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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 %
CG
476
Caprock Group
Idaho
$331K +$3.82K +9 +1%
MOS
477
MGO One Seven
Ohio
$331K -$22.9K -54 -6%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$329K -$3.6K -8 -1%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$321K +$21.2K +50 +7%
BTI
480
Blue Trust Inc
Georgia
$319K -$19.1K -45 -6%
BFM
481
Boothbay Fund Management
New York
$318K +$318K +749 New
CFO
482
Callan Family Office
Pennsylvania
$316K +$316K +746 New
MC
483
Moors & Cabot
Massachusetts
$313K +$313K +738 New
AWM
484
Apollon Wealth Management
South Carolina
$312K -$400K -943 -56%
DWT
485
Dorsey & Whitney Trust
South Dakota
$302K – – –
EDRH
486
Edmond de Rothschild Holding
Switzerland
$297K +$297K +700 New
NW
487
Naviter Wealth
Arkansas
$297K +$297K +700 New
NAG
488
Northstar Advisory Group
New Jersey
$294K -$321K -758 -52%
Capstone Investment Advisors
489
Capstone Investment Advisors
New York
$292K +$292K +688 New
HWM
490
HB Wealth Management
Georgia
$292K +$292K +688 New
GWP
491
Gen-Wealth Partners
Michigan
$283K – – –
SC
492
Shay Capital
New York
$279K +$279K +658 New
PCM
493
Prelude Capital Management
New York
$276K -$62.8K -148 -19%
CM
494
Castleark Management
Illinois
$276K – – –
OF
495
Optimize Financial
California
$276K +$276K +650 New
GI
496
GAMMA Investing
California
$272K +$33.5K +79 +14%
ECM
497
Everence Capital Management
Indiana
$271K +$271K +640 New
KWM
498
Kingsview Wealth Management
Oregon
$268K -$2.12K -5 -0.8%
SB
499
Strategic Blueprint
Georgia
$266K -$12.3K -29 -4%
PA
500
PFG Advisors
Arizona
$264K +$264K +623 New
18 19
20
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