FSV icon

FirstService
FSV

Overview Fund Activity

284 hedge funds and large institutions have $5.55B invested in FirstService in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
35
Increased
125
Reduced
81
Closed
21
Calls
$1.02M
Puts
$774K
Net Calls
+$248K
Net Calls Change
+$431K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77.8M
2
Franklin Resources
2
Franklin Resources
California
$87.3M
3
OAG
3
Orbis Allan Gray
Bermuda
$88M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
CCM
5
Copeland Capital Management
Pennsylvania
$64.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$387M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$2.14M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
201
Apollon Wealth Management
South Carolina
$370K 2,027 -198 -9%
Two Sigma Investments
202
Two Sigma Investments
New York
$358K 1,964 -1,595 -45%
LA
203
Lindenwold Advisors
Pennsylvania
$354K 1,942 +5 +0.3%
GT
204
Greenleaf Trust
Michigan
$354K 1,939 – –
DTL
205
Dynamic Technology Lab
Singapore
$342K 1,875 +1,875 New
CF
206
Canoe Financial
Alberta, Canada
$337K 1,870 -28,175 -94%
IMCOOI
207
Investment Management Corp of Ontario (IMCO)
Canada
$327K 1,791 -200 -10%
PCS
208
Personal CFO Solutions
New Jersey
$323K 1,768 +1,768 New
SPIA
209
Steward Partners Investment Advisory
New York
$320K 1,753 +2 +0.1%
BWG
210
Berry Wealth Group
Texas
$309K 1,695 +246 +17%
P
211
&Partners
Tennessee
$305K 1,671 -809 -33%
DSC
212
Duncker Streett & Co
Missouri
$298K 1,631 – –
DP
213
Dearborn Partners
Illinois
$297K 1,627 -4,509 -73%
Assenagon Asset Management
214
Assenagon Asset Management
Luxembourg
$293K 1,600 +1,600 New
SIG
215
Stonegate Investment Group
Alabama
$279K 1,530 – –
MIM
216
Marco Investment Management
Georgia
$276K 1,510 – –
CWM
217
Congress Wealth Management
Massachusetts
$271K 1,486 +1,486 New
SCM
218
Sterling Capital Management
North Carolina
$271K 1,483 +1,483 New
MML Investors Services
219
MML Investors Services
Massachusetts
$262K 1,436 +1,436 New
ECM
220
Evergreen Capital Management
Washington
$240K 1,314 +1,314 New
US Bancorp
221
US Bancorp
Minnesota
$233K 1,278 +294 +30%
S
222
SignatureFD
Georgia
$231K 1,268 +293 +30%
MGP
223
Metis Global Partners
California
$227K 1,242 +1,242 New
PA
224
Parallel Advisors
California
$220K 1,207 +1 +0.1%
PAG
225
Private Advisor Group
New Jersey
$220K 1,207 +1,207 New
7 8
9
10 11