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Comfort Systems

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
Name Holding Trade Value Shares
Change
Shares
Change %
AS
301
Altshuler Shaham
Israel
$23.5K -$1.17K -8 -5%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$23K -$4.54K -31 -16%
LF
303
Lee Financial
Texas
$22.8K
ASN
304
Advisory Services Network
Georgia
$22.2K
CIM
305
Contravisory Investment Management
Massachusetts
$21.2K +$13.1K +90 +164%
BBHC
306
Brown Brothers Harriman & Co
New York
$20.6K -$10.2K -70 -33%
BAM
307
Belpointe Asset Management
Nevada
$20.2K -$150K -1,025 -88%
GRP
308
Global Retirement Partners
California
$19K -$598 -4 -3%
KFS
309
Kelly Financial Services
Massachusetts
$16.9K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$6.42K +44 +65%
STCOSD
311
Sageworth Trust Company of South Dakota
South Dakota
$15.3K
RAM
312
Riggs Asset Management
Pennsylvania
$14.8K +$14.8K +101 New
SC
313
Solstein Capital
California
$12.3K
TWA
314
TCI Wealth Advisors
Arizona
$11.8K
PTC
315
Private Trust Company
Ohio
$9.63K -$2.04K -14 -18%
FRA
316
Front Row Advisors
California
$8K -$296 -2 -4%
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$7.3K
ST
318
Sageworth Trust
Pennsylvania
$7.01K
HMS
319
Hanseatic Management Services
New Mexico
$6K
CT
320
Colonial Trust
South Carolina
$5.27K
JWA
321
JFS Wealth Advisors
Pennsylvania
$4.96K -$292 -2 -6%
GEA
322
Glen Eagle Advisors
New Jersey
$4.96K
AF
323
Allworth Financial
California
$4.68K +$4.68K +32 New
VFA
324
Values First Advisors
Tennessee
$4.49K +$4.49K +31 New
SC
325
Schubert & Co
Texas
$4.09K