Focus Financial Partners Inc. Class A
FOCS
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.
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: 240 → 219 (-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: 6 → 4 (-2)
40% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$21.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.2M |
| 4 |
BlackRock
New York
|
+$12.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPCM
Darlington Partners Capital Management
Greenbrae,
California
|
-$51M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$12.8M |
| 3 |
Jennison Associates
New York
|
-$8.91M |
| 4 |
Morgan Stanley
New York
|
-$7.25M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AHIA
251
Andrew Hill Investment Advisors
Naples,
Florida
| – | -$29K | -500 | Closed |
|
|
WOC
252
West Oak Capital
Westlake Village,
California
| – | -$15K | -250 | Closed |
|
|
CWS
253
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$9K | -153 | Closed |
|
|
TWA
254
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7.43K | -148 | -94% |
|
|
FHA
255
First Horizon Advisors
Memphis,
Tennessee
| – | -$8K | -134 | Closed |
|
|
TCOV
256
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$6K | -100 | Closed |
|
257
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -19 | Closed |
|
|
C
258
Covestor
London,
United Kingdom
| – | -$100 | -2 | -18% |
|
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.