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
↑ +142
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — FIX

Based on 1342 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
1,342 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 — +79% more funds vs a year ago

fund count last 6Q
+594 new funds entered over the past year (+79% 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 — 56% buying

751 buying592 selling
Last quarter: 751 funds bought or added vs 592 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 211 → 259 → 260 → 250. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 33% long-term, 39% new

■ 33% conviction (2yr+) ■ 29% medium ■ 39% new
Of the 1,342 current holders: 437 (33%) held >2 years, 386 held 1–2 years, and 519 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.
💰

Value +48% but shares only +2% — price-driven

Value
+47%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~250 new funds/quarter

182 → 211 → 259 → 260 → 250 new funds/Q
New funds entering each quarter: 211 → 259 → 260 → 250. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 48% new entrants

■ 39% veterans ■ 13% 1-2yr ■ 48% new
Of 1,379 current holders: 534 (39%) held 2+ years, 183 held 1–2 years, 662 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
72 of 1334 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 Q2, 751 hedge funds were net buyers of FIX (250 opened a new position, 501 added to an existing one), while 592 reduced or exited (484 trimmed, 108 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in FIX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +142 funds (more new holders than closures). Total institutional holders: 1342.

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 Q2 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 June 30, 2026 · 53d ago
FIX
-15.6%
XLI
-2.7%

FIX outperformed XLI by -12.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 8d ago
FIX
-5.7%
XLI
-3.4%

Since the filing became public, FIX outperformed XLI by -2.3% .

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.

40 top-rated funds 22 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
6.1
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1332 1200 11.0%
13F Shares 34M 33M 1.9%
Total Value $63.94B $43.34B 47.52%
New Positions 249 260 -11
Increased Positions 493 436 +57
Closed Positions 109 85 +24
Reduced Positions 476 394 +82
Total Calls 21 15 40.0%
Total Puts 20 19 5.26%
PUT/CALL Ratio 0.95 1.27 Neutral

Statistics: FIX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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 --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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:
Top 25 FIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goodlander Investment Management, LLC 12.56% 21,000 $41.6M
2 Crown Advisors Management, INC. 10.88% 10,000 $19.8M
3 Gallo Partners, LP 8.57% 1,949 $3.9M
4 Scalar Gauge Management, LLC 7.75% 7,100 $14.1M
5 Peterson Wealth Services 6.95% 16,094 $31.9M
6 Cowa, LLC 6.18% 12,439 $24.7M
7 Smith Group Asset Management, LLC 4.18% 51,773 $102.6M
8 Wealth High Governance Capital Ltda 4.09% 6,904 $13.7M
9 Sidoxia Capital Management, LLC 3.90% 2,686 $5.3M
10 California First Leasing Corp 3.67% 8,720 $17.3M
11 Prosperitas Financial LLC 3.66% 5,761 $11.4M
12 Yorktown Management & Research Co Inc 3.59% 2,960 $5.9M
13 Aubrey Capital Management Ltd 3.48% 2,800 $5.5M
14 Bwcp, LP 3.43% 12,104 $24.0M
15 Navellier & Associates Inc 3.20% 20,358 $40.3M
16 Evercore Wealth Management, LLC 3.15% 112,392 $222.8M
17 Strategic Planning Group, LLC 3.15% 14,590 $28.9M
18 Katamaran Capital LLP 2.85% 1,807 $3.6M
19 Piar LLC 2.85% 2,500 $5.0M
20 NWK Group, Inc. 2.78% 4,555 $9.0M
21 Horizon Investment Services, LLC 2.72% 4,936 $9.8M
22 Dorsey Wright & Associates 2.70% 8,032 $15.9M
23 Dedeker Financial LLC 2.68% 2,383 $4.7M
24 Hedeker Wealth, LLC 2.65% 7,017 $13.9M
25 KADENSA CAPITAL Ltd 2.65% 6,269 $12.4M
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 — 5 quarters in a row: For 5 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 — 56% buying: Last quarter: 751 funds bought or added vs 592 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 — 59% AUM from top-100 funds: 72 of 1334 holders are among the 100 largest funds by AUM, controlling 59% 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 1,342 current holders: 437 (33%) held >2 years, 386 held 1–2 years, and 519 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 Q2 hedge fund 13F filings?

As of today, FIX has moved -5.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.4% for the XLI sector ETF — an outperformance of -2.3%. Since the quarter end (June 30, 2026), FIX has gained -15.6% vs -2.7% 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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