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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 %
IPW
451
Impact Partnership Wealth
Georgia
$379K -$2.97K -7 -0.8%
PA
452
Profund Advisors
Maryland
$373K -$61.5K -145 -14%
AFCM
453
Applied Finance Capital Management
Puerto Rico
$371K – – –
Mercer Global Advisors
454
Mercer Global Advisors
Colorado
$371K +$119K +281 +47%
BTW
455
Boston Trust Walden
Massachusetts
$371K +$108K +254 +41%
MYAM
456
Meiji Yasuda Asset Management
Japan
$367K -$3.82K -9 -1%
FFA
457
Farther Finance Advisors
California
$366K -$112K -263 -23%
BAM
458
Blueshift Asset Management
New Jersey
$366K -$125K -295 -25%
GCM
459
Gallacher Capital Management
Colorado
$363K +$117K +276 +48%
KWA
460
Kingswood Wealth Advisors
California
$360K +$360K +848 New
CAM
461
Cresset Asset Management
Illinois
$359K -$429K -1,010 -54%
RA
462
Royce & Associates
New York
$358K -$2.36M -5,577 -87%
NW
463
NewEdge Wealth
Pennsylvania
$356K +$356K +840 New
FFM
464
Forum Financial Management
Illinois
$352K +$424 +1 +0.1%
PFP
465
Pinnacle Financial Partners
Tennessee
$346K – – –
CCAL
466
City Center Advisors LLC
Michigan
$344K -$128K -302 -27%
Rafferty Asset Management
467
Rafferty Asset Management
New York
$343K -$4.24K -10 -1%
MS
468
Maven Securities
Jersey
$339K +$339K +800 New
VCA
469
Verdence Capital Advisors
Maryland
$339K -$13.1K -31 -4%
IWM
470
IHT Wealth Management
Illinois
$339K -$21.2K -50 -6%
PIM
471
Plato Investment Management
Australia
$336K +$336K +789 New
CWP
472
Cyndeo Wealth Partners
Florida
$335K – – –
DWM
473
Dakota Wealth Management
Florida
$334K +$12.3K +29 +4%
Brown Advisory
474
Brown Advisory
Maryland
$334K – – –
PA
475
PharVision Advisers
Florida
$333K +$333K +786 New
17 18
19
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