Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COMFORT SYS USA INC (FIX)

989 + 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
↑ +141
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — FIX

Based on 964 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
964 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 — +55% more funds vs a year ago

fund count last 6Q
+342 new funds entered over the past year (+55% 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 — 58% buying

585 buying417 selling
Last quarter: 585 funds bought or added vs 417 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.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new FIX position: 97 → 170 → 201 → 245. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 37% new

■ 36% conviction (2yr+) ■ 27% medium ■ 37% new
Of the 964 current holders: 350 (36%) held >2 years, 256 held 1–2 years, and 358 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.
🚀

Acceleration phase — new buyers rushing in

125 → 97 → 170 → 201 → 245 new funds/Q
New funds entering each quarter: 97 → 170 → 201 → 245. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 16% 1-2yr ■ 42% new
Of 989 current holders: 418 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
47 of 964 holders are among the 100 largest funds by AUM, controlling 54% 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

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.

Smart Money Signal ?
Strong Institutional Conviction

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

115 top-rated funds 17 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: FIX
2026 Q1 Stats Unlock in 10 days 989 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 989 845 17.04%
13F Shares 33M 33M 1.9%
Total Value $30.70B $26.69B 14.99%
New Positions 246 203 +43
Increased Positions 364 301 +63
Closed Positions 110 84 +26
Reduced Positions 344 309 +35
Total Calls 13 11 18.18%
Total Puts 15 12 25.0%
PUT/CALL Ratio 1.15 1.09 Neutral

Statistics: FIX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

989 + investors

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

Top 25 institutional holders of FIX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CROWN ADVISORS MANAGEMENT, INC. 11.90% 13,000 $18K
2 Peterson Wealth Services 5.58% 16,370 $22.6M
3 CALIFORNIA FIRST LEASING CORP 3.85% 8,720 $12.0M
4 Yorktown Management & Research Co Inc 3.70% 3,210 $4.4M
5 Dedeker Financial LLC 3.20% 2,667 $3.7M
6 Aubrey Capital Management Ltd 2.96% 4,000 $5.5M
7 NWK Group, Inc. 2.90% 5,480 $7.6M
8 NAVELLIER & ASSOCIATES INC 2.85% 19,802 $27.3M
9 Geneva Partners, LLC 2.77% 4,186 $5.8M
10 STRATEGIC PLANNING GROUP, LLC 2.76% 14,321 $19.7M
11 Dorsey Wright & Associates 2.71% 15,887 $21.9M
12 Peregrine Asset Advisers, Inc. 2.52% 6,783 $9.4M
13 Bosman Wealth Management, LLC 2.34% 1,927 $2.7M
14 Freedom Day Solutions, LLC 2.19% 5,927 $8.2M
15 Monument Capital Management 2.08% 6,032 $8.3M
16 DIVIDEND ASSETS CAPITAL, LLC 2.08% 7,566 $10.4M
17 PIAR LLC 2.04% 1,900 $2.6M
18 Retireful, LLC 2.01% 1,033 $1.4M
19 Beacon Harbor Wealth Advisors, Inc. 1.86% 6,444 $8.9M
20 AdvisorShares Investments LLC 1.83% 7,282 $10.0M
21 Huntleigh Advisors, Inc. 1.75% 7,443 $10.3M
22 Fortress Financial Solutions, LLC 1.75% 1,216 $1.7M
23 TimesSquare Capital Management, LLC 1.73% 73,968 $102K
24 Blackhawk Capital Partners, LLC 1.71% 3,384 $4.7M
25 THOMPSON DAVIS & CO., INC. 1.67% 1,811 $2.5M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 585 funds bought or added vs 417 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 — 54% AUM from top-100 funds: 47 of 964 holders are among the 100 largest funds by AUM, controlling 54% 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 — 36% long-term, 37% new: Of the 964 current holders: 350 (36%) held >2 years, 256 held 1–2 years, and 358 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.