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FOCS

Focus Financial Partners Inc. Class A
FOCS

Delisted

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

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101 hedge funds and large institutions have $1.97B invested in Focus Financial Partners Inc. Class A in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

43% more capital invested

Capital invested by funds: $1.37B → $1.97B (+$595M)

26% more funds holding

Funds holding: 80 → 101 (+21)

Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.19%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
31
Increased
43
Reduced
16
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$19K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$22.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.1M
3
TCM
TimesSquare Capital Management
New York
+$11.7M
4
RI
Redwood Investments
Massachusetts
+$10.5M
5
BlackRock
BlackRock
New York
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
CP
Centerbridge Partners
New York
-$19.2M
2
ACL
Azora Capital LP
Florida
-$14.1M
3
Millennium Management
Millennium Management
New York
-$9.19M
4
Franklin Resources
Franklin Resources
California
-$7.75M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Peregrine Capital Management
Minnesota
$6.78M -$112K -3,565 -2%
PI
27
Putnam Investments
Massachusetts
$5.95M -$458K -14,547 -8%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$4.96M +$4.39M +139,218 New
Charles Schwab
29
Charles Schwab
California
$4.67M +$811K +25,726 +24%
Mariner
30
Mariner
Kansas
$4.47M – – –
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$4.46M -$788K -25,000 -17%
QPWM
32
Quadrant Private Wealth Management
Pennsylvania
$4.39M +$3.89M +123,306 New
GFS
33
GYL Financial Synergies
Connecticut
$4.39M +$3.88M +123,061 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.21M +$2.84M +90,011 New
RVPG
35
Relative Value Partners Group
$3.16M +$2.8M +88,729 New
H
36
HoyleCohen
California
$2.94M +$2.6M +82,541 New
DWM
37
Dorchester Wealth Management
Quebec, Canada
$2.94M +$2.6M +82,500 New
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$2.94M +$2.59M +82,110 New
NC
39
NBW Capital
Massachusetts
$2.56M -$15.6K -495 -0.7%
Wells Fargo
40
Wells Fargo
California
$2.35M +$93.8K +2,976 +5%
VC
41
Vestor Capital
Illinois
$2.29M +$2.03M +64,321 New
Marshall Wace
42
Marshall Wace
United Kingdom
$2.18M +$1.49M +47,414 +348%
TA
43
Teachers Advisors
New York
$1.78M +$391K +12,407 +33%
RA
44
Royce & Associates
New York
$1.78M – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.74M +$522K +16,560 +52%
TC
46
Telemus Capital
Michigan
$1.66M +$1.46M +46,448 New
TCIM
47
TIAA CREF Investment Management
New York
$1.55M +$181K +5,743 +15%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.44M +$303K +9,630 +31%
Legal & General Group
49
Legal & General Group
United Kingdom
$1.28M -$427K -13,551 -27%
Stifel Financial
50
Stifel Financial
Missouri
$1.24M +$1.09M +34,690 New
1
2
3 4 5

FOCS Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2019, worth a combined $1.97B — up 43% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 10 closed out — a net gain of 21 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $22.2M. The largest seller was Centerbridge Partners, cutting an estimated $19.2M.

  • 101 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $1.97B of Focus Financial Partners Inc. Class A stock for Q1 2019, up 43% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2019 and 10 closed out, a net change of +21 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2019 was Vanguard Group, an estimated $22.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2019 was Centerbridge Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.