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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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$4.09K +$146 +1 +4%
BIA
327
Bell Investment Advisors
California
$3.65K – – –
LC
328
Lindbrook Capital
California
$3.5K -$438 -3 -11%
RI
329
Ridgewood Investments
New Jersey
$3.27K +$3.27K +22 New
HS
330
Horan Securities
United States
$3.21K – – –
NSG
331
Nalls Sherbakoff Group
Tennessee
$2.85K +$2.85K +20 New
MIA
332
Milestone Investment Advisors
Wisconsin
$2.77K +$2.77K +19 New
RFG
333
RFP Financial Group
Georgia
$2.77K – – –
MCM
334
Manchester Capital Management
Vermont
$2.48K -$438 -3 -15%
IA
335
IFP Advisors
Florida
$2.21K -$3.3K -70 -60%
SIC
336
SJS Investment Consulting
Ohio
$2.19K +$146 +1 +7%
HNB
337
Huntington National Bank
Ohio
$2.04K +$1.17K +8 +133%
AF
338
Advisornet Financial
Minnesota
$1.61K +$146 +1 +10%
DI
339
Disciplined Investments
Oklahoma
$1.46K -$146 -1 -9%
ECM
340
Everence Capital Management
Indiana
$864 – – –
PA
341
Parallel Advisors
California
$744 – – –
BAAM
342
Baker Avenue Asset Management
California
$730 – – –
TWD
343
True Wealth Design
Ohio
$584 +$584 +4 New
HCP
344
Hexagon Capital Partners
Arkansas
$292 – – –
TWP
345
TFO Wealth Partners
Ohio
$292 +$146 +1 +100%
FCA
346
Fortis Capital Advisors
Kansas
$146 -$150K -1,027 -100%
Qube Research & Technologies (QRT)
347
Qube Research & Technologies (QRT)
United Kingdom
– -$2.72M -23,636 Closed
GCM
348
Graham Capital Management
Connecticut
– -$1.46M -12,661 Closed
JCP
349
JB Capital Partners
New York
– -$1.21M -10,500 Closed
SG Americas Securities
350
SG Americas Securities
New York
– -$1.19M -10,375 Closed
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14
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