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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 %
CMP
551
Coston McIsaac & Partners
Maine
$98K – – –
AA
552
AlphaCentric Advisors
Puerto Rico
$90.7K -$15.7K -37 -15%
HI
553
Harbour Investments
Wisconsin
$89.2K +$425 +1 +0.5%
OC
554
Oarsman Capital
Wisconsin
$87.9K -$850 -2 -1%
HNB
555
Huntington National Bank
Ohio
$81.8K +$8.91K +21 +12%
FLP
556
Financial Life Planners
Arizona
$80.6K +$80.6K +190 New
SS
557
SBI Securities
Japan
$79.3K +$79.3K +187 New
AssetMark Inc
558
AssetMark Inc
California
$75.9K +$2.97K +7 +4%
IA
559
IFP Advisors
Florida
$72.1K +$9.75K +23 +16%
VSQM
560
V-Square Quantitative Management
Illinois
$70.8K +$17.4K +41 +33%
AS
561
Altshuler Shaham
Israel
$69.1K +$69.1K +163 New
T
562
Transce3nd
Texas
$68.4K +$68.4K +161 New
TWD
563
True Wealth Design
Ohio
$66.2K +$8.06K +19 +14%
SAM
564
Smartleaf Asset Management
Massachusetts
$65.3K +$26.2K +61 +67%
BBHC
565
Brown Brothers Harriman & Co
New York
$62.3K – – –
GRP
566
Global Retirement Partners
California
$59.6K -$2.11K -5 -3%
RA
567
Rise Advisors
New York
$58.7K – – –
GM
568
GeoWealth Management
Illinois
$58.1K +$848 +2 +1%
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$57.2K +$2.54K +6 +5%
BAM
570
Byrne Asset Management
New Jersey
$55.1K – – –
TSMHT
571
Thurston Springer Miller Herd & Titak
Indiana
$53.4K +$11.9K +28 +29%
RS
572
Rakuten Securities
Japan
$49.6K -$71.7K -169 -59%
Skandinaviska Enskilda Banken (SEB)
573
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.1K +$44.6K +104 +1,300%
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K +$25.8K +59 +131%
PTC
575
Private Trust Company
Ohio
$45K +$13.1K +31 +41%
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