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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

112 hedge funds and large institutions have $1.49B invested in Focus Financial Partners Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

11% more funds holding

Funds holding: 101112 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.97B → $1.49B (-$475M)

98% less call options, than puts

Call options by funds: $315K | Put options by funds: $18.5M

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
48
Reduced
20
Closed
15
Calls
$315K
Puts
$18.5M
Net Calls
-$18.2M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$4.81M +$1.72M +52,817 +43%
PI
27
Putnam Investments
Massachusetts
$4.41M -$176K -5,400 -3%
Charles Schwab
28
Charles Schwab
California
$3.96M +$452K +13,881 +11%
Mariner
29
Mariner
Kansas
$3.42M
GFS
30
GYL Financial Synergies
Connecticut
$3.36M
Citadel Advisors
31
Citadel Advisors
Florida
$2.88M +$3.44M +105,581 New
NC
32
NBW Capital
Massachusetts
$2.83M +$1.03M +31,711 +44%
N
33
Nuveen
North Carolina
$2.79M +$3.33M +102,310 New
Wells Fargo
34
Wells Fargo
California
$2.45M +$779K +23,906 +36%
Bank of America
35
Bank of America
North Carolina
$2.39M +$2.08M +63,737 +267%
DWM
36
Dorchester Wealth Management
Quebec, Canada
$2.25M
H
37
HoyleCohen
California
$2.19M -$76.7K -2,354 -3%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.16M -$355K -10,889 -12%
RVPG
39
Relative Value Partners Group
$2.14M -$343K -10,510 -12%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$1.95M -$347K -10,650 -13%
Goldman Sachs
41
Goldman Sachs
New York
$1.89M -$4.2M -129,001 -65%
VC
42
Vestor Capital
Illinois
$1.76M
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$1.63M +$363K +11,132 +23%
Marshall Wace
44
Marshall Wace
United Kingdom
$1.48M -$220K -6,757 -11%
RA
45
Royce & Associates
New York
$1.37M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.3M +$1.56M +47,771 New
Squarepoint
47
Squarepoint
New York
$1.28M +$1.12M +34,349 +273%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.27M +$204K +6,269 +16%
CG
49
Colony Group
Massachusetts
$1.2M +$775K +23,761 +118%
UBS Group
50
UBS Group
Switzerland
$1.15M +$1.37M +42,009 +45,171%

FOCS Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2019, worth a combined $1.49B — down 24% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FOCS positions and 15 closed out — a net gain of 14 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $21.8M. The largest seller was AKRE Capital Management, exiting entirely with an estimated $106M sold.

  • 112 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $1.49B of Focus Financial Partners Inc. Class A stock for Q2 2019, down 24% quarter-over-quarter.
  • 29 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2019 and 15 closed out, a net change of +14 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2019 was TimesSquare Capital Management, an estimated $21.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2019 was AKRE Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2019.