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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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112 hedge funds and large institutions have $1.37B invested in Focus Financial Partners Inc. Class A in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $519K

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

17% less funds holding

Funds holding: 135 → 112 (-23)

19% less capital invested

Capital invested by funds: $1.69B → $1.37B (-$320M)

72% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 32

Holders
112
Holders Change
-23
Holders Change %
-17.04%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
9
Increased
42
Reduced
40
Closed
32
Calls
$3.24M
Puts
$519K
Net Calls
+$2.72M
Net Calls Change
+$15.9M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$32.4M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$17.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$12.5M
4
FCIM
Fairview Capital Investment Management
California
+$12.2M
5
WCM Investment Management
WCM Investment Management
California
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$12.7M
2
Millennium Management
Millennium Management
New York
-$4.94M
3
SI
Stephens Inc
Arkansas
-$4.27M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.05M
5
RSWM
Robertson Stephens Wealth Management
California
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.36M +$99.2K +3,736 +2%
SSA
27
Schonfeld Strategic Advisors
New York
$4.33M +$1.96M +73,755 +65%
SFM
28
Soros Fund Management
New York
$4.29M +$4.95M +186,300 New
Morgan Stanley
29
Morgan Stanley
New York
$4.14M +$3.66M +138,044 +330%
PCM
30
Penserra Capital Management
California
$3.75M +$4.33M +163,104 New
Marshall Wace
31
Marshall Wace
United Kingdom
$3.66M -$372K -13,999 -8%
QPWM
32
Quadrant Private Wealth Management
Pennsylvania
$3.62M -$398K -15,000 -9%
Mariner
33
Mariner
Kansas
$3.53M +$27.7K +1,044 +0.7%
AACP
34
Advantage Alpha Capital Partners
California
$3.07M +$1.27M +47,853 +56%
NC
35
NBW Capital
Massachusetts
$2.83M +$799K +30,114 +32%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.82M -$43.7K -1,648 -1%
GFS
37
GYL Financial Synergies
Connecticut
$2.78M -$41.1K -1,550 -1%
Wells Fargo
38
Wells Fargo
California
$2.72M -$657K -24,751 -17%
Bank of America
39
Bank of America
North Carolina
$2.29M -$1.2M -45,336 -31%
Ameriprise
40
Ameriprise
Minnesota
$2.21M +$2.56M +96,281 New
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.09M -$4.05M -152,546 -63%
XF
42
XML Financial
Maryland
$1.99M -$2.65K -100 -0.1%
BMO
43
Beck Mack & Oliver
New York
$1.9M +$182K +6,839 +9%
DWM
44
Dorchester Wealth Management
Quebec, Canada
$1.9M – – –
First Trust Advisors
45
First Trust Advisors
Illinois
$1.81M +$1.73M +65,129 +485%
RVPG
46
Relative Value Partners Group
$1.8M -$2.65K -100 -0.1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.57M -$549K -20,666 -23%
Macquarie Group
48
Macquarie Group
Australia
$1.5M +$101K +3,803 +6%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$1.4M +$398K +15,000 +33%
VC
50
Vestor Capital
Illinois
$1.4M -$90.6K -3,413 -5%
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FOCS Hedge Fund Activity: Q1 2020 in Review

112 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2020, worth a combined $1.37B — down 19% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FOCS and 9 opened new positions — a net loss of 23 holders — while 40 trimmed existing stakes and 42 added.

The largest buyer was JP Morgan Chase, adding an estimated $32.4M. The largest seller was TimesSquare Capital Management, cutting an estimated $12.7M.

  • 112 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2020, down from 135 in Q4 2019.
  • Funds reported $1.37B of Focus Financial Partners Inc. Class A stock for Q1 2020, down 19% quarter-over-quarter.
  • 9 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2020 and 32 closed out, a net change of -23 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2020 was JP Morgan Chase, an estimated $32.4M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2020 was TimesSquare Capital Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.