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Comfort Systems
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Overview Fund Activity

346 hedge funds and large institutions have $5.01B invested in Comfort Systems in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+10
Holders Change %
+2.98%
% of All Funds
5.54%
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
136
Closed
36
Calls
$5.9M
Puts
$1.05M
Net Calls
+$4.85M
Net Calls Change
+$2.9M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$118M
2
Invesco
2
Invesco
Georgia
$119M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$612M
4
Victory Capital Management
4
Victory Capital Management
Texas
$31.2M
5
Capital World Investors
5
Capital World Investors
California
$321M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$3.97M
2
RRAM
2
River Road Asset Management
Kentucky
$43.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$61.6M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$55.3M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
201
Hillsdale Investment Management
Ontario, Canada
$876K – – –
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$866K +$15.2K +104 +2%
PFO
203
Pathstone Family Office
New Jersey
$841K -$1.43M -9,509 -63%
Allianz Asset Management
204
Allianz Asset Management
Germany
$774K +$774K +5,303 New
MPM
205
Meritage Portfolio Management
Kansas
$770K +$32.4K +222 +4%
ProShare Advisors
206
ProShare Advisors
Maryland
$751K -$66.6K -456 -8%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$740K +$13.3K +91 +2%
WI
208
WBI Investments
New Jersey
$668K +$668K +4,580 New
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$657K +$6.42K +44 +1%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$653K +$11.7K +80 +2%
VanEck Associates
211
VanEck Associates
New York
$651K +$481K +3,295 +283%
Amundi
212
Amundi
France
$645K +$645K +4,899 New
Fisher Asset Management
213
Fisher Asset Management
Washington
$644K -$653K -4,474 -50%
CIP
214
Cornerstone Investment Partners
Georgia
$629K -$4.67K -32 -0.7%
PAMS
215
Pictet Asset Management (Switzerland)
Switzerland
$625K – – –
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$603K +$4.67K +32 +0.8%
E
217
Ergoteles
New York
$595K -$631K -4,324 -51%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$588K +$112K +766 +23%
AWAU
219
Alliance Wealth Advisors (Utah)
Utah
$577K +$53.6K +367 +10%
VIA
220
Virtus Investment Advisers
Connecticut
$551K +$87.9K +602 +19%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$527K -$159K -1,090 -23%
CF
222
Cantor Fitzgerald
New York
$520K -$145K -990 -22%
IFS
223
Ifrah Financial Services
Arkansas
$516K -$8.03K -55 -2%
UBS Group
224
UBS Group
Switzerland
$511K +$60K +411 +13%
CL
225
CIM LLC
New York
$502K -$17.5K -120 -3%
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