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Comfort Systems

502 hedge funds and large institutions have $11B invested in Comfort Systems in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 124 increasing their positions, 224 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+58
Holders Change %
+13.06%
% of All Funds
7.28%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
107
Increased
124
Reduced
224
Closed
47
Calls
$87.5M
Puts
$48.5M
Net Calls
+$39M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
401
Strategic Blueprint
Georgia
$225K +$225K +708 New
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$223K -$97.2K -306 -30%
GT
403
Glenview Trust
Kentucky
$219K +$219K +689 New
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$214K +$214K +672 New
HGERS
405
Householder Group Estate & Retirement Specialist
Arizona
$208K +$15.3K +48 +8%
PWM
406
Perigon Wealth Management
California
$207K +$207K +652 New
OAM
407
Origin Asset Management
United Kingdom
$207K +$207K +650 New
AWM
408
Axxcess Wealth Management
California
$206K +$206K +650 New
OWMIAS
409
One Wealth Management Investment & Advisory Services
Florida
$205K +$205K +644 New
AHL
410
Abel Hall LLC
Louisiana
$204K +$204K +643 New
CG
411
Caprock Group
Idaho
$204K +$204K +642 New
AC
412
Armistice Capital
New York
$203K +$203K +639 New
BTI
413
Blue Trust Inc
Georgia
$198K +$32.7K +103 +20%
SPIA
414
Steward Partners Investment Advisory
New York
$177K +$6.99K +22 +4%
VFA
415
Virtus Fund Advisers
Connecticut
$175K
C
416
Covestor
United Kingdom
$164K -$14.6K -46 -8%
GWP
417
Gen-Wealth Partners
Michigan
$154K +$154K +486 New
CFGS
418
Concourse Financial Group Securities
Alabama
$144K -$318 -1 -0.2%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$135K +$135K +424 New
KOCAA
420
Knights of Columbus Asset Advisors
Connecticut
$130K -$8.09M -25,465 -98%
NC
421
nVerses Capital
Florida
$127K +$127K +400 New
S
422
SignatureFD
Georgia
$126K +$20K +63 +19%
CA
423
Clearstead Advisors
Ohio
$120K +$51.5K +155 +76%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$114K -$13.3K -42 -11%
CP
425
Castleview Partners
Texas
$111K