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FOCS

Focus Financial Partners Inc. Class A

Delisted

FOCS was delisted on the 30th of August, 2023.

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Allstate Corporation
Illinois
-$1.26M -21,040 Closed
Walleye Trading
227
Walleye Trading
New York
-$967K -19,267 Closed
HF
228
HRT Financial
New York
-$1.09M -18,276 Closed
HI
229
HBK Investments
Texas
-$890K -14,900 Closed
Man Group
230
Man Group
United Kingdom
-$838K -14,040 Closed
CCM
231
CAAS Capital Management
New York
-$781K -13,078 Closed
GTCM
232
Gyon Technologies Capital Management
New Jersey
-$762K -12,754 Closed
TC
233
TwinBeech Capital
New York
-$630K -10,550 Closed
SG
234
Stonnington Group
California
-$596K -10,500 Closed
EA
235
Ellsworth Advisors
Ohio
-$515K -8,623 Closed
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
-$359K -6,017 Closed
TFA
237
Triad Financial Advisors
North Carolina
-$308K -5,150 Closed
E
238
Ergoteles
New York
-$305K -5,100 Closed
SIM
239
Sandia Investment Management
Massachusetts
-$299K -5,000 Closed
PTC
240
Petrus Trust Company
Texas
-$282K -4,724 Closed
FRM
241
Fox Run Management
Connecticut
-$278K -4,647 Closed
LPL Financial
242
LPL Financial
California
-$249K -4,168 Closed
FFG
243
Fortem Financial Group
California
-$248K -4,150 Closed
CG
244
Colony Group
Massachusetts
-$241K -4,038 Closed
PCM
245
Pinz Capital Management
New York
-$239K -4,000 Closed
TW
246
Transform Wealth
Colorado
-$237K -3,973 Closed
PI
247
PEAK6 Investments
Illinois
-$189K -3,773 Closed
SVWAG
248
Sound View Wealth Advisors Group
Georgia
-$209K -3,500 Closed
EWM
249
Endurance Wealth Management
Rhode Island
-$105K -1,750 Closed
TFS
250
TrustCore Financial Services
Tennessee
-$60K -1,000 Closed

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.