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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$15.7M +$34.6K +972 +0.2%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$15.4M -$3.1M -86,999 -17%
Goldman Sachs
28
Goldman Sachs
New York
$14.3M +$2.34M +65,650 +21%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$12.3M -$129K -3,623 -1%
CCWM
30
Cassaday & Co Wealth Management
Virginia
$11.2M +$10.7M +300,951 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$11.1M +$1.41M +39,589 +15%
Bank of America
32
Bank of America
North Carolina
$10.2M +$906K +25,451 +10%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$9.69M -$1.07M -30,000 -10%
EMCIP
34
Ewing Morris & Co Investment Partners
Ontario, Canada
$8.93M
SEI Investments
35
SEI Investments
Pennsylvania
$8.03M -$1.99M -56,006 -21%
WAM
36
Winslow Asset Management
Ohio
$8.02M +$60.7K +1,706 +0.8%
PCM
37
Peregrine Capital Management
Minnesota
$7.9M -$230K -6,464 -3%
PFC
38
Phocas Financial Corp
California
$7.88M +$389K +10,942 +5%
Morgan Stanley
39
Morgan Stanley
New York
$7.72M +$2.1M +58,882 +40%
N
40
Nuveen
North Carolina
$6.84M -$4.03M -113,125 -38%
RVPG
41
Relative Value Partners Group
$6.06M -$125K -3,500 -2%
MAP
42
Moody Aldrich Partners
Massachusetts
$5.93M -$2.44M -68,458 -30%
BMO
43
Beck Mack & Oliver
New York
$5.8M -$1.05M -29,399 -16%
RJA
44
Raymond James & Associates
Florida
$5.43M +$137K +3,844 +3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$5.3M +$99.6K +2,800 +2%
NC
46
NBW Capital
Massachusetts
$5.28M +$99.8K +2,804 +2%
RA
47
Royce & Associates
New York
$4.9M +$2.9M +81,460 +163%
Norges Bank
48
Norges Bank
Norway
$4.63M -$3.11M -87,300 -41%
EAM
49
Eagle Asset Management
Florida
$4.46M -$126K -3,536 -3%
BSW
50
Buckingham Strategic Wealth
Missouri
$4.44M -$149K -4,200 -3%

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.