FIX icon

Comfort Systems
FIX

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 %
OAM
276
Origin Asset Management
United Kingdom
$217K -$204K -1,400 -48%
WAS
277
Wealth Advisory Solutions
Indiana
$216K +$216K +1,483 New
SFA
278
Sequoia Financial Advisors
Ohio
$216K +$216K +1,477 New
PWM
279
PRW Wealth Management
Massachusetts
$211K +$211K +1,410 New
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$201K +$201K +1,378 New
Simplex Trading
281
Simplex Trading
Illinois
$157K -$252K -1,729 -62%
TRCT
282
Tower Research Capital (TRC)
New York
$150K -$52.2K -358 -26%
ACM
283
Aquatic Capital Management
Illinois
$146K -$1.05M -7,200 -88%
PMEF
284
Point72 Middle East FZE
United Arab Emirates
$114K -$484K -3,318 -81%
PCM
285
Penserra Capital Management
California
$103K +$103K +711 New
C
286
Covestor
United Kingdom
$98K +$35.3K +242 +56%
BEI
287
Benjamin Edwards Inc
Missouri
$92K +$54.3K +372 +144%
QCG
288
Quadrant Capital Group
Ohio
$89.2K +$2.48K +17 +3%
AIC
289
Archer Investment Corporation
Indiana
$79.8K +$79.8K +550 New
SPIA
290
Steward Partners Investment Advisory
New York
$78.2K – – –
VFA
291
Virtus Fund Advisers
Connecticut
$76.5K – – –
FHA
292
First Horizon Advisors
Tennessee
$68.6K – – –
PFBT
293
Parkside Financial Bank & Trust
Missouri
$64.5K +$34.3K +235 +114%
BTI
294
Blue Trust Inc
Georgia
$57K +$12.5K +109 +28%
MAM
295
Meeder Asset Management
Ohio
$53K – – –
TPCW
296
TD Private Client Wealth
New York
$48K -$8.76K -60 -15%
S
297
SignatureFD
Georgia
$46.9K -$730 -5 -2%
CFGS
298
Concourse Financial Group Securities
Alabama
$45K -$3.8K -26 -8%
AssetMark Inc
299
AssetMark Inc
California
$41.2K -$1.31K -9 -3%
CMP
300
Coston McIsaac & Partners
Maine
$36K +$2.19K +15 +6%
10 11
12
13 14