We are live on ! Find out more
FIX icon

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
TAM
101
Third Avenue Management
New York
$3.33M -$1.57M -13,498 -32%
EIP
102
Epoch Investment Partners
New York
$3.28M -$4.22M -36,330 -56%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$3.21M +$497K +4,275 +18%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$3.2M – – –
KOCAA
105
Knights of Columbus Asset Advisors
Connecticut
$3.09M -$34.5K -297 -1%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$3.05M +$3.09M +26,534 New
Victory Capital Management
107
Victory Capital Management
Texas
$2.98M -$66M -567,469 -96%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$2.87M +$13.8K +119 +0.5%
TPSF
109
Texas Permanent School Fund
Texas
$2.77M -$197K -1,691 -7%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$2.72M +$1.94M +16,645 +238%
YCM
111
Yousif Capital Management
Michigan
$2.69M -$758K -6,520 -22%
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$2.67M +$9.07K +78 +0.3%
ACA
113
Aptus Capital Advisors
Alabama
$2.63M -$178K -1,532 -6%
PWS
114
Peterson Wealth Services
Utah
$2.53M +$3.95K +34 +0.2%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$2.52M -$359K -3,086 -12%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.41M -$1.98K -17 -0.1%
Deutsche Bank
117
Deutsche Bank
Germany
$2.39M +$479K +4,123 +25%
Barclays
118
Barclays
United Kingdom
$2.38M +$481K +4,136 +25%
HighTower Advisors
119
HighTower Advisors
Illinois
$2.35M +$2.12M +18,248 +780%
EGI
120
EAM Global Investors
California
$2.26M +$2.67K +23 +0.1%
Jane Street
121
Jane Street
New York
$2.26M +$1.05M +8,996 +85%
AIG
122
American International Group
New York
$2.22M -$17.8K -153 -0.8%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$2.21M -$115K -986 -5%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$2.15M +$507K +4,363 +31%
TI
125
Trexquant Investment
Connecticut
$2.14M +$1.61M +13,878 +295%
3 4
5
6 7

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.