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Comfort Systems
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Overview Fund Activity

397 hedge funds and large institutions have $5.94B invested in Comfort Systems in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 170 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+20
Holders Change %
+5.31%
% of All Funds
6.33%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
50
Increased
132
Reduced
170
Closed
27
Calls
$16M
Puts
$7.21M
Net Calls
+$8.74M
Net Calls Change
-$4.3M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$97.3M
3
Charles Schwab
Charles Schwab
California
$81.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$132M
5
RI
Redwood Investments
Massachusetts
$13.8M

Top Sellers

1
Comerica Bank
Comerica Bank
Texas
$3.64M
2
RS
Robeco Schweiz
Switzerland
$0
3
Millennium Management
Millennium Management
New York
$11M
4
BlackRock
BlackRock
New York
$1.04B
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$273K +$273K +1,600 New
RJT
302
Raymond James Trust
Florida
$267K -$8.01K -47 -3%
KFS
303
Kaizen Financial Strategies
California
$264K – – –
SEC
304
Seven Eight Capital
New York
$264K +$264K +1,548 New
FHB
305
First Hawaiian Bank
Hawaii
$257K -$1.53K -9 -0.6%
AI
306
AXS Investments
New York
$256K -$886K -5,200 -78%
SMH
307
Sanders Morris Harris
Texas
$256K – – –
VPIM
308
Vanguard Personalized Indexing Management
California
$249K +$17.2K +101 +7%
Point72 Asset Management
309
Point72 Asset Management
Connecticut
$247K +$211K +1,238 +587%
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$244K +$12.8K +75 +6%
CAM
311
Cresset Asset Management
Illinois
$235K +$235K +1,379 New
BTWM
312
Baker Tilly Wealth Management
Wisconsin
$233K -$5.62K -33 -2%
MYIA
313
Mount Yale Investment Advisors
Colorado
$232K -$57.8K -339 -20%
CAN
314
Cetera Advisor Networks
California
$231K +$231K +1,356 New
DWM
315
Dakota Wealth Management
Florida
$229K -$22.8K -134 -9%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$224K -$6.47K -38 -3%
FW
317
FirstPurpose Wealth
Utah
$210K +$210K +1,233 New
CCM
318
Coldstream Capital Management
Washington
$209K -$12.4K -73 -6%
CNBT
319
Canandaigua National Bank & Trust
New York
$208K -$15.3K -90 -7%
GT
320
Glenview Trust
Kentucky
$207K +$207K +1,213 New
FTDI
321
First Trust Direct Indexing
Massachusetts
$206K +$206K +1,211 New
CC
322
Cipher Capital
New York
$206K +$206K +1,210 New
WAS
323
Wealth Advisory Solutions
Indiana
$202K +$202K +1,186 New
KBC
324
Key Bridge Compliance
$202K +$202K +1,186 New
CC
325
Centiva Capital
New York
$200K +$200K +1,176 New
11 12
13
14 15