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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 %
AHL
501
Abel Hall LLC
Louisiana
$263K – – –
WMA
502
West Michigan Advisors
Michigan
$261K +$261K +616 New
BWP
503
Balboa Wealth Partners
Arizona
$260K +$260K +612 New
CAM
504
Claret Asset Management
Quebec, Canada
$257K +$1.7K +4 +0.7%
HIC
505
Holderness Investments Company
North Carolina
$257K +$257K +605 New
KWM
506
Keebeck Wealth Management
Illinois
$256K +$256K +604 New
AI
507
AXS Investments
New York
$254K – – –
PIA
508
Prakash Investment Advisors
Massachusetts
$254K +$254K +600 New
PFG
509
Prosperity Financial Group
California
$254K +$36.5K +86 +17%
IAP
510
Indie Asset Partners
Indiana
$252K – – –
CWM
511
Connecticut Wealth Management
Connecticut
$250K – – –
PAG
512
Private Advisor Group
New Jersey
$249K -$198K -467 -44%
DAS
513
Dynamic Advisor Solutions
Arizona
$243K -$228K -537 -48%
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$242K +$242K +571 New
SCM
515
Sterling Capital Management
North Carolina
$241K -$31.4K -74 -12%
CNBT
516
Canandaigua National Bank & Trust
New York
$240K -$11.9K -28 -5%
FTUS
517
Flow Traders U.S.
New York
$240K +$240K +567 New
RS
518
R Squared
Hong Kong
$229K +$229K +540 New
LFP
519
Leeward Financial Partners
Washington
$229K +$229K +539 New
JSW
520
Journey Strategic Wealth
New Jersey
$228K -$14K -33 -6%
ATPW
521
Ashton Thomas Private Wealth
Arizona
$226K -$4.67K -11 -2%
GT
522
Glenview Trust
Kentucky
$225K -$106K -249 -32%
BCG
523
Bravias Capital Group
New Jersey
$225K +$225K +515 New
Marshall Wace
524
Marshall Wace
United Kingdom
$224K +$224K +529 New
MWM
525
Mindset Wealth Management
Indiana
$223K – – –
19 20
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