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FirstService
FSV

Overview Fund Activity

236 hedge funds and large institutions have $4.86B invested in FirstService in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+20
Holders Change %
+9.26%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
96
Reduced
63
Closed
16
Calls
$786K
Puts
$887K
Net Calls
-$101K
Net Calls Change
+$1.01M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$68.3M
2
American Century Companies
2
American Century Companies
Missouri
$66.1M
3
QC
3
Quadrature Capital
United Kingdom
$27.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99.5M
5
Millennium Management
5
Millennium Management
New York
$9.01M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$514M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$444M
3
Ameriprise
3
Ameriprise
Minnesota
$27.4M
4
FAM
4
Fred Alger Management
New York
$202M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$46.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SGA
201
Seaport Global Advisors
Massachusetts
$118K 767 – –
Lazard Asset Management
202
Lazard Asset Management
New York
$102K 663 – –
GIS
203
Grayhawk Investment Strategies
Alberta, Canada
$84.9K 416 – –
TWM
204
Tradition Wealth Management
Minnesota
$75K 488 – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$73.3K 476 +139 +41%
FMP
206
Financial Management Professionals
Texas
$73K 474 – –
GIA
207
GHP Investment Advisors
Colorado
$64.6K 417 +1 +0.2%
UM
208
UniSuper Management
Australia
$61.2K 300 +300 New
PI
209
PineBridge Investments
New York
$61.2K 300 +300 New
S
210
SignatureFD
Georgia
$59.9K 389 +173 +80%
GRP
211
Global Retirement Partners
California
$54.1K 351 – –
GIBU
212
Gulf International Bank (UK)
United Kingdom
$53K 350 – –
FHA
213
First Horizon Advisors
Tennessee
$47.2K 306 – –
TC
214
Tacita Capital
Ontario, Canada
$45K 290 – –
EWA
215
EverSource Wealth Advisors
Alabama
$40.7K 264 +264 New
BEI
216
Benjamin Edwards Inc
Missouri
$40K 261 +35 +15%
ETC
217
Exchange Traded Concepts
Oklahoma
$26.7K 173 +7 +4%
HI
218
Harbour Investments
Wisconsin
$23K 149 – –
WT
219
Whittier Trust
California
$17.7K 115 – –
AF
220
Advisornet Financial
Minnesota
$17.6K 114 -28 -20%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$16.6K 108 +108 New
Barclays
222
Barclays
United Kingdom
$9K 54 -1,717 -97%
IHWM
223
Iron Horse Wealth Management
Iowa
$8.63K 56 – –
BLC
224
Brown, Lisle/Cummings
Rhode Island
$7.71K 50 – –
AAP
225
Arax Advisory Partners
Colorado
$6.47K 42 -6 -13%
7 8
9
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