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Comfort Systems
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Overview Fund Activity

444 hedge funds and large institutions have $7.22B invested in Comfort Systems in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 129 increasing their positions, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+47
Holders Change %
+11.84%
% of All Funds
6.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
97
Increased
129
Reduced
180
Closed
43
Calls
$16.8M
Puts
$6.87M
Net Calls
+$9.91M
Net Calls Change
+$1.17M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$87.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$220M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$139M
4
Morgan Stanley
Morgan Stanley
New York
$167M
5
Millennium Management
Millennium Management
New York
$57M

Top Sellers

1
BlackRock
BlackRock
New York
$989M
2
Vanguard Group
Vanguard Group
Pennsylvania
$805M
3
WHG
Westwood Holdings Group
Texas
$31.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.01M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
326
Private Advisor Group
New Jersey
$297K +$297K +1,443 New
VCP
327
Verus Capital Partners
Arizona
$296K +$296K +1,437 New
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$295K – – –
QCG
329
Quadrant Capital Group
Ohio
$282K +$63.1K +307 +29%
CAM
330
Cresset Asset Management
Illinois
$278K -$5.14K -25 -2%
MYIA
331
Mount Yale Investment Advisors
Colorado
$278K -$2.47K -12 -0.9%
VI
332
Versor Investments
New York
$277K -$576K -2,799 -67%
DWM
333
Dakota Wealth Management
Florida
$273K -$3.5K -17 -1%
CAN
334
Cetera Advisor Networks
California
$272K -$6.99K -34 -3%
KI
335
Kapitalo Investimentos
Brazil
$266K +$266K +1,292 New
Cerity Partners
336
Cerity Partners
New York
$260K +$260K +1,265 New
BMSSC
337
B. Metzler seel. Sohn & Co
Germany
$252K +$252K +1,225 New
CNBT
338
Canandaigua National Bank & Trust
New York
$248K -$2.67K -13 -1%
FA
339
FDx Advisors
Illinois
$247K +$247K +1,201 New
HWMA
340
Heritage Wealth Management (Arizona)
Arizona
$246K +$246K +1,195 New
AIM
341
Aigen Investment Management
New York
$246K -$238K -1,158 -49%
EH
342
Equitable Holdings
New York
$243K +$243K +1,180 New
SAM
343
Shell Asset Management
Netherlands
$238K +$238K +1,155 New
AWM
344
Apollon Wealth Management
South Carolina
$238K -$93K -452 -28%
FW
345
FirstPurpose Wealth
Utah
$233K -$20.6K -100 -8%
BC
346
Bridgefront Capital
Texas
$231K +$231K +1,125 New
DS
347
DRW Securities
Illinois
$226K +$226K +1,100 New
CC
348
Cipher Capital
New York
$225K -$23.7K -115 -10%
AG
349
AIA Group
Hong Kong
$223K +$223K +1,084 New
GCM
350
Gallacher Capital Management
Colorado
$222K +$222K +1,079 New
12 13
14
15 16