Focus Financial Partners Inc. Class A
FOCS
FOCS was delisted on the 30th of August, 2023.
203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.
267% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $4.14M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% less funds holding
Funds holding: 219 → 203 (-16)
17% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 81
23% less capital invested
Capital invested by funds: $3.29B → $2.52B (-$767M)
34% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPCM
Darlington Partners Capital Management
Greenbrae,
California
|
+$51.3M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.4M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$30.7M |
| 4 |
Millennium Management
New York
|
+$17.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$19.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$19.6M |
| 4 |
Jennison Associates
New York
|
-$17.4M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
226
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$215K | -4,701 | Closed |
|
227
HSBC Holdings
London,
United Kingdom
| – | -$206K | -4,470 | Closed |
|
|
SO
228
STRS Ohio
Columbus,
Ohio
| – | -$68K | -1,500 | Closed |
|
|
PHK
229
Point72 Hong Kong
Hong Kong
| – | -$64K | -1,390 | Closed |
|
|
BBHC
230
Brown Brothers Harriman & Co
New York
| – | -$19K | -420 | Closed |
|
|
CA
231
Clearstead Advisors
Cleveland,
Ohio
| – | -$11K | -245 | Closed |
|
|
PFGIA
232
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$9K | -200 | Closed |
|
|
DWP
233
Destiny Wealth Partners
Tavares,
Florida
| – | -$7K | -152 | Closed |
|
|
C
234
Covestor
London,
United Kingdom
| – | -$76 | -2 | -22% |
|
|
DFCM
235
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | +$38 | +1 | New |
|
|
HCP
236
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$115 | +3 | New |
|
|
LC
237
Lindbrook Capital
Calabasas,
California
| – | +$497 | +13 | New |
|
FOCS Hedge Fund Activity: Q2 2022 in Review
203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.
The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
- Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
- 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
- The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
- The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q2 2022.