Comfort Systems
399 hedge funds and large institutions have $5.97B invested in Comfort Systems in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 170 reducing their positions, and 27 closing their positions.
121% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $7.21M
93% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 27
6% more capital invested
Capital invested by funds: $5.62B → $5.97B (+$342M)
6% more funds holding
Funds holding: 377 → 399 (+22)
1.9% more ownership
Funds ownership: 95.82% → 97.72% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
22% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$208M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$19.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$15.5M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$22.8M |
| 2 |
Millennium Management
New York
|
-$22.8M |
| 3 |
BlackRock
New York
|
-$21.2M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$17M |
| 5 |
Goldman Sachs
New York
|
-$16.1M |
FIX Hedge Fund Activity: Q3 2023 in Review
399 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2023, worth a combined $5.97B — up 6.1% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new FIX positions and 27 closed out — a net gain of 25 holders — while 132 added to existing stakes and 170 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $208M. The largest seller was Robeco Schweiz, exiting entirely with an estimated $22.8M sold.
- 399 institutional investors held Comfort Systems (FIX) as of Q3 2023, up from 377 in Q2 2023.
- Funds reported $5.97B of Comfort Systems stock for Q3 2023, up 6.1% quarter-over-quarter.
- 52 funds opened new Comfort Systems positions in Q3 2023 and 27 closed out, a net change of +25 holders.
- The largest Comfort Systems buyer in Q3 2023 was Baillie Gifford & Co, an estimated $208M added.
- The largest Comfort Systems seller in Q3 2023 was Robeco Schweiz, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2023.