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Comfort Systems
FIX

347 hedge funds and large institutions have $5.03B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $1.05M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

33% more capital invested

Capital invested by funds: $3.77B → $5.03B (+$1.25B)

3% more funds holding

Funds holding: 337 → 347 (+10)

1.56% more ownership

Funds ownership: 95.36% → 96.92% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 137

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
51
Increased
123
Reduced
137
Closed
36
Calls
$5.9M
Puts
$1.05M
Net Calls
+$4.85M
Net Calls Change
+$2.9M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.3M
2
Invesco
Invesco
Georgia
+$33.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$24.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$40.1M
2
RRAM
River Road Asset Management
Kentucky
-$37.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
151
Pallas Capital Advisors
Massachusetts
$2.27M +$91.8K +708 +4%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$2.25M +$33.2K +256 +2%
LPL Financial
153
LPL Financial
California
$2.24M +$698K +5,383 +54%
MPIA
154
Mountain Pacific Investment Advisers
Idaho
$2.19M +$1.95M +15,000 New
EI
155
EAM Investors
California
$2.14M -$190K -1,466 -9%
LIC
156
Laurus Investment Counsel
Canada
$2.11M +$68.7K +530 +5%
MSRPS
157
Maryland State Retirement & Pension System
Maryland
$2.1M -$41.5K -320 -2%
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$8.69K +67 +0.5%
LCM
159
Legato Capital Management
California
$2.05M – – –
Arrowstreet Capital
160
Arrowstreet Capital
Massachusetts
$2.04M +$1.81M +13,979 New
HAIM
161
Hunter Associates Investment Management
Pennsylvania
$2.03M -$123K -950 -6%
RG
162
Renaissance Group
Kentucky
$1.99M -$225K -1,735 -11%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1.83M +$117K +900 +8%
Osaic Holdings
164
Osaic Holdings
Arizona
$1.82M +$122K +941 +8%
QC
165
Quadrature Capital
United Kingdom
$1.76M +$1.04M +8,015 +198%
State Board of Administration of Florida Retirement System
166
State Board of Administration of Florida Retirement System
Florida
$1.69M – – –
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.68M -$44.4K -342 -3%
M&T Bank
168
M&T Bank
New York
$1.67M -$138K -1,064 -9%
Stifel Financial
169
Stifel Financial
Missouri
$1.65M -$6.23K -48 -0.4%
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$1.63M +$25.9K +200 +2%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M – – –
GAM
172
Gotham Asset Management
New York
$1.59M +$1.41M +10,906 New
SO
173
STRS Ohio
Ohio
$1.58M -$117K -900 -8%
NSIM
174
North Star Investment Management
Illinois
$1.57M – – –
ASRS
175
Arizona State Retirement System
Arizona
$1.51M +$34.5K +266 +3%
5 6
7
8 9

FIX Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2023, worth a combined $5.03B — up 33% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FIX positions and 36 closed out — a net gain of 15 holders — while 123 added to existing stakes and 137 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.3M. The largest seller was Brown Advisory, cutting an estimated $40.1M.

  • 347 institutional investors held Comfort Systems (FIX) as of Q1 2023, up from 337 in Q4 2022.
  • Funds reported $5.03B of Comfort Systems stock for Q1 2023, up 33% quarter-over-quarter.
  • 51 funds opened new Comfort Systems positions in Q1 2023 and 36 closed out, a net change of +15 holders.
  • The largest Comfort Systems buyer in Q1 2023 was AllianceBernstein, an estimated $35.3M added.
  • The largest Comfort Systems seller in Q1 2023 was Brown Advisory, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2023.