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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

80 hedge funds and large institutions have $1.37B invested in Focus Financial Partners Inc. Class A in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

4% less funds holding

Funds holding: 8380 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

45% less capital invested

Capital invested by funds: $2.5B → $1.37B (-$1.13B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
19
Increased
31
Reduced
20
Closed
22
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
-$769K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.36M +$4.94M +141,486 +584%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$3.95M
Mariner
28
Mariner
Kansas
$3.3M +$4.37M +125,350 New
Charles Schwab
29
Charles Schwab
California
$2.77M -$14.9K -428 -0.4%
WAM
30
Winslow Asset Management
Ohio
$2.65M +$3.51M +100,683 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.03M +$70.1K +2,010 +3%
NC
32
NBW Capital
Massachusetts
$1.9M -$1.25M -35,752 -33%
Wells Fargo
33
Wells Fargo
California
$1.66M +$1.44M +41,320 +191%
RA
34
Royce & Associates
New York
$1.32M +$1.74M +50,000 New
Legal & General Group
35
Legal & General Group
United Kingdom
$1.31M -$171K -4,909 -9%
TCIM
36
TIAA CREF Investment Management
New York
$994K -$7.4K -212 -0.6%
TA
37
Teachers Advisors
New York
$991K +$67.2K +1,927 +5%
Bank of America
38
Bank of America
North Carolina
$885K +$567K +16,267 +94%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$846K +$733K +21,000 +189%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$810K +$68.5K +1,963 +7%
Morgan Stanley
41
Morgan Stanley
New York
$791K -$28.6K -819 -3%
SF
42
Synovus Financial
Georgia
$787K +$1.04M +29,840 New
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$781K +$1.03M +29,650 New
SBH
44
Segall Bryant & Hamill
Illinois
$662K +$877K +25,152 New
Deutsche Bank
45
Deutsche Bank
Germany
$647K -$630K -18,048 -42%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$618K +$334K +9,587 +69%
AllianceBernstein
47
AllianceBernstein
Tennessee
$589K -$129K -3,700 -14%
Citadel Advisors
48
Citadel Advisors
Florida
$580K +$494K +14,175 +180%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$558K +$740K +21,200 New
Macquarie Group
50
Macquarie Group
Australia
$458K +$15.8K +452 +3%

FOCS Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2018, worth a combined $1.37B — down 45% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FOCS and 19 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was JP Morgan Chase, adding an estimated $25.5M. The largest seller was Samlyn Capital, exiting entirely with an estimated $42M sold.

  • 80 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2018, down from 83 in Q3 2018.
  • Funds reported $1.37B of Focus Financial Partners Inc. Class A stock for Q4 2018, down 45% quarter-over-quarter.
  • 19 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2018 and 22 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2018 was JP Morgan Chase, an estimated $25.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2018 was Samlyn Capital, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2018.