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Comfort Systems
FIX

337 hedge funds and large institutions have $3.77B invested in Comfort Systems in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

129% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.52M

13% more funds holding

Funds holding: 298 → 337 (+39)

11% more capital invested

Capital invested by funds: $3.4B → $3.77B (+$369M)

2.37% less ownership

Funds ownership: 97.73% → 95.36% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 129

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
337
Holders Change
+39
Holders Change %
+13.09%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
110
Reduced
129
Closed
21
Calls
$3.48M
Puts
$1.52M
Net Calls
+$1.96M
Net Calls Change
-$379K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$50.1M
2
BlackRock
BlackRock
New York
+$39.3M
3
HRCM
Hood River Capital Management
Florida
+$21.7M
4
Millennium Management
Millennium Management
New York
+$21.2M
5
Invesco
Invesco
Georgia
+$18.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.8M
2
RRAM
River Road Asset Management
Kentucky
-$70.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
5
Brown Advisory
Brown Advisory
Maryland
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
301
Private Trust Company
Ohio
$9K -$2.33K -20 -20%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$8K -$233 -2 -3%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$7K – – –
CIM
304
Contravisory Investment Management
Massachusetts
$6.33K – – –
FRA
305
Front Row Advisors
California
$6K -$1.4K -12 -18%
IA
306
IFP Advisors
Florida
$6K -$1.16K -10 -8%
ST
307
Sageworth Trust
Pennsylvania
$6K – – –
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$5.75K +$5.81K +50 New
FA
309
Fiduciary Alliance
South Carolina
$5.41K +$5.47K +47 New
HMS
310
Hanseatic Management Services
New Mexico
$5K +$4.88K +42 New
CT
311
Colonial Trust
South Carolina
$4.36K +$4.3K +37 New
JWA
312
JFS Wealth Advisors
Pennsylvania
$4.14K +$349 +3 +9%
GEA
313
Glen Eagle Advisors
New Jersey
$3.91K – – –
SBL
314
Sargent Bickham Lagudis
Colorado
$3.91K +$3.95K +34 New
SC
315
Schubert & Co
Texas
$3.22K – – –
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$3.11K +$349 +3 +13%
LC
317
Lindbrook Capital
California
$3.11K +$581 +5 +23%
PWMG
318
Prestige Wealth Management Group
New Jersey
$2.99K +$3.02K +26 New
ACM
319
AUA Capital Management
Pennsylvania
$2.88K – – –
BIA
320
Bell Investment Advisors
California
$2.88K +$2.91K +25 New
HS
321
Horan Securities
United States
$2.53K +$2.56K +22 New
MCM
322
Manchester Capital Management
Vermont
$2.3K +$349 +3 +18%
RFG
323
RFP Financial Group
Georgia
$2.19K +$2.21K +19 New
EI
324
Ellevest Inc
New York
$1.61K +$116 +1 +8%
SIC
325
SJS Investment Consulting
Ohio
$1.61K +$814 +7 +100%
11 12
13
14 15

FIX Hedge Fund Activity: Q4 2022 in Review

337 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2022, worth a combined $3.77B — up 11% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FIX positions and 21 closed out — a net gain of 45 holders — while 110 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.1M. The largest seller was Janus Henderson Group, cutting an estimated $90.8M.

  • 337 institutional investors held Comfort Systems (FIX) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $3.77B of Comfort Systems stock for Q4 2022, up 11% quarter-over-quarter.
  • 66 funds opened new Comfort Systems positions in Q4 2022 and 21 closed out, a net change of +45 holders.
  • The largest Comfort Systems buyer in Q4 2022 was AllianceBernstein, an estimated $50.1M added.
  • The largest Comfort Systems seller in Q4 2022 was Janus Henderson Group, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2022.