We are live on ! Find out more
FIX icon

Comfort Systems

233 hedge funds and large institutions have $1.73B invested in Comfort Systems in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $572K

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $1.55B → $1.73B (+$180M)

6% more funds holding

Funds holding: 220233 (+13)

0.37% less ownership

Funds ownership: 95.34%94.97% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 91

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
41
Increased
72
Reduced
91
Closed
20
Calls
$3.16M
Puts
$572K
Net Calls
+$2.59M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$19M +$1.39M +28,553 +8%
Citadel Advisors
27
Citadel Advisors
Florida
$18M +$3.77M +77,506 +27%
Millennium Management
28
Millennium Management
New York
$17.9M +$146K +2,999 +0.8%
Charles Schwab
29
Charles Schwab
California
$17.2M +$10.3K +212 +0.1%
Man Group
30
Man Group
United Kingdom
$17.2M +$9.9M +203,505 +144%
Wells Fargo
31
Wells Fargo
California
$17.2M -$10.2M -209,608 -38%
Principal Financial Group
32
Principal Financial Group
Iowa
$15.7M -$474K -9,741 -3%
JP Morgan Chase
33
JP Morgan Chase
New York
$15.4M +$277K +5,701 +2%
Invesco
34
Invesco
Georgia
$13.4M -$694K -14,281 -5%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$13M +$69.2K +1,424 +0.6%
FWIA
36
Fort Washington Investment Advisors
Ohio
$12.8M +$579K +11,900 +5%
RCMC
37
RK Capital Management (Colorado)
Colorado
$12.8M +$1.92M +39,430 +18%
AA
38
Ancora Advisors
Ohio
$10.4M +$808K +16,620 +9%
RJA
39
Raymond James & Associates
Florida
$10.3M +$1.73M +35,655 +21%
RA
40
Royce & Associates
New York
$9.69M -$237K -4,876 -2%
EIP
41
Epoch Investment Partners
New York
$9M -$5.32M -109,400 -38%
Impax Asset Management Group
42
Impax Asset Management Group
United Kingdom
$8.39M -$829K -17,046 -9%
Lazard Asset Management
43
Lazard Asset Management
New York
$8.06M +$870K +17,896 +12%
TAM
44
Third Avenue Management
New York
$6.71M
Goldman Sachs
45
Goldman Sachs
New York
$6.52M +$1.61M +33,213 +34%
Squarepoint
46
Squarepoint
New York
$5.92M +$4.17M +85,722 +260%
AllianceBernstein
47
AllianceBernstein
Tennessee
$5.9M +$9.72K +200 +0.2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$5.85M +$383K +7,882 +7%
EAM
49
Eagle Asset Management
Florida
$5.61M -$210K -4,326 -4%
Marshall Wace
50
Marshall Wace
United Kingdom
$5.55M -$850K -17,491 -14%

FIX Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2019, worth a combined $1.73B — up 12% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIX positions and 20 closed out — a net gain of 21 holders — while 72 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $22.9M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $15.8M sold.

  • 233 institutional investors held Comfort Systems (FIX) as of Q4 2019, up from 220 in Q3 2019.
  • Funds reported $1.73B of Comfort Systems stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Comfort Systems positions in Q4 2019 and 20 closed out, a net change of +21 holders.
  • The largest Comfort Systems buyer in Q4 2019 was T. Rowe Price Associates, an estimated $22.9M added.
  • The largest Comfort Systems seller in Q4 2019 was Copper Rock Capital Partners, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2019.