We are live on ! Find out more
FIX icon

Comfort Systems
FIX

347 hedge funds and large institutions have $5.03B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $1.05M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

33% more capital invested

Capital invested by funds: $3.77B → $5.03B (+$1.25B)

3% more funds holding

Funds holding: 337 → 347 (+10)

1.56% more ownership

Funds ownership: 95.36% → 96.92% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 137

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
123
Reduced
137
Closed
36
Calls
$5.9M
Puts
$1.05M
Net Calls
+$4.85M
Net Calls Change
+$2.9M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.3M
2
Invesco
Invesco
Georgia
+$33.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$24.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$40.1M
2
RRAM
River Road Asset Management
Kentucky
-$37.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$48M -$6.92M -53,323 -14%
SFM
27
Systematic Financial Management
New Jersey
$45.9M -$829K -6,389 -2%
RRAM
28
River Road Asset Management
Kentucky
$43.9M -$37.9M -291,872 -49%
Capital Research Global Investors
29
Capital Research Global Investors
California
$43.6M -$3.73M -28,773 -9%
Citadel Advisors
30
Citadel Advisors
Florida
$39.4M +$14.8M +114,011 +73%
GIC
31
GFI Investment Counsel
Ontario, Canada
$39.2M -$46.2K -356 -0.1%
DCM
32
Driehaus Capital Management
Illinois
$36.7M +$581K +4,476 +2%
BTW
33
Boston Trust Walden
Massachusetts
$34.9M +$854K +6,587 +3%
CAM
34
Congress Asset Management
Massachusetts
$31.2M +$493K +3,804 +2%
Victory Capital Management
35
Victory Capital Management
Texas
$31.2M +$24.4M +187,935 +726%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$31.1M -$4.41M -34,009 -14%
RS
37
Robeco Schweiz
Switzerland
$29.6M +$1.87M +14,379 +8%
TCM
38
Tributary Capital Management
Nebraska
$29.2M +$811K +6,255 +3%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$28.3M -$576K -4,439 -2%
Millennium Management
40
Millennium Management
New York
$25.2M -$8.43M -65,005 -27%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$23.3M +$3.53M +27,250 +21%
PAM
42
Panagora Asset Management
Massachusetts
$22.9M +$4.17M +32,159 +26%
Swedbank
43
Swedbank
Sweden
$20.8M -$973K -7,500 -5%
SAM
44
Storebrand Asset Management
Norway
$20.6M -$1.29M -9,973 -7%
Ameriprise
45
Ameriprise
Minnesota
$20.4M -$675K -5,206 -4%
Handelsbanken Fonder
46
Handelsbanken Fonder
Sweden
$19.9M +$1.18M +9,100 +7%
Goldman Sachs
47
Goldman Sachs
New York
$19.3M -$759K -5,855 -4%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$18.3M -$569K -4,388 -3%
ZCM
49
Ziegler Capital Management
Illinois
$16.3M -$141K -1,085 -1%
PI
50
Putnam Investments
Massachusetts
$15.5M +$6.28M +48,408 +84%
1
2
3 4 5

FIX Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2023, worth a combined $5.03B — up 33% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FIX positions and 36 closed out — a net gain of 15 holders — while 123 added to existing stakes and 137 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.3M. The largest seller was Brown Advisory, cutting an estimated $40.1M.

  • 347 institutional investors held Comfort Systems (FIX) as of Q1 2023, up from 337 in Q4 2022.
  • Funds reported $5.03B of Comfort Systems stock for Q1 2023, up 33% quarter-over-quarter.
  • 51 funds opened new Comfort Systems positions in Q1 2023 and 36 closed out, a net change of +15 holders.
  • The largest Comfort Systems buyer in Q1 2023 was AllianceBernstein, an estimated $35.3M added.
  • The largest Comfort Systems seller in Q1 2023 was Brown Advisory, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.