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Comfort Systems
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Overview Fund Activity

346 hedge funds and large institutions have $5.01B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+10
Holders Change %
+2.98%
% of All Funds
5.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
123
Reduced
136
Closed
36
Calls
$5.9M
Puts
$1.05M
Net Calls
+$4.85M
Net Calls Change
+$2.9M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$118M
2
Invesco
2
Invesco
Georgia
$119M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$612M
4
Victory Capital Management
4
Victory Capital Management
Texas
$31.2M
5
Capital World Investors
5
Capital World Investors
California
$321M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$3.97M
2
RRAM
2
River Road Asset Management
Kentucky
$43.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$61.6M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$55.3M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Shelton Capital Management
Colorado
$307K – – –
MYIA
252
Mount Yale Investment Advisors
Colorado
$304K -$81.6K -559 -21%
X
253
Xponance
Pennsylvania
$300K +$3.94K +27 +1%
API
254
Advisor Partners II
California
$283K +$283K +1,942 New
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$280K – – –
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$280K -$38.4K -263 -12%
II
257
Inspire Investing
Idaho
$274K -$24.2K -166 -8%
TI
258
Tidal Investments
Wisconsin
$272K +$272K +1,863 New
SW
259
SkyOak Wealth
Michigan
$272K +$272K +1,863 New
ECM
260
Evergreen Capital Management
Washington
$269K +$269K +1,840 New
9WM
261
9258 Wealth Management
Ohio
$267K -$15.6K -107 -6%
AWM
262
AE Wealth Management
Kansas
$265K +$265K +1,815 New
PCP
263
Proficio Capital Partners
Massachusetts
$262K +$262K +1,796 New
XT
264
XTX Topco
Cayman Islands
$262K +$262K +1,795 New
RJT
265
Raymond James Trust
Florida
$259K +$259K +1,776 New
GC
266
Guggenheim Capital
Illinois
$250K -$145K -993 -37%
RJFSA
267
Raymond James Financial Services Advisors
Florida
$246K +$246K +1,687 New
IB
268
Intrust Bank
Kansas
$237K +$237K +1,621 New
MFA
269
Mayflower Financial Advisors
Massachusetts
$229K +$229K +1,571 New
HFM
270
Harvest Fund Management
China
$229K +$111K +760 +94%
KFS
271
Kaizen Financial Strategies
California
$226K +$226K +1,550 New
DWM
272
Dakota Wealth Management
Florida
$224K +$224K +1,533 New
AIM
273
Aigen Investment Management
New York
$223K -$234K -1,605 -51%
BFM
274
Boston Financial Management
Massachusetts
$219K -$368K -2,520 -63%
SMH
275
Sanders Morris Harris
Texas
$219K +$219K +1,500 New
9 10
11
12 13