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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 %
BCM
526
BluePath Capital Management
Georgia
$220K +$220K +500 New
C
527
Covestor
United Kingdom
$218K +$21.2K +50 +11%
BAM
528
Belpointe Asset Management
Nevada
$215K -$354 -1 -0.2%
NWAG
529
Net Worth Advisory Group
Utah
$215K -$6.36K -15 -3%
FPAS
530
Focus Partners Advisor Solutions
Missouri
$214K +$214K +505 New
RGF
531
Retirement Guys Formula
Ohio
$214K -$25.5K -60 -11%
PCS
532
Personal CFO Solutions
New Jersey
$212K +$212K +499 New
DO
533
denkapparat Operations
Germany
$210K +$210K +496 New
WI
534
WBI Investments
New Jersey
$210K -$1.66M -3,912 -89%
BFA
535
Brendel Financial Advisors
New Hampshire
$207K +$207K +488 New
FC
536
Farringdon Capital
United Kingdom
$204K +$204K +481 New
SOW
537
State of Wyoming
Wyoming
$199K -$223K -525 -53%
CFP
538
Comprehensive Financial Planning
Pennsylvania
$196K +$196K +463 New
PA
539
Parallel Advisors
California
$167K +$22.1K +52 +15%
S
540
SignatureFD
Georgia
$167K +$6.79K +16 +4%
HT
541
Headlands Technologies
Illinois
$167K +$167K +393 New
CFGS
542
Concourse Financial Group Securities
Alabama
$162K -$294K -534 -64%
VFA
543
Virtus Fund Advisers
Connecticut
$160K -$7.63K -18 -5%
QL
544
Quarry LP
New York
$159K +$74.2K +175 +87%
CP
545
Castleview Partners
Texas
$150K – – –
GC
546
Globeflex Capital
California
$147K +$147K +347 New
AF
547
Advisornet Financial
Minnesota
$145K -$58.9K -139 -29%
CIM
548
Contravisory Investment Management
Massachusetts
$122K +$57.7K +136 +89%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$112K +$22.1K +52 +25%
RFA
550
Reyes Financial Architecture
California
$106K +$106K +250 New
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