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Comfort Systems
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Overview Fund Activity

551 hedge funds and large institutions have $10.4B invested in Comfort Systems in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 176 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+49
Holders Change %
+9.76%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
106
Increased
176
Reduced
210
Closed
49
Calls
$54.4M
Puts
$32.1M
Net Calls
+$22.4M
Net Calls Change
-$16.6M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$104M
2
Capital World Investors
2
Capital World Investors
California
$738M
3
Jane Street
3
Jane Street
New York
$80.4M
4
Invesco
4
Invesco
Georgia
$462M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$519M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$109M
3
GIC
3
GFI Investment Counsel
Ontario, Canada
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$76.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
351
Diversify Advisory Services
Utah
$500K -$406K -1,347 -45%
OQS
352
Occudo Quantitative Strategies
Florida
$493K -$1.18M -3,881 -71%
AAM
353
Azzad Asset Management
Virginia
$493K +$493K +1,620 New
XSC
354
X-Square Capital
Puerto Rico
$487K +$487K +1,600 New
9WM
355
9258 Wealth Management
Ohio
$486K -$1.52K -5 -0.3%
LTAS
356
Linden Thomas Advisory Services
North Carolina
$473K +$42.6K +140 +10%
CAM
357
Cresset Asset Management
Illinois
$470K +$35K +115 +8%
HT
358
Headlands Technologies
Illinois
$467K +$405K +1,332 +653%
BCM
359
BTC Capital Management
Iowa
$460K -$30.1K -99 -6%
SMH
360
Sanders Morris Harris
Texas
$456K – – –
CCAL
361
City Center Advisors LLC
Michigan
$446K – – –
QCG
362
Quadrant Capital Group
Ohio
$445K +$31K +102 +7%
PCP
363
Proficio Capital Partners
Massachusetts
$444K -$31K -102 -7%
Lido Advisors
364
Lido Advisors
California
$443K -$36.5K -120 -8%
SW
365
SkyOak Wealth
Michigan
$442K -$61.7K -203 -12%
KAS
366
Kestra Advisory Services
Texas
$440K -$492K -1,729 -53%
SSG
367
Summit Securities Group
New York
$439K +$439K +1,443 New
SAM
368
Sawgrass Asset Management
Florida
$438K -$40.8K -134 -9%
SFA
369
Sequoia Financial Advisors
Ohio
$434K -$3.35K -11 -0.8%
SCM
370
Shelton Capital Management
Colorado
$426K -$42K -138 -9%
IB
371
Intrust Bank
Kansas
$422K -$30.7K -101 -7%
ETC
372
Exchange Traded Concepts
Oklahoma
$420K +$420K +1,382 New
MOS
373
MGO One Seven
Ohio
$418K -$24K -79 -5%
DFCM
374
Dark Forest Capital Management
Puerto Rico
$417K +$417K +1,372 New
KWM
375
Kingsview Wealth Management
Oregon
$399K +$399K +1,312 New
13 14
15
16 17