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FirstService
FSV

Overview Fund Activity

264 hedge funds and large institutions have $5.07B invested in FirstService in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+27
Holders Change %
+11.39%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
103
Reduced
85
Closed
13
Calls
$227K
Puts
$4.58M
Net Calls
-$4.36M
Net Calls Change
-$4.73M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.7M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$347M
2
Franklin Resources
2
Franklin Resources
California
$2.98M
3
DCP
3
Durable Capital Partners
Maryland
$463M
4
FAM
4
Fred Alger Management
New York
$176M
5
UCFA
5
United Capital Financial Advisors
Texas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FBT
201
First Bank & Trust
South Dakota
$281K 1,733 +207 +14%
VF
202
Virtu Financial
New York
$269K 1,662 +1,662 New
CIA
203
Concurrent Investment Advisors
Florida
$248K 1,529 +1,529 New
MIM
204
Marco Investment Management
Georgia
$245K 1,510 – –
VA
205
Vident Advisory
Georgia
$241K 1,485 +1,485 New
AIM
206
Aigen Investment Management
New York
$240K 1,482 +1,482 New
SRL
207
Scientech Research LLC
New Jersey
$238K 1,469 +1,469 New
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$230K 1,420 +1,420 New
MGP
209
Metis Global Partners
California
$228K 1,406 +1,406 New
CAN
210
Cetera Advisor Networks
California
$217K 1,339 -865 -39%
Stifel Financial
211
Stifel Financial
Missouri
$216K 1,334 +1,334 New
WA
212
Wasatch Advisors
Utah
$215K 1,328 +1,328 New
Squarepoint
213
Squarepoint
New York
$211K 1,299 +1,299 New
FC
214
FORA Capital
Florida
$203K 1,251 +1,251 New
US Bancorp
215
US Bancorp
Minnesota
$200K 1,235 +405 +49%
Point72 Asset Management
216
Point72 Asset Management
Connecticut
$195K 1,200 +1,200 New
PA
217
Parallel Advisors
California
$193K 1,192 +248 +26%
SAM
218
Smartleaf Asset Management
Massachusetts
$125K 766 +766 New
Lazard Asset Management
219
Lazard Asset Management
New York
$123K 764 +5 +0.7%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$122K 752 – –
DSC
221
Duncker Streett & Co
Missouri
$114K 706 +544 +336%
Barclays
222
Barclays
United Kingdom
$99K 616 +601 +4,007%
S
223
SignatureFD
Georgia
$97.7K 603 +103 +21%
SNB
224
Security National Bank
Nebraska
$89.6K 553 +553 New
GIS
225
Grayhawk Investment Strategies
Alberta, Canada
$89.3K 416 – –
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9
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