We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$1.81M -$274K -10,720 -14%
ARTA
52
A.R.T. Advisors
New York
$1.73M +$256K +10,000 +20%
H
53
HoyleCohen
California
$1.63M -$639K -25,000 -31%
Renaissance Technologies
54
Renaissance Technologies
New York
$1.52M -$1.13M -43,999 -46%
RA
55
Royce & Associates
New York
$1.47M
Swiss National Bank
56
Swiss National Bank
Switzerland
$1.46M +$1.27M +49,600 New
3C
57
361 Capital
Colorado
$1.39M +$1.21M +47,226 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.38M -$9.61K -376 -0.8%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.35M -$20.8K -815 -2%
AC
60
Allstate Corporation
Illinois
$1.26M +$1.1M +42,879 New
TC
61
Telemus Capital
Michigan
$1.26M
Morgan Stanley
62
Morgan Stanley
New York
$1.23M +$385K +15,060 +56%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.17M +$23K +900 +2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.15M +$25.7K +1,006 +3%
CFA
65
Carroll Financial Associates
North Carolina
$1.14M -$1.99M -77,949 -67%
CCP
66
Cyrus Capital Partners
New York
$1.12M +$972K +38,000 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.11M -$87.5K -3,421 -8%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.11M +$12.5K +488 +1%
PI
69
PEAK6 Investments
Illinois
$1.07M +$854K +33,386 +1,144%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.05M +$910K +35,600 New
HighTower Advisors
71
HighTower Advisors
Illinois
$1.01M +$874K +34,170 New
SEI Investments
72
SEI Investments
Pennsylvania
$984K +$468K +18,302 +121%
Barclays
73
Barclays
United Kingdom
$904K +$371K +14,527 +90%
Citigroup
74
Citigroup
New York
$897K +$704K +27,533 +955%
Goldman Sachs
75
Goldman Sachs
New York
$889K -$8.82M -344,868 -92%

FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.