Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Comfort Sys USA Inc (FIX)

1K + Investors. Track Smart Money conviction in FIX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +173
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — FIX

Based on 1197 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,197 hedge funds hold FIX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +92% more funds vs a year ago

fund count last 6Q
+573 new funds entered over the past year (+92% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

699 buying488 selling
Last quarter: 699 funds bought or added vs 488 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~259 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 181 → 211 → 259 → 259. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 39% new

■ 33% conviction (2yr+) ■ 27% medium ■ 39% new
Of the 1,197 current holders: 400 (33%) held >2 years, 327 held 1–2 years, and 470 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+38% value, -5% shares)

Value
+37%
Shares
-4%
Last quarter: total value of institutional FIX holdings rose +38% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

102 → 181 → 211 → 259 → 259 new funds/Q
New funds entering each quarter: 181 → 211 → 259 → 259. A growing number of institutions are discovering FIX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 45% newcomers

■ 40% veterans ■ 15% 1-2yr ■ 45% new
Entry-cohort mix of 1,229 holders: 495 (40%) are 2+ year veterans, 182 entered 1–2 years ago, and 552 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
70 of 1194 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FIX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FIX

In 2026 Q1, 699 hedge funds were net buyers of FIX (259 opened a new position, 440 added to an existing one), while 488 reduced or exited (402 trimmed, 86 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in FIX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +173 funds (more new holders than closures). Total institutional holders: 1197.

Hedge Fund Ownership: FIX

How many hedge funds hold FIX — quarterly history vs. share price
Quarterly hedge fund ownership of FIX vs. share price

Market Analysis: FIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Comfort Sys USA Inc (FIX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FIX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
FIX
+46.3%
XLI
+11.8%

FIX outperformed XLI by +34.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
FIX
+1.2%
XLI
+5.5%

Since the filing became public, FIX outperformed XLI by -4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

77 top-rated funds 24 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
7.8
/ 10
conviction
Hedge Fund Positioning: FIX
1K + Investors

Track Smart Money conviction in FIX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1186 1024 15.82%
13F Shares 33M 34M -5.01%
Total Value $43.13B $31.38B 37.44%
New Positions 253 259 -6
Increased Positions 433 347 +86
Closed Positions 91 107 -16
Reduced Positions 391 329 +62
Total Calls 15 13 15.38%
Total Puts 19 15 26.67%
PUT/CALL Ratio 1.27 1.15 Bearish

Statistics: FIX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FIX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FIX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Scalar Gauge Management, LLC 8.11% 6,100 $8.4M
2 Soros Capital Management LLC 7.09% 11,823 $16.3M
3 Wealth High Governance Asset Management Ltda. 5.82% 11,954 $16.5M
4 Wealth High Governance Capital Ltda 5.80% 14,023 $19.3M
5 Goodlander Investment Management, LLC 5.72% 12,000 $16.5M
6 Blue Grotto Capital, LLC 5.64% 35,467 $48.9M
7 Peterson Wealth Services 5.58% 16,370 $22.6M
8 VMS Asset Management Limited 4.72% 5,603 $7.7M
9 Bwcp, LP 4.63% 22,023 $30.4M
10 Cowa, LLC 4.47% 12,014 $16.6M
11 Gallo Partners, LP 4.25% 1,612 $2.2M
12 Smith Group Asset Management, LLC 4.19% 59,568 $82.1M
13 Engle Capital Management, L.P. 3.95% 8,400 $11.6M
14 California First Leasing Corp 3.85% 8,720 $12.0M
15 Yorktown Management & Research Co Inc 3.70% 3,210 $4.4M
16 Westfield Capital Management Co LP 3.59% 620,915 $856.2M
17 Sidoxia Capital Management, LLC 3.51% 2,952 $4.1M
18 4D Advisors, LLC 3.50% 4,000 $5.5M
19 Hood River Capital Management LLC 3.45% 249,385 $343.9M
20 Dedeker Financial LLC 3.20% 2,667 $3.7M
21 Prosperitas Financial LLC 3.10% 6,035 $8.3M
22 Aubrey Capital Management Ltd 2.96% 4,000 $5.5M
23 Evercore Wealth Management, LLC 2.91% 134,308 $185.2M
24 NWK Group, Inc. 2.90% 5,480 $7.6M
25 Navellier & Associates Inc 2.85% 19,802 $27.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Comfort Sys USA Inc (FIX)

What does the Smart Money Trend signal show for FIX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FIX?

Slight buying edge — 59% buying: Last quarter: 699 funds bought or added vs 488 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FIX holders?

Elite ownership — 45% AUM from top-100 funds: 70 of 1194 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FIX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FIX?

Mixed — 33% long-term, 39% new: Of the 1,197 current holders: 400 (33%) held >2 years, 327 held 1–2 years, and 470 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Comfort Sys USA Inc (FIX) following the 2026 Q1 hedge fund 13F filings?

As of today, FIX has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), FIX has gained +46.3% vs +11.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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