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Comfort Systems

233 hedge funds and large institutions have $1.73B invested in Comfort Systems in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $572K

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $1.55B → $1.73B (+$180M)

6% more funds holding

Funds holding: 220233 (+13)

0.37% less ownership

Funds ownership: 95.34%94.97% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 91

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
41
Increased
72
Reduced
91
Closed
20
Calls
$3.16M
Puts
$572K
Net Calls
+$2.59M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
176
Verition Fund Management
Connecticut
$263K +$257K +5,283 New
TCM
177
Teza Capital Management
Illinois
$244K +$238K +4,890 New
ECM
178
Everence Capital Management
Indiana
$240K
P
179
Pitcairn
Pennsylvania
$238K -$6.66K -137 -3%
AIM
180
Aigen Investment Management
New York
$237K +$231K +4,757 New
MAM
181
Meeder Asset Management
Ohio
$226K -$302K -6,209 -58%
MML Investors Services
182
MML Investors Services
Massachusetts
$224K -$31.8K -655 -13%
CAN
183
Cetera Advisor Networks
California
$222K +$214K +4,409 New
AG
184
Advisor Group
Arizona
$218K -$28.8K -592 -12%
IFS
185
Ifrah Financial Services
Arkansas
$218K +$213K +4,380 New
FL
186
Fort LP
Maryland
$215K +$4.86K +100 +2%
GT
187
Glenmede Trust
Pennsylvania
$214K +$35K +720 +20%
Truist Financial
188
Truist Financial
North Carolina
$213K +$207K +4,262 New
CAM
189
Cresset Asset Management
Illinois
$210K +$205K +4,215 New
PP
190
PDT Partners
New York
$206K +$201K +4,142 New
BPM
191
Bowling Portfolio Management
Ohio
$204K +$199K +4,086 New
GH
192
GAM Holding
Switzerland
$203K -$108K -2,217 -35%
CG
193
Caprock Group
Idaho
$203K +$198K +4,082 New
IUHSA
194
Itau Unibanco Holding S.A.
Brazil
$198K +$193K +3,971 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$189K -$17.2K -353 -9%
AIP
196
Ameritas Investment Partners
Nebraska
$159K +$7.2K +148 +5%
SG Americas Securities
197
SG Americas Securities
New York
$133K -$181K -3,724 -58%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$126K +$146 +3 +0.1%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$109K
US Bancorp
200
US Bancorp
Minnesota
$82K +$15.9K +328 +25%

FIX Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q4 2019, worth a combined $1.73B — up 12% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIX positions and 20 closed out — a net gain of 21 holders — while 72 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $22.9M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $15.8M sold.

  • 233 institutional investors held Comfort Systems (FIX) as of Q4 2019, up from 220 in Q3 2019.
  • Funds reported $1.73B of Comfort Systems stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Comfort Systems positions in Q4 2019 and 20 closed out, a net change of +21 holders.
  • The largest Comfort Systems buyer in Q4 2019 was T. Rowe Price Associates, an estimated $22.9M added.
  • The largest Comfort Systems seller in Q4 2019 was Copper Rock Capital Partners, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2019.