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Comfort Systems

665 hedge funds and large institutions have $14.4B invested in Comfort Systems in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 222 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

13% more funds holding

Funds holding: 590665 (+75)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.36B)

1.79% more ownership

Funds ownership: 93.62%95.41% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 236

18% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $62.8M

Holders
665
Holders Change
+75
Holders Change %
+12.71%
% of All Funds
8.76%
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
222
Reduced
236
Closed
54
Calls
$51.8M
Puts
$62.8M
Net Calls
-$11M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$99M +$91.4M +208,283 +824%
HRCM
27
Hood River Capital Management
Florida
$98.4M -$68.8M -156,789 -40%
Royal London Asset Management
28
Royal London Asset Management
United Kingdom
$96.4M -$12.4M -28,242 -11%
N
29
Nuveen
North Carolina
$96.2M -$11.7M -26,613 -10%
BCPEMI
30
Bain Capital Public Equity Management II
Massachusetts
$87.2M +$68.1M +155,204 +307%
GKIM
31
GW&K Investment Management
Massachusetts
$82.3M -$21.2M -48,229 -20%
Franklin Resources
32
Franklin Resources
California
$74M +$3.88M +8,827 +5%
Principal Financial Group
33
Principal Financial Group
Iowa
$73.7M -$3.01M -6,852 -4%
MP
34
Munro Partners
Australia
$73.5M -$801K -1,825 -1%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$72.2M +$16M +36,482 +27%
Millennium Management
36
Millennium Management
New York
$70.9M -$3.16M -7,198 -4%
Jennison Associates
37
Jennison Associates
New York
$69.8M -$5.3M -12,080 -7%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$68.1M -$8.6M -19,581 -11%
UBS AM
39
UBS AM
Illinois
$67.6M -$3.46M -7,891 -5%
DCM
40
Driehaus Capital Management
Illinois
$67.4M -$20M -45,627 -22%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$62.7M -$6.21M -14,144 -9%
EAM
42
EULAV Asset Management
Florida
$61.5M +$2.19K +5 +0%
Ameriprise
43
Ameriprise
Minnesota
$60.5M +$31.7M +72,268 +103%
Comerica Bank
44
Comerica Bank
Texas
$60M +$1.8M +4,108 +3%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$58.1M +$1.91M +4,341 +3%
Man Group
46
Man Group
United Kingdom
$57.9M +$32.2M +73,226 +116%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$57M +$14.2M +32,269 +32%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$54.3M -$6.02M -13,721 -10%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$51.6M +$14.1M +32,132 +36%
SFM
50
Systematic Financial Management
New Jersey
$50M -$5.12M -11,651 -9%

FIX Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2024, worth a combined $14.4B — up 10% from $13B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FIX positions and 54 closed out — a net gain of 84 holders — while 222 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Baillie Gifford & Co, cutting an estimated $176M.

  • 665 institutional investors held Comfort Systems (FIX) as of Q4 2024, up from 590 in Q3 2024.
  • Funds reported $14.4B of Comfort Systems stock for Q4 2024, up 10% quarter-over-quarter.
  • 138 funds opened new Comfort Systems positions in Q4 2024 and 54 closed out, a net change of +84 holders.
  • The largest Comfort Systems buyer in Q4 2024 was JP Morgan Chase, an estimated $110M added.
  • The largest Comfort Systems seller in Q4 2024 was Baillie Gifford & Co, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.