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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
8.01%
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 %
SC
401
Syon Capital
California
$283K – – –
IPW
402
Impact Partnership Wealth
Georgia
$282K -$4.26K -14 -1%
UB
403
UMB Bank
Missouri
$278K -$315K -1,037 -53%
EW
404
Evoke Wealth
California
$274K +$304 +1 +0.1%
KIA
405
Knollwood Investment Advisory
Maryland
$274K +$274K +900 New
MYAM
406
Meiji Yasuda Asset Management
Japan
$273K -$4.56K -15 -2%
MYIA
407
Mount Yale Investment Advisors
Colorado
$273K -$2.43K -8 -0.9%
Rafferty Asset Management
408
Rafferty Asset Management
New York
$268K +$268K +881 New
SCM
409
Semanteon Capital Management
Massachusetts
$262K +$262K +861 New
ACP
410
Arcus Capital Partners
Georgia
$259K +$259K +853 New
KBC Group
411
KBC Group
Belgium
$259K +$20.3K +67 +9%
NI
412
NDVR Inc
Massachusetts
$258K -$5.47K -18 -2%
FFM
413
Forum Financial Management
Illinois
$253K +$1.22K +4 +0.5%
MCM
414
MAI Capital Management
Ohio
$253K +$22.8K +75 +10%
SW
415
SteelPeak Wealth
California
$253K +$253K +831 New
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$251K +$51.7K +170 +26%
FTDI
417
First Trust Direct Indexing
Massachusetts
$250K +$250K +821 New
PFP
418
Pinnacle Financial Partners
Tennessee
$248K – – –
BTI
419
Blue Trust Inc
Georgia
$248K +$49.9K +157 +25%
ONB
420
Old National Bancorp
Indiana
$245K +$245K +807 New
Brown Advisory
421
Brown Advisory
Maryland
$240K -$3.56M -11,699 -94%
CWP
422
Cyndeo Wealth Partners
Florida
$240K – – –
SVWAG
423
Sound View Wealth Advisors Group
Georgia
$238K -$200K -657 -46%
VCA
424
Verdence Capital Advisors
Maryland
$235K -$4.26K -14 -2%
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$235K +$107K +353 +83%
15 16
17
18 19