Comfort Systems
232 hedge funds and large institutions have $1.76B invested in Comfort Systems in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
23% more capital invested
Capital invested by funds: $1.43B → $1.76B (+$330M)
6% more funds holding
Funds holding: 218 → 232 (+14)
2.73% less ownership
Funds ownership: 96.2% → 93.48% (-2.7%)
33% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 97
46% less call options, than puts
Call options by funds: $1.31M | Put options by funds: $2.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$12.2M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$24M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$13.6M |
| 3 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$10.1M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$9.19M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.88M |
FIX Hedge Fund Activity: Q3 2020 in Review
232 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2020, worth a combined $1.76B — up 23% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FIX positions and 24 closed out — a net gain of 16 holders — while 65 added to existing stakes and 97 trimmed.
The largest buyer was Robeco Schweiz, opening a new position worth an estimated $12.2M. The largest seller was BlackRock, cutting an estimated $24M.
- 232 institutional investors held Comfort Systems (FIX) as of Q3 2020, up from 218 in Q2 2020.
- Funds reported $1.76B of Comfort Systems stock for Q3 2020, up 23% quarter-over-quarter.
- 40 funds opened new Comfort Systems positions in Q3 2020 and 24 closed out, a net change of +16 holders.
- The largest Comfort Systems buyer in Q3 2020 was Robeco Schweiz, an estimated $12.2M added.
- The largest Comfort Systems seller in Q3 2020 was BlackRock, an estimated $24M sold.
Based on aggregated 13F filings for Q3 2020.