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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$16.6M -$21.8M -571,357 -54%
MAP
27
Moody Aldrich Partners
Massachusetts
$16.2M -$2.6M -68,051 -13%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$16.1M -$2.22M -58,000 -11%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$16M -$4.02M -105,147 -18%
Charles Schwab
30
Charles Schwab
California
$14.9M -$57.5K -1,504 -0.3%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$11M +$902K +23,612 +8%
N
32
Nuveen
North Carolina
$10.8M -$1.31M -34,290 -10%
SEI Investments
33
SEI Investments
Pennsylvania
$10.3M +$2.69M +70,355 +30%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$9.88M
EMCIP
35
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.57M +$306K +8,000 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$9.45M -$681K -17,827 -6%
PCM
37
Peregrine Capital Management
Minnesota
$7.85M -$6.53K -171 -0.1%
Goldman Sachs
38
Goldman Sachs
New York
$7.7M -$2.29M -59,870 -21%
WAM
39
Winslow Asset Management
Ohio
$7.22M +$131K +3,422 +2%
Norges Bank
40
Norges Bank
Norway
$7.2M +$2.21M +57,761 +38%
RVPG
41
Relative Value Partners Group
$7.02M -$11.3K -295 -0.2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$6.74M -$385K -10,089 -5%
PFC
43
Phocas Financial Corp
California
$6.59M +$4.6M +120,297 +164%
PCM
44
Penn Capital Management
Pennsylvania
$6.5M +$436K +11,398 +6%
Bank of America
45
Bank of America
North Carolina
$6.5M -$2.17M -56,908 -23%
BMO
46
Beck Mack & Oliver
New York
$6.33M +$1.09M +28,530 +18%
GC
47
Gillson Capital
Illinois
$5.88M -$2.01M -52,528 -23%
AACP
48
Advantage Alpha Capital Partners
California
$5.3M +$459K +12,019 +8%
Verition Fund Management
49
Verition Fund Management
Connecticut
$5.26M +$2.91M +76,238 +97%
FG
50
Fiduciary Group
Georgia
$5.26M -$306K -8,000 -6%

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.