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FirstService
FSV

Overview Fund Activity

271 hedge funds and large institutions have $4.73B invested in FirstService in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 28 closing their positions.

Holders
271
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
116
Reduced
82
Closed
28
Calls
$198K
Puts
$381K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$539M
2
CCM
2
Copeland Capital Management
Pennsylvania
$36.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$36.5M
4
Millennium Management
4
Millennium Management
New York
$31.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$184M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$242M
3
FAM
3
Fred Alger Management
New York
$115M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$46.4M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
201
Greenleaf Trust
Michigan
$295K 1,939 +1,939 New
LA
202
Lindenwold Advisors
Pennsylvania
$295K 1,937 – –
Mariner
203
Mariner
Kansas
$271K 1,780 -575 -24%
SPIA
204
Steward Partners Investment Advisory
New York
$267K 1,751 -862 -33%
KPWS
205
Kestra Private Wealth Services
Texas
$266K 1,749 -961 -35%
QWP
206
Quotient Wealth Partners
Texas
$265K 1,737 -2,376 -58%
HCA
207
Harbor Capital Advisors
Illinois
$262K 1,721 +1,721 New
Lazard Asset Management
208
Lazard Asset Management
New York
$254K 1,673 +1,149 +219%
DSC
209
Duncker Streett & Co
Missouri
$249K 1,631 -761 -32%
ACM
210
Aquatic Capital Management
Illinois
$244K 1,600 +1,600 New
SIG
211
Stonegate Investment Group
Alabama
$233K 1,530 +1,530 New
MIM
212
Marco Investment Management
Georgia
$230K 1,510 – –
BWG
213
Berry Wealth Group
Texas
$221K 1,449 -217 -13%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$219K 1,437 +1,437 New
SA
215
Sanctuary Advisors
Indiana
$216K 1,443 +1,443 New
SCA
216
Snowden Capital Advisors
New York
$209K 1,367 +1,367 New
PA
217
Parallel Advisors
California
$184K 1,206 +7 +0.6%
HNB
218
Hilltop National Bank
Wyoming
$182K 1,197 +50 +4%
Credit Agricole
219
Credit Agricole
France
$173K 1,138 +1,110 +3,964%
US Bancorp
220
US Bancorp
Minnesota
$150K 984 +67 +7%
S
221
SignatureFD
Georgia
$149K 975 +304 +45%
CA
222
Clearstead Advisors
Ohio
$129K 844 +844 New
SAM
223
Smartleaf Asset Management
Massachusetts
$123K 808 +42 +5%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$96.6K 634 +108 +21%
GIS
225
Grayhawk Investment Strategies
Alberta, Canada
$86.6K 416 – –
7 8
9
10 11