We are live on ! Find out more
FSV icon

FirstService

310 hedge funds and large institutions have $5.53B invested in FirstService in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

9% more funds holding

Funds holding: 285310 (+25)

6% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 104

2% less capital invested

Capital invested by funds: $5.65B → $5.53B (-$114M)

1.96% less ownership

Funds ownership: 69.59%67.64% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
110
Reduced
104
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
201
XTX Topco
Cayman Islands
$443K +$457K +2,446 New
First Trust Advisors
202
First Trust Advisors
Illinois
$442K +$457K +2,443 New
SICM
203
Sustainable Insight Capital Management
New York
$432K -$18.7K -100 -4%
KCM
204
Kornitzer Capital Management
Kansas
$429K -$255K -1,366 -37%
NAM
205
NorthCrest Asset Manangement
Minnesota
$419K -$15.7K -84 -4%
APWM
206
Argonautica Private Wealth Management
Massachusetts
$417K -$187 -1 -0%
YMRC
207
Yorktown Management & Research Company
Virginia
$416K
Cerity Partners
208
Cerity Partners
New York
$408K -$15K -80 -3%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$399K -$3.74K -20 -0.9%
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$396K -$25.1K -134 -6%
HF
211
HRT Financial
New York
$393K +$407K +2,175 New
TIM
212
Thompson Investment Management
Wisconsin
$373K
DWM
213
Diversify Wealth Management
Utah
$356K -$16.1K -86 -4%
GT
214
Greenleaf Trust
Michigan
$354K +$2.62K +14 +0.7%
LA
215
Lindenwold Advisors
Pennsylvania
$345K -$6.92K -37 -2%
VF
216
Vista Finance
Missouri
$338K +$349K +1,869 New
SPIA
217
Steward Partners Investment Advisory
New York
$326K +$8.79K +47 +3%
BWG
218
Berry Wealth Group
Texas
$323K +$17K +91 +5%
AWM
219
Apollon Wealth Management
South Carolina
$319K -$49.9K -267 -13%
VI
220
Versor Investments
New York
$317K -$187K -1,001 -36%
YIH
221
Y-Intercept (HK)
Hong Kong
$308K +$318K +1,703 New
PCS
222
Personal CFO Solutions
New Jersey
$301K -$19.3K -103 -6%
DSC
223
Duncker Streett & Co
Missouri
$295K
IMCOOI
224
Investment Management Corp of Ontario (IMCO)
Canada
$288K -$37.4K -200 -11%
SIG
225
Stonegate Investment Group
Alabama
$277K