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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
226
SEI Investments
Pennsylvania
-$2.01M -38,743 Closed
Wellington Management Group
227
Wellington Management Group
Massachusetts
-$1.54M -29,759 Closed
PFMU
228
Privium Fund Management (UK)
United Kingdom
-$1.49M -28,712 Closed
KTA
229
Keeley-Teton Advisors
Illinois
-$1.44M -27,813 Closed
TCM
230
TimesSquare Capital Management
New York
-$1.43M -27,600 Closed
OR
231
Olympiad Research
Connecticut
-$1.01M -19,524 Closed
SG Americas Securities
232
SG Americas Securities
New York
-$1M -19,282 Closed
GCM
233
Graham Capital Management
Connecticut
-$661K -12,751 Closed
Verition Fund Management
234
Verition Fund Management
Connecticut
-$623K -12,009 Closed
EGM
235
Engineers Gate Manager
New York
-$614K -11,828 Closed
B
236
BloombergSen
Ontario, Canada
-$503K -9,700 Closed
VF
237
Virtu Financial
New York
-$498K -9,601 Closed
PI
238
PEAK6 Investments
Illinois
-$412K -7,946 Closed
BC
239
Bridgefront Capital
Texas
-$360K -6,941 Closed
QOP
240
Quinn Opportunity Partners
Virginia
-$259K -5,000 Closed
BAMF
241
BI Asset Management Fondsmaeglerselskab
Denmark
-$235K -4,523 Closed
CG
242
Colony Group
Massachusetts
-$233K -4,484 Closed
CL
243
CIM LLC
New York
-$230K -4,425 Closed
LCM
244
Landscape Capital Management
New Jersey
-$218K -4,197 Closed
PAM
245
Panagora Asset Management
Massachusetts
-$213K -4,109 Closed
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
-$207 -4,005 Closed
Walleye Trading
247
Walleye Trading
New York
-$160K -3,092 Closed
QT
248
Quantbot Technologies
New York
-$106K -2,039 Closed
Allspring Global Investments
249
Allspring Global Investments
North Carolina
-$31.4K -606 Closed
EI
250
Ellevest Inc
New York
-$30.4K -587 Closed

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.