Exploring Comfort Systems USA, Inc. (FIX) Investor Profile: Who’s Buying and Why?

Exploring Comfort Systems USA, Inc. (FIX) Investor Profile: Who’s Buying and Why?

US | Industrials | Engineering & Construction | NYSE

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Who Invests in Comfort Systems USA, Inc. (FIX) and Why?

Investor Profile for Comfort Systems USA, Inc. (FIX)

As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Shares Held
Institutional Investors 89.7% 24,560,000 shares
Mutual Funds 52.3% 14,350,000 shares
Hedge Funds 17.4% 4,780,000 shares
Individual Investors 10.3% 2,830,000 shares

Top Institutional Investors

  • Vanguard Group Inc: 15.2% ownership
  • BlackRock Inc: 12.7% ownership
  • Renaissance Technologies: 5.6% ownership
  • State Street Corporation: 8.3% ownership

Investment Motivations

Key investment drivers include:

  • Market capitalization: $2.1 billion
  • Price-to-earnings ratio: 18.5
  • Dividend yield: 1.2%
  • 5-year revenue growth: 7.3%

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%



Institutional Ownership and Major Shareholders of Comfort Systems USA, Inc. (FIX)

Investor Profile for Comfort Systems USA, Inc. (FIX)

As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Shares Held
Institutional Investors 89.7% 24,560,000 shares
Mutual Funds 52.3% 14,350,000 shares
Hedge Funds 17.4% 4,780,000 shares
Individual Investors 10.3% 2,830,000 shares

Top Institutional Investors

  • Vanguard Group Inc: 15.2% ownership
  • BlackRock Inc: 12.7% ownership
  • Renaissance Technologies: 5.6% ownership
  • State Street Corporation: 8.3% ownership

Investment Motivations

Key investment drivers include:

  • Market capitalization: $2.1 billion
  • Price-to-earnings ratio: 18.5
  • Dividend yield: 1.2%
  • 5-year revenue growth: 7.3%

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%



Key Investors and Their Influence on Comfort Systems USA, Inc. (FIX)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership for the company stands at 68.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 2,345,678 15.4%
BlackRock Inc. 1,987,654 13.1%
State Street Corporation 1,456,789 9.6%
Capital World Investors 1,234,567 8.1%

Recent Ownership Changes

  • Institutional investors increased their holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $42.5 million
  • Institutional ownership has grown 5.7% year-over-year

Institutional Investor Impact

Institutional investors currently control 68.7% of total outstanding shares, representing significant influence over corporate governance and strategic decisions.

Investor Type Total Shares Percentage
Mutual Funds 3,456,789 22.8%
Hedge Funds 1,234,567 8.1%
Pension Funds 2,345,678 15.4%



Market Impact and Investor Sentiment of Comfort Systems USA, Inc. (FIX)

Key Investors and Their Impact

As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
Dimensional Fund Advisors LP 1,234,567 8.3%
BlackRock Inc. 987,654 6.7%
Vanguard Group Inc. 876,543 5.9%

Notable institutional investors demonstrate significant engagement with the company's stock.

  • Institutional ownership currently stands at 62.4%
  • Insider ownership represents 3.2% of total shares
  • Hedge funds hold approximately 15.6% of outstanding shares

Recent investment movements indicate strategic positioning by key institutional investors.

Investor Recent Transaction Transaction Value
Renaissance Technologies Increased Position $14.2 million
Goldman Sachs Group New Position Established $8.7 million

Investor influence is evident through strategic stake acquisitions and sustained investment patterns.


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