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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$519
TWA
227
TCI Wealth Advisors
Arizona
$519
AF
228
Allworth Financial
California
$260
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$207 +$193K +4,005 New
Massachusetts Financial Services
230
Massachusetts Financial Services
Massachusetts
-$80.9M -2,171,166 Closed
Jennison Associates
231
Jennison Associates
New York
-$15.7M -420,669 Closed
BCIM
232
British Columbia Investment Management
British Columbia, Canada
-$9.69M -260,000 Closed
MAP
233
Moody Aldrich Partners
Massachusetts
-$5.93M -159,213 Closed
BMO
234
Beck Mack & Oliver
New York
-$5.8M -155,624 Closed
RJA
235
Raymond James & Associates
Florida
-$5.43M -145,733 Closed
RA
236
Royce & Associates
New York
-$4.9M -131,460 Closed
EAM
237
Eagle Asset Management
Florida
-$4.46M -118,186 Closed
AIA
238
Avalon Investment & Advisory
Texas
-$4.06M -108,908 Closed
Fisher Asset Management
239
Fisher Asset Management
Washington
-$3.42M -91,902 Closed
OAM
240
Oppenheimer Asset Management
New York
-$1.19M -31,876 Closed
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
-$745K -20,000 Closed
GT
242
Glenmede Trust
Pennsylvania
-$738K -19,790 Closed
OQS
243
Occudo Quantitative Strategies
Florida
-$540K -14,497 Closed
SGI
244
Summit Global Investments
Utah
-$414K -11,100 Closed
BCI
245
Brinker Capital Investments
Pennsylvania
-$300K -8,040 Closed
VHAM
246
Van Hulzen Asset Management
California
-$283K -7,597 Closed
AQR Capital Management
247
AQR Capital Management
Connecticut
-$274K -7,361 Closed
MAM
248
Meeder Asset Management
Ohio
-$201K -5,403 Closed
SOW
249
State of Wyoming
Wyoming
-$138K -3,693 Closed
GC
250
Globeflex Capital
California
-$88.5K -2,374 Closed

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.