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Comfort Systems
FIX

337 hedge funds and large institutions have $3.77B invested in Comfort Systems in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

129% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.52M

13% more funds holding

Funds holding: 298 → 337 (+39)

11% more capital invested

Capital invested by funds: $3.4B → $3.77B (+$369M)

2.37% less ownership

Funds ownership: 97.73% → 95.36% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 129

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
337
Holders Change
+39
Holders Change %
+13.09%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
110
Reduced
129
Closed
21
Calls
$3.48M
Puts
$1.52M
Net Calls
+$1.96M
Net Calls Change
-$379K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$50.1M
2
BlackRock
BlackRock
New York
+$39.3M
3
HRCM
Hood River Capital Management
Florida
+$21.7M
4
Millennium Management
Millennium Management
New York
+$21.2M
5
Invesco
Invesco
Georgia
+$18.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.8M
2
RRAM
River Road Asset Management
Kentucky
-$70.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.4M
5
Brown Advisory
Brown Advisory
Maryland
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$5.5M +$4.56M +39,231 +457%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$5.48M +$4.46M +38,389 +418%
HI
78
Handelsinvest Investeringsforvaltning
Denmark
$5.41M +$5.47M +47,000 New
SEI Investments
79
SEI Investments
Pennsylvania
$5.4M +$3.42M +29,409 +168%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$5.21M +$37.4K +322 +0.7%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$5.06M +$1.88M +16,152 +58%
ECM
82
ExodusPoint Capital Management
New York
$4.98M +$5.03M +43,251 New
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$4.98M +$5.04M +43,299 New
CS
84
Credit Suisse
Switzerland
$4.72M +$1.13M +9,686 +31%
BCC
85
Bridge City Capital
Oregon
$4.55M -$33.5K -288 -0.7%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$4.48M -$2.44K -21 -0.1%
SAM
87
Stansberry Asset Management
Texas
$4.48M -$2.58M -22,177 -36%
UBS AM
88
UBS AM
Illinois
$4.42M -$519K -4,466 -10%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.4M +$660K +5,676 +17%
Squarepoint
90
Squarepoint
New York
$4.39M -$1.41M -12,114 -24%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$4.35M +$3.21M +27,614 +272%
Canada Life
92
Canada Life
Manitoba, Canada
$4.28M -$351K -3,022 -8%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$4.22M -$34.9K -300 -0.8%
Comerica Bank
94
Comerica Bank
Texas
$4.04M -$2.27M -19,492 -37%
BCI
95
Brinker Capital Investments
Pennsylvania
$3.92M -$437K -3,756 -10%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.88M -$729K -6,272 -16%
Renaissance Technologies
97
Renaissance Technologies
New York
$3.72M +$3.76M +32,300 New
CM
98
Castleark Management
Illinois
$3.61M +$3.65M +31,410 New
Citigroup
99
Citigroup
New York
$3.37M +$1.12M +9,605 +49%
CI Investments Inc
100
CI Investments Inc
Ontario, Canada
$3.35M -$457K -3,934 -12%
2 3
4
5 6

FIX Hedge Fund Activity: Q4 2022 in Review

337 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2022, worth a combined $3.77B — up 11% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FIX positions and 21 closed out — a net gain of 45 holders — while 110 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.1M. The largest seller was Janus Henderson Group, cutting an estimated $90.8M.

  • 337 institutional investors held Comfort Systems (FIX) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $3.77B of Comfort Systems stock for Q4 2022, up 11% quarter-over-quarter.
  • 66 funds opened new Comfort Systems positions in Q4 2022 and 21 closed out, a net change of +45 holders.
  • The largest Comfort Systems buyer in Q4 2022 was AllianceBernstein, an estimated $50.1M added.
  • The largest Comfort Systems seller in Q4 2022 was Janus Henderson Group, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2022.