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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
American Century Companies
201
American Century Companies
Missouri
$611K +$157K +1,352 +34%
MPM
202
Meritage Portfolio Management
Kansas
$582K +$16.7K +144 +3%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$573K -$66.9K -575 -10%
I
204
InceptionR
California
$543K +$549K +4,717 New
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$541K +$546K +4,698 New
TFA
206
Toth Financial Advisory
Virginia
$538K +$544K +4,675 New
KAS
207
Kestra Advisory Services
Texas
$530K +$535K +4,602 New
CF
208
Cantor Fitzgerald
New York
$524K +$3.84K +33 +0.7%
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$513K -$261K -2,246 -33%
Man Group
210
Man Group
United Kingdom
$511K +$27.4K +236 +6%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$506K +$5.23K +45 +1%
CIP
212
Cornerstone Investment Partners
Georgia
$500K -$107K -922 -18%
PAMS
213
Pictet Asset Management (Switzerland)
Switzerland
$493K +$230K +1,980 +86%
BBA
214
Baader Bank Aktiengesellschaft
Germany
$483K +$488K +4,200 New
Lido Advisors
215
Lido Advisors
California
$476K +$35K +301 +8%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$472K +$150K +1,286 +46%
PMEF
217
Point72 Middle East FZE
United Arab Emirates
$472K +$477K +4,101 New
EGM
218
Engineers Gate Manager
New York
$469K +$215K +1,853 +83%
QC
219
Quadrature Capital
United Kingdom
$465K +$471K +4,046 New
QT
220
Quantbot Technologies
New York
$465K +$470K +4,038 New
BFM
221
Boston Financial Management
Massachusetts
$463K – – –
CL
222
CIM LLC
New York
$423K -$37.7K -324 -8%
BCM
223
BTC Capital Management
Iowa
$419K -$55.1K -474 -12%
KIA
224
KLR Investment Advisors
Rhode Island
$417K +$422K +3,627 New
IFS
225
Ifrah Financial Services
Arkansas
$413K -$12.3K -106 -3%
7 8
9
10 11

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.