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Comfort Systems
FIX

144 hedge funds and large institutions have $694M invested in Comfort Systems in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more funds holding

Funds holding: 121 → 144 (+23)

13% more capital invested

Capital invested by funds: $612M → $694M (+$82.3M)

1.67% less ownership

Funds ownership: 97.62% → 95.95% (-1.7%)

44% less call options, than puts

Call options by funds: $931K | Put options by funds: $1.66M

Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
54
Reduced
44
Closed
8
Calls
$931K
Puts
$1.66M
Net Calls
-$724K
Net Calls Change
-$1.11M

Top Buyers

1
QBFM
QS Batterymarch Financial Management
New York
+$5.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.14M
3
GAM
Gotham Asset Management
New York
+$3.63M
4
Millennium Management
Millennium Management
New York
+$3.39M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.32M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$30.2M
2
Goldman Sachs
Goldman Sachs
New York
-$19.6M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.03M
4
EAM
Eagle Asset Management
Florida
-$4.14M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
QBFM
26
QS Batterymarch Financial Management
New York
$5.77M +$5.62M +297,319 New
GIM
27
Granahan Investment Management
Massachusetts
$5.33M +$291K +15,387 +6%
Renaissance Technologies
28
Renaissance Technologies
New York
$4.89M +$4.14M +219,000 +656%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$4.84M +$1.48M +78,051 +45%
CRCP
30
Copper Rock Capital Partners
Massachusetts
$4.48M -$18.2K -961 -0.4%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.46M +$258K +13,635 +6%
Millennium Management
32
Millennium Management
New York
$4.46M +$3.39M +179,432 +356%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$4.34M +$3.32M +175,640 +362%
TCIM
34
TIAA CREF Investment Management
New York
$4M +$115K +6,093 +3%
Two Sigma Investments
35
Two Sigma Investments
New York
$3.98M +$2.58M +136,277 +197%
RFC
36
Russell Frank Company
Washington
$3.86M +$1.44M +76,261 +62%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$3.79M +$1.75M +92,358 +90%
KCM
38
Kennedy Capital Management
Missouri
$3.31M +$1.08M +57,181 +50%
SGAM
39
Smith Group Asset Management
Texas
$2.98M -$15.3K -810 -0.5%
BIM
40
Bogle Investment Management
Massachusetts
$2.89M +$1.66M +87,683 +143%
MSA
41
Mason Street Advisors
Wisconsin
$2.73M +$2.56M +135,454 +2,468%
BIM
42
BlackRock Investment Management
Delaware
$2.71M -$75.3K -3,983 -3%
USAA
43
United Services Automobile Association
Texas
$2.64M – – –
Wells Fargo
44
Wells Fargo
California
$2.63M +$1.29M +68,145 +101%
PCM
45
Perritt Capital Management
Illinois
$2.6M -$1.52M -80,400 -37%
PPA
46
Parametric Portfolio Associates
Washington
$2.45M -$382K -20,213 -14%
CS
47
Credit Suisse
Switzerland
$2.42M +$1.3M +68,822 +122%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2.16M +$1.54M +81,700 +277%
Charles Schwab
49
Charles Schwab
California
$1.93M +$184K +9,748 +11%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M +$32.1K +1,700 +2%
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FIX Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2013, worth a combined $694M — up 13% from $612M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FIX positions and 8 closed out — a net gain of 23 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was QS Batterymarch Financial Management, opening a new position worth an estimated $5.62M. The largest seller was Capital Research Global Investors, cutting an estimated $30.2M.

  • 144 institutional investors held Comfort Systems (FIX) as of Q4 2013, up from 121 in Q3 2013.
  • Funds reported $694M of Comfort Systems stock for Q4 2013, up 13% quarter-over-quarter.
  • 31 funds opened new Comfort Systems positions in Q4 2013 and 8 closed out, a net change of +23 holders.
  • The largest Comfort Systems buyer in Q4 2013 was QS Batterymarch Financial Management, an estimated $5.62M added.
  • The largest Comfort Systems seller in Q4 2013 was Capital Research Global Investors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2013.