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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 $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Soros Fund Management
New York
$29.3M
Millennium Management
27
Millennium Management
New York
$28M +$10.7M +205,345 +62%
WCM Investment Management
28
WCM Investment Management
California
$27.5M +$153K +2,938 +0.6%
Charles Schwab
29
Charles Schwab
California
$27.2M +$63.8K +1,225 +0.2%
Citadel Advisors
30
Citadel Advisors
Florida
$26.5M -$923K -17,712 -3%
WP
31
Woodline Partners
California
$26.4M +$16.1M +309,802 +161%
PMAM
32
Picton Mahoney Asset Management
Ontario, Canada
$26.3M +$26M +500,000 New
MAM
33
Melqart Asset Management
United Kingdom
$26.1M +$25.9M +497,100 New
Bank of America
34
Bank of America
North Carolina
$25.5M +$4.02M +77,140 +19%
JCI
35
Jet Capital Investors
New York
$22.1M +$21.9M +420,000 New
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$21.7M -$199K -3,813 -0.9%
AllianceBernstein
37
AllianceBernstein
Tennessee
$20.6M +$10.2M +195,026 +99%
Morgan Stanley
38
Morgan Stanley
New York
$20.5M -$8.6M -165,043 -30%
BHMP
39
Bardin Hill Management Partners
New York
$20.1M +$1.8M +34,566 +10%
NAM
40
Nexpoint Asset Management
Texas
$19.7M +$16.2M +310,473 +474%
GF
41
Gabelli Funds
New York
$19.6M +$4.74M +91,064 +32%
NYLIM
42
New York Life Investment Management
New York
$19.5M +$342K +6,559 +2%
TMAM
43
Tokio Marine Asset Management
Japan
$18.7M +$7.2M +138,200 +63%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$18.5M -$7.43M -142,530 -29%
Deutsche Bank
45
Deutsche Bank
Germany
$17.4M +$14.3M +274,571 +476%
GCIA
46
Gabelli & Co Investment Advisers
New York
$17.1M +$6.64M +127,500 +64%
UBS Group
47
UBS Group
Switzerland
$16.5M +$9.16M +175,774 +127%
CCWM
48
Cassaday & Co Wealth Management
Virginia
$15.8M
Norges Bank
49
Norges Bank
Norway
$14.6M +$3.44M +66,000 +31%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$14.2M -$163K -3,135 -1%

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.