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
↑ +174
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — FIX

Based on 1199 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
1,199 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
+575 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

700 buying489 selling
Last quarter: 700 funds bought or added vs 489 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 — ~260 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 182 → 211 → 259 → 260. 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 1,199 current holders: 401 (33%) held >2 years, 327 held 1–2 years, and 471 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, -3% shares)

Value
+38%
Shares
-3%
Last quarter: total value of institutional FIX holdings rose +38% even though funds reduced share count by 3%. 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 → 182 → 211 → 259 → 260 new funds/Q
New funds entering each quarter: 182 → 211 → 259 → 260. 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 1,231 holders: 496 (40%) are 2+ year veterans, 182 entered 1–2 years ago, and 553 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
72 of 1196 holders are among the 100 largest funds by AUM, controlling 56% 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, 700 hedge funds were net buyers of FIX (260 opened a new position, 440 added to an existing one), while 489 reduced or exited (403 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. 56% of total institutional value in FIX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +174 funds (more new holders than closures). Total institutional holders: 1199.

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.

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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
2026 Q2 Stats Unlock in 5 days 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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Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FIX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crown Advisors Management, INC. 10.88% 10,000 $19.8M
2 Gallo Partners, LP 8.57% 1,949 $3.9M
3 Peterson Wealth Services 6.95% 16,094 $31.9M
4 Cowa, LLC 6.18% 12,439 $24.7M
5 Smith Group Asset Management, LLC 4.18% 51,773 $102.6M
6 Wealth High Governance Capital Ltda 4.09% 6,904 $13.7M
7 Sidoxia Capital Management, LLC 3.90% 2,686 $5.3M
8 Yorktown Management & Research Co Inc 3.59% 2,960 $5.9M
9 Aubrey Capital Management Ltd 3.48% 2,800 $5.5M
10 Navellier & Associates Inc 3.20% 20,358 $40.3M
11 Strategic Planning Group, LLC 3.15% 14,590 $28.9M
12 Katamaran Capital LLP 2.85% 1,807 $3.6M
13 Piar LLC 2.85% 2,500 $5.0M
14 NWK Group, Inc. 2.78% 4,555 $9.0M
15 Horizon Investment Services, LLC 2.72% 4,936 $9.8M
16 Dorsey Wright & Associates 2.70% 8,032 $15.9M
17 Dedeker Financial LLC 2.68% 2,383 $4.7M
18 Hedeker Wealth, LLC 2.65% 7,017 $13.9M
19 Benchmark Investment Advisors LLC 2.58% 2,962 $5.9M
20 Dividend Assets Capital, LLC 2.39% 6,237 $12.4M
21 Monument Capital Management 2.31% 5,796 $11.5M
22 Westfield Capital Management Co LP 2.30% 355,433 $704.5M
23 Bosman Wealth Management, LLC 2.29% 1,859 $3.7M
24 Geneva Partners, LLC 2.28% 4,315 $8.6M
25 Retireful, LLC 2.07% 1,123 $2.2M
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: 700 funds bought or added vs 489 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 — 56% AUM from top-100 funds: 72 of 1196 holders are among the 100 largest funds by AUM, controlling 56% 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 1,199 current holders: 401 (33%) held >2 years, 327 held 1–2 years, and 471 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.

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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