We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
26
Moody Aldrich Partners
Massachusetts
$24.9M +$9.1M +181,168 +50%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$24.2M -$2.89M -57,500 -10%
Charles Schwab
28
Charles Schwab
California
$20M +$2.85M +56,857 +15%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$19.8M -$436K -8,686 -2%
N
30
Nuveen
North Carolina
$16.3M +$188K +3,748 +1%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$4.47M -89,090 -22%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$13.7M +$4.33M +86,200 +40%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$13.5M +$949K +18,899 +7%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$13.3M +$1.51M +30,000 +12%
Goldman Sachs
35
Goldman Sachs
New York
$13.1M -$645K -12,856 -4%
EMCIP
36
Ewing Morris & Co Investment Partners
Ontario, Canada
$12M +$4.88M +97,233 +86%
Bank of America
37
Bank of America
North Carolina
$11.3M -$3.78M -75,330 -23%
SEI Investments
38
SEI Investments
Pennsylvania
$10.7M +$921K +18,353 +9%
PCM
39
Peregrine Capital Management
Minnesota
$10.5M -$830K -16,531 -7%
GC
40
Gillson Capital
Illinois
$10.3M +$2.57M +51,094 +29%
WAM
41
Winslow Asset Management
Ohio
$9.54M -$71K -1,414 -0.7%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$9.51M +$1.38M +27,486 +15%
PCM
43
Penn Capital Management
Pennsylvania
$8.53M +$927K +18,469 +11%
Millennium Management
44
Millennium Management
New York
$7.94M +$8.31M +165,456 +2,050%
RVPG
45
Relative Value Partners Group
$7.62M +$113K +2,260 +1%
CAG
46
Crestwood Advisors Group
Massachusetts
$7.37M
BMO
47
Beck Mack & Oliver
New York
$7.2M +$1.64M +32,725 +26%
Norges Bank
48
Norges Bank
Norway
$7.03M -$640K -12,753 -8%
AACP
49
Advantage Alpha Capital Partners
California
$6.57M +$1.79M +35,730 +33%
QPWM
50
Quadrant Private Wealth Management
Pennsylvania
$6.46M +$469K +9,342 +7%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.