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Comfort Systems
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Overview Fund Activity

660 hedge funds and large institutions have $14.3B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 220 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+75
Holders Change %
+12.82%
% of All Funds
8.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
220
Reduced
233
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$88.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$75M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$65.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$63M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$170M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$101M
3
HAI
Hennessy Advisors Inc
California
-$75.2M
4
CAM
Congress Asset Management
Massachusetts
-$70.6M
5
HRCM
Hood River Capital Management
Florida
-$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$646K -$161K -379 -20%
DFCM
377
Dark Forest Capital Management
Puerto Rico
$643K +$643K +1,516 New
FFS
378
Fortress Financial Solutions
Arizona
$643K +$643K +1,516 New
FRM
379
Fox Run Management
Connecticut
$639K -$598K -1,409 -48%
CMANY
380
Capital Management Associates (New York)
New York
$636K – – –
WA
381
Waverly Advisors
Alabama
$635K +$635K +1,497 New
KBC Group
382
KBC Group
Belgium
$632K +$207K +488 +49%
QCG
383
Quadrant Capital Group
Ohio
$623K -$14.4K -34 -2%
GCP
384
GSA Capital Partners
United Kingdom
$623K -$103K -243 -14%
OTL
385
Oak Thistle LLC
New York
$621K +$621K +1,464 New
PFA
386
Petra Financial Advisors
Colorado
$606K +$606K +1,430 New
MLM
387
Mount Lucas Management
Pennsylvania
$603K -$128K -301 -17%
SFA
388
Sequoia Financial Advisors
Ohio
$599K -$38.6K -91 -6%
Corient Private Wealth
389
Corient Private Wealth
Florida
$599K +$75.9K +179 +15%
VCP
390
Verus Capital Partners
Arizona
$592K -$142K -335 -19%
CG
391
Cynosure Group
Utah
$581K -$259K -611 -31%
NFG
392
Nations Financial Group
Iowa
$576K +$6.79K +16 +1%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$573K -$187K -440 -25%
SCM
394
Shelton Capital Management
Colorado
$569K -$25.4K -60 -4%
BCM
395
BTC Capital Management
Iowa
$562K +$4.24K +10 +0.8%
Aviva
396
Aviva
United Kingdom
$553K -$246K -580 -31%
HWAM
397
Hennion & Walsh Asset Management
New Jersey
$546K +$546K +1,287 New
BEI
398
Benjamin Edwards Inc
Missouri
$544K +$41.6K +98 +8%
CANY
399
Caxton Associates (New York)
New York
$540K +$540K +1,273 New
EH
400
Equitable Holdings
New York
$539K +$123K +289 +29%
14 15
16
17 18