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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 %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.26K -$511 -3 -11%
FCA
377
FinTrust Capital Advisors
South Carolina
$4.09K +$4.09K +24 New
NS
378
NBC Securities
Alabama
$4K +$4K +28 New
CA
379
Clearstead Advisors
Ohio
$3.75K +$3.75K +22 New
Mitsubishi UFJ Asset Management
380
Mitsubishi UFJ Asset Management
Japan
$3.41K +$3.41K +20 New
RFG
381
RFP Financial Group
Georgia
$3.24K – – –
MCM
382
Manchester Capital Management
Vermont
$2.9K – – –
MIA
383
Milestone Investment Advisors
Wisconsin
$2.73K +$2.73K +16 New
SIC
384
SJS Investment Consulting
Ohio
$2.56K +$341 +2 +15%
UFF
385
USA Financial Formulas
Michigan
$2.39K -$852 -5 -26%
SS
386
Sunbelt Securities
Texas
$2.22K +$2.22K +13 New
CPG
387
Cornerstone Planning Group
New Jersey
$2.05K – – –
AF
388
Allworth Financial
California
$1.88K -$3.58K -21 -66%
MAM
389
Meeder Asset Management
Ohio
$1.88K – – –
PWA
390
Provenance Wealth Advisors
Florida
$1.36K +$1.36K +8 New
VCM
391
Versant Capital Management
Arizona
$1.02K – – –
ECM
392
Everence Capital Management
Indiana
$907 -$102 -600 -10%
AWM
393
Abound Wealth Management
Tennessee
$682 – – –
HI
394
Horizon Investments
North Carolina
$341 – – –
HCP
395
Hexagon Capital Partners
Arkansas
$341 – – –
TWP
396
TFO Wealth Partners
Ohio
$328 – – –
CA
397
Crewe Advisors
Utah
$171 +$171 +1 New
RS
398
Robeco Schweiz
Switzerland
– -$22.8M -138,700 Closed
RRAM
399
River Road Asset Management
Kentucky
– -$17M -103,417 Closed
ZIG
400
Zurich Insurance Group
Switzerland
– -$7.05M -42,953 Closed
13 14 15
16
17