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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

80 hedge funds and large institutions have $1.37B invested in Focus Financial Partners Inc. Class A in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

4% less funds holding

Funds holding: 8380 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

45% less capital invested

Capital invested by funds: $2.5B → $1.37B (-$1.13B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
19
Increased
31
Reduced
20
Closed
22
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
-$769K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$359K +$476K +13,639 New
AIG
52
American International Group
New York
$326K -$3.35K -96 -0.8%
GPGA
53
Grandeur Peak Global Advisors
Utah
$310K +$140K +4,025 +52%
BA
54
Boston Advisors
Massachusetts
$300K +$397K +11,384 New
Squarepoint
55
Squarepoint
New York
$273K +$362K +10,386 New
QSS
56
Quantitative Systematic Strategies
Florida
$256K -$179K -5,129 -35%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$227K -$7.78M -223,078 -96%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$226K +$94.4K +2,707 +46%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$225K +$127K +3,637 +74%
CFA
60
Carroll Financial Associates
North Carolina
$215K +$290K +8,300 New
MIM
61
MetLife Investment Management
New Jersey
$194K -$115K -3,286 -31%
UBS Group
62
UBS Group
Switzerland
$181K +$78.9K +2,263 +49%
MWNA
63
Marshall Wace North America
New York
$162K -$1.01M -29,074 -83%
Barclays
64
Barclays
United Kingdom
$156K -$141K -4,053 -41%
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$154K -$64.9K -1,859 -24%
Citigroup
66
Citigroup
New York
$129K -$36.3K -1,040 -17%
AIP
67
Ameritas Investment Partners
Nebraska
$41K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$13.6K +$13.2K +379 +277%
CA
69
Claro Advisors
Massachusetts
$13K +$9.45K +271 New
NIT
70
NumerixS Investment Technologies
British Columbia, Canada
$13K +$17.4K +500 New
FNC
71
First National Corp
Massachusetts
$10K +$12.7K +365 New
IFAM
72
Institutional & Family Asset Management
Colorado
$9K +$12.2K +350 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$7K +$4.46K +128 +98%
ER
74
Enlightenment Research
Florida
$5K +$6.98K +200 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$3K -$741K -21,255 -99%

FOCS Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2018, worth a combined $1.37B — down 45% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FOCS and 19 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was JP Morgan Chase, adding an estimated $25.5M. The largest seller was Samlyn Capital, exiting entirely with an estimated $42M sold.

  • 80 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2018, down from 83 in Q3 2018.
  • Funds reported $1.37B of Focus Financial Partners Inc. Class A stock for Q4 2018, down 45% quarter-over-quarter.
  • 19 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2018 and 22 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2018 was JP Morgan Chase, an estimated $25.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2018 was Samlyn Capital, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2018.