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FirstService
FSV

Overview Fund Activity

272 hedge funds and large institutions have $5.16B invested in FirstService in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
105
Reduced
98
Closed
21
Calls
$365K
Puts
$365K
Net Calls
–
Net Calls Change
+$4.36M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$171M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424M
3
Invesco
Invesco
Georgia
$37.2M
4
DCP
Durable Capital Partners
Maryland
$503M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
2
Morgan Stanley
Morgan Stanley
New York
$71.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$313M
4
Goldman Sachs
Goldman Sachs
New York
$32.5M
5
FAM
Fred Alger Management
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$370K +$245K +1,480 +197%
VA
202
Vident Advisory
Georgia
$354K +$108K +653 +44%
Capstone Investment Advisors
203
Capstone Investment Advisors
New York
$353K +$353K +2,128 New
NAM
204
NorthCrest Asset Manangement
Minnesota
$349K -$1.49K -9 -0.4%
IMCOOI
205
Investment Management Corp of Ontario (IMCO)
Canada
$330K -$265K -1,600 -45%
LA
206
Lindenwold Advisors
Pennsylvania
$321K +$1.66K +10 +0.5%
CA
207
Cetera Advisors
Colorado
$311K +$311K +1,878 New
HF
208
HRT Financial
New York
$307K +$307K +1,856 New
SSA
209
Schonfeld Strategic Advisors
New York
$298K +$298K +1,800 New
BWG
210
Berry Wealth Group
Texas
$276K +$276K +1,666 New
FBT
211
First Bank & Trust
South Dakota
$269K -$18.6K -112 -6%
QT
212
Quantbot Technologies
New York
$256K -$810K -4,888 -76%
MIM
213
Marco Investment Management
Georgia
$250K – – –
CAN
214
Cetera Advisor Networks
California
$249K +$26.9K +162 +12%
WA
215
Wasatch Advisors
Utah
$220K – – –
MGP
216
Metis Global Partners
California
$214K -$18.5K -112 -8%
CIA
217
Concurrent Investment Advisors
Florida
$212K -$41.9K -253 -17%
GSC
218
Grey Street Capital
Illinois
$205K +$205K +1,236 New
Osaic Holdings
219
Osaic Holdings
Arizona
$200K -$1.29M -7,789 -87%
Point72 Asset Management
220
Point72 Asset Management
Connecticut
$199K – – –
PA
221
Parallel Advisors
California
$199K +$1.16K +7 +0.6%
HNB
222
Hilltop National Bank
Wyoming
$190K +$190K +1,147 New
US Bancorp
223
US Bancorp
Minnesota
$152K -$52.7K -318 -26%
UM
224
UniSuper Management
Australia
$135K +$67.3K +300 +100%
SAM
225
Smartleaf Asset Management
Massachusetts
$128K – – –
7 8
9
10 11