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FOCS

Focus Financial Partners Inc. Class A
FOCS

Delisted

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

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101 hedge funds and large institutions have $1.97B invested in Focus Financial Partners Inc. Class A in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

43% more capital invested

Capital invested by funds: $1.37B → $1.97B (+$595M)

26% more funds holding

Funds holding: 80 → 101 (+21)

Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.19%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
31
Increased
43
Reduced
16
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$19K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$22.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.1M
3
TCM
TimesSquare Capital Management
New York
+$11.7M
4
RI
Redwood Investments
Massachusetts
+$10.5M
5
BlackRock
BlackRock
New York
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
CP
Centerbridge Partners
New York
-$19.2M
2
ACL
Azora Capital LP
Florida
-$14.1M
3
Millennium Management
Millennium Management
New York
-$9.19M
4
Franklin Resources
Franklin Resources
California
-$7.75M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
LVW Advisors
New York
$1.24M +$1.09M +34,714 New
Lazard Asset Management
52
Lazard Asset Management
New York
$1.2M +$1.07M +33,800 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.2M +$317K +10,064 +43%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.12M +$287K +9,100 +41%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.07M +$15.8K +500 +2%
SF
56
Synovus Financial
Georgia
$950K -$98K -3,109 -10%
SBH
57
Segall Bryant & Hamill
Illinois
$919K +$19.3K +613 +2%
MWM
58
Merriman Wealth Management
Washington
$896K +$792K +25,130 New
Bank of America
59
Bank of America
North Carolina
$852K -$305K -9,687 -29%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$836K +$740K +23,467 New
CG
61
CFO4Life Group
Texas
$819K +$725K +22,989 New
Barclays
62
Barclays
United Kingdom
$777K +$501K +15,885 +269%
Morgan Stanley
63
Morgan Stanley
New York
$739K -$293K -9,286 -31%
IFAM
64
Institutional & Family Asset Management
Colorado
$738K +$641K +20,344 +5,813%
CG
65
Colony Group
Massachusetts
$717K +$634K +20,105 New
Credit Agricole
66
Credit Agricole
France
$712K +$630K +20,000 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$644K +$565K +17,935 +14,946%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$629K +$556K +17,648 New
Macquarie Group
69
Macquarie Group
Australia
$628K +$7.15K +227 +1%
AIG
70
American International Group
New York
$600K +$140K +4,430 +36%
Franklin Resources
71
Franklin Resources
California
$588K -$7.75M -246,000 -94%
FFG
72
Fortem Financial Group
California
$571K +$505K +16,033 New
TW
73
Transform Wealth
Colorado
$465K +$412K +13,058 New
Squarepoint
74
Squarepoint
New York
$448K +$68.8K +2,184 +21%
MIM
75
MetLife Investment Management
New Jersey
$421K +$141K +4,461 +61%
1 2
3
4 5

FOCS Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2019, worth a combined $1.97B — up 43% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 10 closed out — a net gain of 21 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $22.2M. The largest seller was Centerbridge Partners, cutting an estimated $19.2M.

  • 101 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $1.97B of Focus Financial Partners Inc. Class A stock for Q1 2019, up 43% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2019 and 10 closed out, a net change of +21 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2019 was Vanguard Group, an estimated $22.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2019 was Centerbridge Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.