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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 %
AA
426
ALPS Advisors
Colorado
$437K – – –
DAM
427
Deltec Asset Management
New York
$424K +$424K +1,000 New
PS
428
Principal Securities
Iowa
$422K -$94.6K -223 -18%
SVWAG
429
Sound View Wealth Advisors Group
Georgia
$422K +$25.4K +60 +6%
TDC
430
Thompson Davis & Co
Virginia
$420K +$40.3K +95 +11%
ETC
431
Exchange Traded Concepts
Oklahoma
$420K -$2.35M -5,535 -85%
SPA
432
Sherbrooke Park Advisers
New York
$420K +$420K +990 New
UB
433
UMB Bank
Missouri
$416K +$19.1K +45 +5%
TPCW
434
TD Private Client Wealth
New York
$416K -$45.4K -107 -10%
PWS
435
Precision Wealth Strategies
Missouri
$412K +$412K +972 New
SAM
436
Sawgrass Asset Management
Florida
$410K -$177K -418 -30%
IWA
437
Icon Wealth Advisors
Texas
$404K +$30.5K +72 +8%
AB
438
ANB Bank
Colorado
$403K +$403K +950 New
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$397K +$333K +786 +521%
MAP
440
Moody Aldrich Partners
Massachusetts
$394K -$848 -2 -0.2%
EW
441
Evoke Wealth
California
$390K +$5.09K +12 +1%
LAM
442
Lifestyle Asset Management
Texas
$389K -$39.9K -94 -9%
SWM
443
Spire Wealth Management
Virginia
$388K +$42.8K +101 +12%
LAM
444
L2 Asset Management
Massachusetts
$387K -$14.8K -35 -4%
SS
445
Sunbelt Securities
Texas
$384K +$200K +466 +109%
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
$384K +$52.9K +125 +16%
KIA
447
Knollwood Investment Advisory
Maryland
$382K – – –
SC
448
Syon Capital
California
$381K -$14K -33 -4%
AA
449
Armis Advisers
Georgia
$381K +$381K +898 New
WSC
450
Wellington Shields & Co
New York
$380K +$63.6K +150 +20%
16 17
18
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