Comfort Systems USA

FIX • NYSE

Comfort Systems USA is a engineering & construction company in the industrials sector on NYSE, led by Brian E. Lane, with a market cap of $38.5B. As of Q3 2025, 94% of shares are held by 869 institutional investors, with BlackRock, Inc. as the largest holder at 11.27%.

CEOBrian E. Lane

Market Cap$38.5B

Engineering & Construction

Industrials

Employees15.8K

Websitecomfortsystemsusa.com

Country

United States of America

Overview

Overview of institutional ownership in FIX as of Q3 2025 with a market cap of $29.1B

All Institutions

Institutions: 869
Value Held: $27.3B
Shares Held: 33.2M
Avg Position: $31.5M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 82
Value Held: $2.5B
Shares Held: 3.1M
Avg Position: $30.9M
Median Position: $3.7M

Ownership Breakdown

Institutional (non-HF)

85.21%

$24.8B

Hedge Funds

8.7%

$2.5B

Retail & Other

6.09%

$1.8B

Based on market cap of $29.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FIX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BlackRock, Inc. Institution	Laurence D. Fink CEO	$3.3B 0.06% of portfolio	11.27% 4.0M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.0B 0.05% of portfolio	10.44% 3.7M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
FMR LLC Institution	-	$1.6B 0.08% of portfolio	5.36% 1.9M shares	Q3 2016 Held for 9y 3m	$1.92T
C Capital World Investors Institution	-	$1.5B 0.20% of portfolio	5.10% 1.8M shares	Q1 2021 Held for 4y 9m	$730.00B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$878.5M 0.14% of portfolio	3.02% 1.1M shares	≤ Q2 2013 Held for 12y 6m+	$633.08B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$869.4M 0.03% of portfolio	2.99% 1.1M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$704.4M 0.04% of portfolio	2.42% 853.5K shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	William Albert Muggia CEO	$687.5M 2.88% of portfolio	2.36% 833.2K shares	Q4 2023 Held for 2 years	$23.8B
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	John Mihn Soo Liew Founder	$678.5M 0.43% of portfolio	2.37% 835.6K shares	Q2 2015 Held for 10y 6m	$156.17B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$606.1M 0.04% of portfolio	2.08% 734.5K shares	≤ Q2 2013 Held for 12y 6m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for FIX in Q3 2025

Traded: +$240.7M
Buyers: 490
Sellers: 371
Total Bought: +$2.9B
Total Sold: −$2.7B
Avg Position: $29.0M

Biggest Buyers

Institution	Net Bought	Current Position
A AMF Pensionsforsakring AB Institution	+$268.2M +325.0K shares	$268.2M 325.0K shares
FMR LLC Institution	+$265.3M +321.5K shares	$1.6B 1.9M shares
Castle Hook Partners LP Hedge Fund•Global Macro	+$230.2M +278.9K shares	$230.2M 278.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$167.6M +203.1K shares	$296.0M 358.7K shares
JPMORGAN CHASE & CO Institution	+$163.1M +197.6K shares	$606.1M 734.5K shares
LORD, ABBETT & CO. LLC Long Only Manager	+$116.7M +141.4K shares	$225.9M 273.7K shares
B Bain Capital Public Equity Management II, LLC Institution	+$100.3M +121.6K shares	$100.3M 121.6K shares
FIRST TRUST ADVISORS LP ETF Provider	+$97.3M +117.9K shares	$423.5M 513.3K shares
Q Qube Research & Technologies Ltd Institution	+$96.2M +116.6K shares	$178.8M 216.7K shares
BlackRock, Inc. Institution	+$79.5M +96.4K shares	$3.3B 4.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
C Capital World Investors Institution	−$353.0M −427.8K shares	$1.5B 1.8M shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$134.1M −162.5K shares	$305.8M 370.6K shares
A Artemis Investment Management LLP Institution	−$108.9M −132.0K shares	$77.0M 93.3K shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	−$85.2M −103.2K shares	$687.5M 833.2K shares
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	−$83.8M −101.5K shares	$198.5M 240.5K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$77.9M −94.5K shares	$171.4M 207.7K shares
VANGUARD GROUP INC Institution	−$72.5M −87.9K shares	$3.0B 3.7M shares
C Carmignac Gestion Institution	−$67.9M −82.3K shares	$39.9M 48.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$65.9M −79.9K shares	$41.6M 50.4K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$65.5M −79.7K shares	$178.5M 217.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FIX in Q3 2025

New Positions: 128
New Value: $708.5M
Exited Positions: 72
Exited Value: $162.4M

New Positions

Institution	Position Value
A AMF Pensionsforsakring AB Institution	$268.2M 325.0K shares
Castle Hook Partners LP Hedge Fund•Global Macro	$230.2M 278.9K shares
V Value Aligned Research Advisors, LLC Hedge Fund•Long/Short	$45.1M 54.7K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	$41.6M 50.4K shares
SCALAR GAUGE MANAGEMENT, LLC Hedge Fund•Long/Short	$13.2M 16.0K shares
L LMR Partners LLP Institution	$9.6M 11.6K shares
KORNITZER CAPITAL MANAGEMENT INC /KS Long Only Manager	$8.7M 10.6K shares
J JGP Wealth Management, LLC RIA/Wealth	$7.7M 9.3K shares
Dorsey Wright & Associates ETF Provider	$6.6M 7.9K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$6.3M 7.6K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$30.4M 56.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$20.3M 37.8K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$18.6M 34.7K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$18.4M 34.3K shares
Distillate Capital Partners LLC ETF Provider	$16.1M 30.0K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$7.8M 14.5K shares
M MOORE CAPITAL MANAGEMENT, LP Hedge Fund•Global Macro	$6.6M 12.4K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$5.6M 10.5K shares
EAM Global Investors LLC Long Only Manager	$4.9M 9.2K shares
CWA Asset Management Group, LLC RIA/Wealth	$3.3M 6.2K shares

Options Activity

Institutions with the largest Call and Put options positions in FIX as of Q3 2025

Call Positions: 12
Call Value: $130.0M
Put Positions: 12
Put Value: $189.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$55.5M 673.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$31.1M 377.0 contracts
W WOLVERINE TRADING, LLC Institution	$12.3M 154.0 contracts
C Cubist Systematic Strategies, LLC Institution	$11.2M 136.0 contracts
J JANE STREET GROUP, LLC Institution	$6.6M 80.0 contracts
D D. E. Shaw & Co., Inc. Institution	$5.0M 61.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$4.5M 55.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$1.7M 20.0 contracts
P PEAK6 LLC Institution	$907.7K 11.0 contracts
Walleye Trading LLC RIA/Wealth	$660.1K 8.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$56.2M 681.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$55.0M 666.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$20.8M 252.0 contracts
W WOLVERINE TRADING, LLC Institution	$16.6M 207.0 contracts
D D. E. Shaw & Co., Inc. Institution	$12.7M 154.0 contracts
C Cubist Systematic Strategies, LLC Institution	$11.9M 144.0 contracts
J JANE STREET GROUP, LLC Institution	$9.6M 116.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.9M 23.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.2M 15.0 contracts
Walleye Trading LLC RIA/Wealth	$1.2M 15.0 contracts

Most Committed Institutions

Institutions with FIX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C CROWN ADVISORS MANAGEMENT, INC. Hedge Fund•Long/Short	Robert Scott Fearon President	9.94% $14.9M	0.05% 18.0K shares	Q4 2023 Held for 2 years	$149.5M
Hiddenite Capital Partners LP Hedge Fund•Long/Short	Ryan Russell Packard Managing Partner	9.48% $17.5M	0.06% 21.2K shares	Q1 2025 Held for 9 months	$184.4M
Blue Grotto Capital, LLC Hedge Fund•Long/Short	Phillip Greg Deese CFO	9.15% $78.9M	0.27% 95.6K shares	Q3 2024 Held for 1y 3m	$862.3M
Peterson Wealth Services RIA/Wealth	Billy Cade Peterson CEO	8.79% $15.4M	0.17% 60.3K shares	Q4 2021 Held for 4 years	$175.6M
SCALAR GAUGE MANAGEMENT, LLC Hedge Fund•Long/Short	Sumit Gautam CEO	6.73% $13.2M	0.05% 16.0K shares	Q3 2025 Held for 3 months	$196.1M
B BWCP, LP Hedge Fund•Long/Short	Brandon Matthew Wier Managing Partner	5.45% $32.8M	0.11% 39.8K shares	Q2 2025 Held for 6 months	$601.9M
B Bain Capital Public Equity Management II, LLC Institution	-	4.69% $100.3M	0.34% 121.6K shares	Q3 2025 Held for 3 months	$2.1B
COWA, LLC RIA/Wealth	James E Diacon CCO	4.05% $11.5M	0.04% 14.0K shares	Q1 2024 Held for 1y 9m	$284.4M
Castle Hook Partners LP Hedge Fund•Global Macro	Sean Aloysius Rhatigan President	3.48% $230.2M	0.79% 278.9K shares	Q3 2025 Held for 3 months	$6.6B
Bain Capital Public Equity, LP Hedge Fund•Long/Short	Sally Dee Fassler Dornaus CFO	3.42% $5.4M	0.02% 6.5K shares	Q3 2025 Held for 3 months	$157.8M

Hedge Fund Spotlight

Discover hedge funds investing in FIX

ISAM Funds Ltd

Hedge Fund • Quant

Portfolio ManagerAlexander Lowe

Portfolio Value: $489.3M
Positions: 601
Last Reported: Q3 2025

Sector Allocation

Position in Comfort Systems USA

Market Value: $174.1K
Shares Held: 211.0
Portfolio Weight: 0.04%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$4.9M	1.00%
2 Chubb CB	Insurance - Property & Casualty Financial Services	$4.9M	1.00%
3 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$4.9M	0.99%