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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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135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116 → 135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$12.8M
2
PCM
Peregrine Capital Management
Minnesota
+$7.51M
3
SAM
Skyline Asset Management
Illinois
+$5.97M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.94M
5
Capital World Investors
Capital World Investors
California
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$17M
2
Goldman Sachs
Goldman Sachs
New York
-$8.82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.76M
4
MWNA
Marshall Wace North America
New York
-$4.22M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$5.07M -$128K -5,000 -3%
Millennium Management
27
Millennium Management
New York
$4.94M -$2.44M -95,474 -36%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$4.53M +$3.93M +153,760 New
Mariner
29
Mariner
Kansas
$4.49M +$51.3K +2,005 +1%
SI
30
Stephens Inc
Arkansas
$4.27M +$3.71M +145,000 New
Bank of America
31
Bank of America
North Carolina
$4.27M +$609K +23,807 +20%
Wells Fargo
32
Wells Fargo
California
$4.21M +$740K +28,940 +25%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.66M +$665K +25,999 +26%
GFS
34
GYL Financial Synergies
Connecticut
$3.61M -$12.8K -500 -0.4%
SSA
35
Schonfeld Strategic Advisors
New York
$3.37M +$2.92M +114,210 New
UBS Group
36
UBS Group
Switzerland
$2.8M -$296K -11,576 -11%
NC
37
NBW Capital
Massachusetts
$2.73M -$138K -5,416 -6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.62M -$30.7K -1,200 -1%
XF
39
XML Financial
Maryland
$2.55M +$2.21M +86,473 New
AACP
40
Advantage Alpha Capital Partners
California
$2.52M +$2.19M +85,538 New
KCPG
41
Kavar Capital Partners Group
Kansas
$2.5M +$117K +4,585 +6%
MWNA
42
Marshall Wace North America
New York
$2.46M -$4.22M -165,212 -66%
DWM
43
Dorchester Wealth Management
Quebec, Canada
$2.43M – – –
RVPG
44
Relative Value Partners Group
$2.31M – – –
BMO
45
Beck Mack & Oliver
New York
$2.23M +$420K +16,427 +28%
SG Americas Securities
46
SG Americas Securities
New York
$2.21M +$1.92M +74,951 New
CS
47
Credit Suisse
Switzerland
$2.05M -$944K -36,937 -35%
GGPE
48
Golden Gate Private Equity
California
$1.92M – – –
VC
49
Vestor Capital
Illinois
$1.9M – – –
Macquarie Group
50
Macquarie Group
Australia
$1.82M +$811K +31,719 +106%
1
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FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.