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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

131 hedge funds and large institutions have $1.95B invested in Focus Financial Partners Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.02M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

42% more capital invested

Capital invested by funds: $1.37B → $1.95B (+$580M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

17% more funds holding

Funds holding: 112131 (+19)

Holders
131
Holders Change
+19
Holders Change %
+16.96%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
31
Increased
44
Reduced
34
Closed
11
Calls
$4.89M
Puts
$1.02M
Net Calls
+$3.87M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.85M +$445K +17,801 +9%
Morgan Stanley
27
Morgan Stanley
New York
$6.74M +$601K +24,024 +13%
AACP
28
Advantage Alpha Capital Partners
California
$6.44M +$1.53M +61,336 +46%
N
29
Nuveen
North Carolina
$5.4M -$1.26M -50,426 -24%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$5.27M +$3.99M +159,550 New
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$5.24M +$3.97M +158,668 New
Marshall Wace
32
Marshall Wace
United Kingdom
$5.14M -$87.2K -3,483 -2%
QPWM
33
Quadrant Private Wealth Management
Pennsylvania
$5.03M -$125K -5,000 -3%
BSW
34
Buckingham Strategic Wealth
Missouri
$4.78M -$3.34M -133,654 -48%
Bank of America
35
Bank of America
North Carolina
$4.16M +$659K +26,341 +26%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.08M +$24.2K +967 +0.8%
PFMOSF
37
Philadelphia Financial Management of San Francisco
California
$4.04M -$9.86M -394,123 -76%
NC
38
NBW Capital
Massachusetts
$4M -$47.1K -1,882 -2%
Wells Fargo
39
Wells Fargo
California
$3.87M -$30.7K -1,226 -1%
GFS
40
GYL Financial Synergies
Connecticut
$3.67M -$248K -9,905 -8%
BMO
41
Beck Mack & Oliver
New York
$3.17M +$331K +13,224 +16%
RVPG
42
Relative Value Partners Group
$2.55M -$25K -1,000 -1%
AAIM
43
Asset Advisors Investment Management
Georgia
$2.54M +$1.93M +76,947 New
DWM
44
Dorchester Wealth Management
Quebec, Canada
$2.45M -$213K -8,500 -10%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.31M +$39K +1,558 +2%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.3M -$223K -8,896 -11%
MWNA
47
Marshall Wace North America
New York
$2.26M +$1.23M +49,248 +258%
Macquarie Group
48
Macquarie Group
Australia
$2.22M +$42.2K +1,685 +3%
Millennium Management
49
Millennium Management
New York
$2.01M +$1.52M +60,768 New
Squarepoint
50
Squarepoint
New York
$1.98M +$1.5M +60,016 New

FOCS Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2020, worth a combined $1.95B — up 42% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $23M sold.

  • 131 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $1.95B of Focus Financial Partners Inc. Class A stock for Q2 2020, up 42% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2020 and 11 closed out, a net change of +20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2020 was Robertson Stephens Wealth Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2020.