We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$28.1M -$14M -290,780 -35%
Citadel Advisors
27
Citadel Advisors
Florida
$27.1M +$22.8M +474,068 +984%
WCM Investment Management
28
WCM Investment Management
California
$27M -$24.5M -507,787 -49%
Charles Schwab
29
Charles Schwab
California
$26.8M +$366K +7,598 +1%
Invesco
30
Invesco
Georgia
$26.7M -$24.9M -517,326 -50%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$25.7M -$12.4M -257,219 -34%
Swedbank
32
Swedbank
Sweden
$25.5M -$16.3M -338,800 -41%
Man Group
33
Man Group
United Kingdom
$22.8M
AA
34
AQR Arbitrage
Connecticut
$22.3M +$20.7M +430,012 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
35
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.9M +$20.4M +423,100 New
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$21.6M -$20.7M -430,385 -51%
Bank of America
37
Bank of America
North Carolina
$21.2M +$6.54M +135,701 +50%
TAL
38
TIG Advisors LLC
New York
$19.8M +$18.4M +381,144 New
Victory Capital Management
39
Victory Capital Management
Texas
$19.2M -$6.47M -134,277 -27%
NYLIM
40
New York Life Investment Management
New York
$19M +$17.6M +365,387 New
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$18.9M +$15M +310,487 +575%
BHMP
42
Bardin Hill Management Partners
New York
$18M +$16.7M +347,275 New
Millennium Management
43
Millennium Management
New York
$17M +$13.4M +277,690 +546%
CCWM
44
Cassaday & Co Wealth Management
Virginia
$15.6M
GF
45
Gabelli Funds
New York
$14.7M +$12.5M +259,020 +1,102%
FTCM
46
First Trust Capital Management
Illinois
$14.5M +$13.4M +278,807 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$14.2M -$1.15M -23,925 -8%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$12.6M +$11.7M +243,333 New
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$11.7M +$10.9M +225,753 New
BSCM
50
Berry Street Capital Management
United Kingdom
$11.7M +$10.8M +225,000 New

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.