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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$23.4M +$4.65M +96,476 +25%
Victory Capital Management
27
Victory Capital Management
Texas
$23.3M -$4.71M -97,665 -17%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.1M +$928K +19,235 +4%
ACL
29
Azora Capital LP
Florida
$22.9M +$22.8M +472,860 New
Bank of America
30
Bank of America
North Carolina
$22.3M +$2.16M +44,864 +11%
PCM
31
Peregrine Capital Management
Minnesota
$19.5M -$1.04M -21,484 -5%
MAP
32
Moody Aldrich Partners
Massachusetts
$18.9M +$1.42M +29,437 +8%
Charles Schwab
33
Charles Schwab
California
$17M +$3.81M +78,936 +29%
GCM
34
Ghisallo Capital Management
Massachusetts
$14.6M +$14.5M +300,000 New
CCM
35
CAAS Capital Management
New York
$14.2M +$481K +9,977 +4%
ECM
36
Element Capital Management
New York
$14.2M +$14.1M +292,210 New
N
37
Nuveen
North Carolina
$13.7M +$4.04M +83,777 +42%
Goldman Sachs
38
Goldman Sachs
New York
$12.8M +$3.88M +80,449 +44%
First Trust Advisors
39
First Trust Advisors
Illinois
$12M +$1.06M +21,907 +10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$11.5M +$1.97M +40,791 +21%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$11.2M +$10.6M +218,681 +1,677%
WAM
42
Winslow Asset Management
Ohio
$10.2M +$16.9K +350 +0.2%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$9.6M +$2.27M +47,100 +31%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$7.75M +$6.09M +126,203 +376%
Citadel Advisors
45
Citadel Advisors
Florida
$7.39M +$5.4M +111,984 +277%
AIMCA
46
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.28M +$7.24M +150,000 New
CH
47
CVI Holdings
Delaware
$7.16M +$7.12M +147,634 New
BSW
48
Buckingham Strategic Wealth
Missouri
$7.05M +$391K +8,098 +6%
SEI Investments
49
SEI Investments
Pennsylvania
$6.9M +$3.92M +81,242 +133%
PCM
50
Penn Capital Management
Pennsylvania
$6.84M +$6.81M +141,085 New

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.