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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

131 hedge funds and large institutions have $1.95B invested in Focus Financial Partners Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.02M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

42% more capital invested

Capital invested by funds: $1.37B → $1.95B (+$580M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

17% more funds holding

Funds holding: 112131 (+19)

Holders
131
Holders Change
+19
Holders Change %
+16.96%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
31
Increased
44
Reduced
34
Closed
11
Calls
$4.89M
Puts
$1.02M
Net Calls
+$3.87M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.92M +$195K +7,800 +15%
XF
52
XML Financial
Maryland
$1.89M -$729K -29,111 -34%
H
53
HoyleCohen
California
$1.89M +$375 +15 +0%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$1.87M -$112K -4,461 -7%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$1.81M -$93.8K -3,748 -7%
MWM
56
Merriman Wealth Management
Washington
$1.74M
RA
57
Royce & Associates
New York
$1.65M
SPA
58
Sentinel Pension Advisors
Massachusetts
$1.58M +$1.19M +47,744 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.53M
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.51M +$170K +6,800 +17%
TC
61
Telemus Capital
Michigan
$1.5M
Goldman Sachs
62
Goldman Sachs
New York
$1.48M +$37.7K +1,508 +3%
KCPG
63
Kavar Capital Partners Group
Kansas
$1.47M -$170K -6,810 -13%
EMFAT
64
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.47M -$1.16M -46,522 -51%
CWG
65
Cornerstone Wealth Group
North Carolina
$1.38M +$1.05M +41,850 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.36M +$82K +3,278 +9%
SEI Investments
67
SEI Investments
Pennsylvania
$1.35M +$203K +8,124 +25%
Barclays
68
Barclays
United Kingdom
$1.33M +$748K +29,906 +293%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.21M +$15.8K +632 +2%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.18M +$896K +35,816 New
AC
71
Allstate Corporation
Illinois
$1.1M
3C
72
361 Capital
Colorado
$1.09M -$128K -5,128 -13%
SG Americas Securities
73
SG Americas Securities
New York
$1.03M +$158K +6,332 +26%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.01M +$85.1K +3,400 +13%
OCPWS
75
One Charles Private Wealth Services
Massachusetts
$1.01M +$636K +25,394 New

FOCS Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2020, worth a combined $1.95B — up 42% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $23M sold.

  • 131 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $1.95B of Focus Financial Partners Inc. Class A stock for Q2 2020, up 42% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2020 and 11 closed out, a net change of +20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2020 was Robertson Stephens Wealth Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2020.