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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.35B invested in Focus Financial Partners Inc. Class A in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 112116 (+4)

9% less capital invested

Capital invested by funds: $1.49B → $1.35B (-$141M)

91% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $32.8M

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
15
Increased
55
Reduced
20
Closed
11
Calls
$3.1M
Puts
$32.8M
Net Calls
-$29.7M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$4.76M +$4.92M +200,000 New
Charles Schwab
27
Charles Schwab
California
$4.37M +$944K +38,377 +26%
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$4.22M +$24.6K +1,000 +0.6%
Mariner
29
Mariner
Kansas
$3.58M +$617K +25,070 +20%
GFS
30
GYL Financial Synergies
Connecticut
$2.93M
Bank of America
31
Bank of America
North Carolina
$2.88M +$823K +33,460 +38%
Citadel Advisors
32
Citadel Advisors
Florida
$2.88M +$378K +15,353 +15%
CFA
33
Carroll Financial Associates
North Carolina
$2.78M +$2.02M +81,950 +236%
Wells Fargo
34
Wells Fargo
California
$2.71M +$593K +24,118 +27%
Squarepoint
35
Squarepoint
New York
$2.54M +$1.47M +59,872 +128%
CS
36
Credit Suisse
Switzerland
$2.54M +$2.35M +95,655 +873%
UBS Group
37
UBS Group
Switzerland
$2.54M +$1.58M +64,435 +153%
N
38
Nuveen
North Carolina
$2.45M +$16.5K +669 +0.7%
NC
39
NBW Capital
Massachusetts
$2.34M -$129K -5,252 -5%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.34M -$10.3M -419,161 -81%
Renaissance Technologies
41
Renaissance Technologies
New York
$2.27M +$1.39M +56,400 +144%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.14M +$270K +10,983 +14%
DWM
43
Dorchester Wealth Management
Quebec, Canada
$1.96M
GGPE
44
Golden Gate Private Equity
California
$1.92M +$1.99M +80,700 New
KCPG
45
Kavar Capital Partners Group
Kansas
$1.91M +$1.95M +79,200 +7,920%
H
46
HoyleCohen
California
$1.91M
RVPG
47
Relative Value Partners Group
$1.86M
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$1.72M +$104K +4,228 +6%
VC
49
Vestor Capital
Illinois
$1.53M
CC
50
Chicago Capital
Illinois
$1.5M -$5.34M -216,984 -77%

FOCS Hedge Fund Activity: Q3 2019 in Review

116 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2019, worth a combined $1.35B — down 9.5% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FOCS positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 20 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $25.1M. The largest seller was Fidelity Investments, exiting entirely with an estimated $61.6M sold.

  • 116 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2019, up from 112 in Q2 2019.
  • Funds reported $1.35B of Focus Financial Partners Inc. Class A stock for Q3 2019, down 9.5% quarter-over-quarter.
  • 15 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2019 was Robertson Stephens Wealth Management, an estimated $25.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2019 was Fidelity Investments, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.