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FirstService

237 hedge funds and large institutions have $4.57B invested in FirstService in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.78%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
95
Reduced
80
Closed
20
Calls
$393K
Puts
$15K
Net Calls
+$378K
Net Calls Change
+$479K
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
201
Aquatic Capital Management
Illinois
$102K -$131K -900 -56%
CMF
202
Counterpoint Mutual Funds
California
$85K +$85K +584 New
GIS
203
Grayhawk Investment Strategies
Alberta, Canada
$82.2K
S
204
SignatureFD
Georgia
$72.8K +$16.2K +111 +29%
TWM
205
Tradition Wealth Management
Minnesota
$71K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$69.3K
FMP
207
Financial Management Professionals
Texas
$69K
GIA
208
GHP Investment Advisors
Colorado
$59.6K
UM
209
UniSuper Management
Australia
$59.3K
ETC
210
Exchange Traded Concepts
Oklahoma
$57.1K +$31.9K +219 +127%
GRP
211
Global Retirement Partners
California
$56.1K +$6.12K +43 +12%
SGA
212
Seaport Global Advisors
Massachusetts
$55.9K -$56.1K -384 -50%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$50K
EWA
214
EverSource Wealth Advisors
Alabama
$45.7K +$7.28K +50 +19%
FHA
215
First Horizon Advisors
Tennessee
$45.3K +$728 +5 +2%
TC
216
Tacita Capital
Ontario, Canada
$42.3K
BEI
217
Benjamin Edwards Inc
Missouri
$38K +$289 +2 +0.8%
SOW
218
State of Wyoming
Wyoming
$34.3K +$34.3K +236 New
DSC
219
Duncker Streett & Co
Missouri
$23.6K +$23.6K +162 New
HI
220
Harbour Investments
Wisconsin
$21.8K +$145 +1 +0.7%
AF
221
Advisornet Financial
Minnesota
$18K +$1.46K +10 +9%
WT
222
Whittier Trust
California
$16.7K
IHWM
223
Iron Horse Wealth Management
Iowa
$13.5K +$5.39K +37 +66%
Optiver Holding
224
Optiver Holding
Netherlands
$10.2K +$10.2K +70 New
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$7.28K -$8.44K -58 -54%