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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
+$36.8M
3
Charles Schwab
Charles Schwab
California
+$19.1M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$15.1M
5
RI
Redwood Investments
Massachusetts
+$13.8M

Top Sellers

1
Comerica Bank
Comerica Bank
Texas
-$25.2M
2
RS
Robeco Schweiz
Switzerland
-$22.8M
3
Millennium Management
Millennium Management
New York
-$22.1M
4
BlackRock
BlackRock
New York
-$20.6M
5
RRAM
River Road Asset Management
Kentucky
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$181K +$37.7K +221 +26%
IPW
327
Impact Partnership Wealth
Georgia
$169K -$45.5K -267 -21%
KBC Group
328
KBC Group
Belgium
$134K -$325K -1,905 -71%
Skandinaviska Enskilda Banken (SEB)
329
Skandinaviska Enskilda Banken (SEB)
Sweden
$119K +$119K +700 New
VFA
330
Virtus Fund Advisers
Connecticut
$110K +$20.4K +120 +23%
TPCW
331
TD Private Client Wealth
New York
$94.2K – – –
AIC
332
Archer Investment Corporation
Indiana
$93.7K – – –
SPIA
333
Steward Partners Investment Advisory
New York
$91.3K – – –
PFBT
334
Parkside Financial Bank & Trust
Missouri
$85.2K -$2.39K -14 -3%
C
335
Covestor
United Kingdom
$84K -$38.2K -224 -31%
BTI
336
Blue Trust Inc
Georgia
$81K +$67.6K +410 +506%
CFGS
337
Concourse Financial Group Securities
Alabama
$65.9K -$3.58K -21 -5%
FHA
338
First Horizon Advisors
Tennessee
$65.9K +$9.03K +53 +16%
VAG
339
VisionPoint Advisory Group
Texas
$59.5K +$59.5K +349 New
S
340
SignatureFD
Georgia
$54.7K – – –
AF
341
Advisornet Financial
Minnesota
$42.8K +$41.1K +241 +2,410%
AssetMark Inc
342
AssetMark Inc
California
$41.4K -$6.65K -39 -14%
Simplex Trading
343
Simplex Trading
Illinois
$41K -$1.51K -9 -4%
CMP
344
Coston McIsaac & Partners
Maine
$39K – – –
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$32K -$674 -4 -2%
GRP
346
Global Retirement Partners
California
$26K +$167 +1 +0.6%
CIM
347
Contravisory Investment Management
Massachusetts
$24.7K – – –
LF
348
Lee Financial
Texas
$24K -$2.56K -15 -10%
BBHC
349
Brown Brothers Harriman & Co
New York
$24K – – –
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$21.8K +$170 +1 +0.8%
12 13
14
15 16