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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 21 tracked institutions holding FIX, 14 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 21 tracked institutional investors we monitor, FIX (COMFORT SYS USA INC) is held with a combined value of $21.63B across 13,205,748 shares. The largest holder is BlackRock, Inc. with a position worth $6.73B (0.10% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$21.63B
Total Shares Held
13,205,748
Institutional Holders
21
% of Shares Outstanding
37.5%
of 35.19M shares · SEC 2026-07-17
Days to Cover
2.4+31.5%
915.0K shares short · FINRA 2026-08-14
Tracked 13F institutions hold 37.5% of FIX's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-17), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
6
$56.96M
Total Transactions
6
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Brian E. Lane | S | Sale | 16,024 | $25.77M |
| Aug 17, 2026 | WILLIAM GEORGE III | S | Sale | 2,554 | $4.75M |
| Aug 11, 2026 | FRANKLIN MYERS | S | Sale | 4,000 | $6.78M |
| Aug 10, 2026 | FRANKLIN MYERS | S | Sale | 3,500 | $5.92M |
| Jun 24, 2026 | FRANKLIN MYERS | S | Sale | 6,700 | $13.09M |
| May 27, 2026 | Rhoman J Hardy | S | Sale | 342 | $649.83K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.73B | 0.10% | -3.3% |
| 2 | VANGUARD GROUP INC | $4.02B | 0.06% | +17.0% |
| 3 | FMR LLC | $3.29B | 0.14% | +14.5% |
| 4 | STATE STREET CORP | $3.05B | 0.09% | +4.4% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $2.08B | 0.73% | -5.1% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $643.48M | 0.06% | +101.4% |
| 7 | BAILLIE GIFFORD & CO | $421.47M | 0.38% | -5.5% |
| 8 | Point72 Asset Management, L.P. | $356.21M | 0.54% | -18.0% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $208.09M | 0.04% | +447.6% |
| 10 | Capital Research Global Investors | $190.22M | 0.03% | -37.5% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Byron Donalds | Buy | Dec 4, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of FIX with a position worth $6.73B, representing 0.10% of their portfolio. In total, 21 institutional investors hold FIX with a combined value of $21.63B.
In the most recent quarter, 2 funds opened a new position in FIX. Additionally, 9 increased their holdings and 9 reduced their positions.
Institutional investors hold $21.63B worth of FIX stock across 21 positions. The largest institutional holder is BlackRock, Inc. with $6.73B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For FIX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their FIX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$1,648
2026-09-08
YTD
+64.2%
69% of 52-week range
