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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

149 hedge funds and large institutions have $2.06B invested in Focus Financial Partners Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

58% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.27M

14% more funds holding

Funds holding: 131149 (+18)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
34
Increased
47
Reduced
42
Closed
15
Calls
$3.6M
Puts
$2.27M
Net Calls
+$1.32M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
51
GYL Financial Synergies
Connecticut
$2.57M -$1.16M -32,694 -29%
SPA
52
Sentinel Pension Advisors
Massachusetts
$2.52M +$1.03M +29,106 +61%
SEI Investments
53
SEI Investments
Pennsylvania
$2.52M +$1.27M +35,964 +88%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$2.33M +$45.4K +1,284 +2%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$2.29M +$2.48M +70,000 New
Wells Fargo
56
Wells Fargo
California
$2.24M -$1.72M -48,525 -41%
CWG
57
Cornerstone Wealth Group
North Carolina
$2.13M +$813K +23,000 +55%
Macquarie Group
58
Macquarie Group
Australia
$2.12M -$84.3K -2,383 -4%
DWM
59
Dorchester Wealth Management
Quebec, Canada
$2.11M -$345K -9,750 -13%
Federated Hermes
60
Federated Hermes
Pennsylvania
$2.09M +$2.26M +63,814 New
TC
61
Telemus Capital
Michigan
$2.07M +$354K +10,000 +23%
APG Asset Management
62
APG Asset Management
Netherlands
$2.04M +$2.57M +72,800 New
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$1.97M +$2.11M +59,642 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.95M +$49.5K +1,400 +2%
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$1.83M -$133K -3,750 -7%
H
66
HoyleCohen
California
$1.8M -$81.6K -2,307 -4%
VC
67
Vestor Capital
Illinois
$1.74M +$1.88M +53,097 New
RA
68
Royce & Associates
New York
$1.64M
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.56M +$43.8K +1,237 +3%
Goldman Sachs
70
Goldman Sachs
New York
$1.55M +$88.2K +2,493 +6%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.51M +$14.1K +400 +0.9%
EMFAT
72
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.46M
KCPG
73
Kavar Capital Partners Group
Kansas
$1.41M -$51.6K -1,460 -3%
US Bancorp
74
US Bancorp
Minnesota
$1.34M +$1.44M +40,762 +45,291%
Barclays
75
Barclays
United Kingdom
$1.22M -$103K -2,904 -7%

FOCS Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2020, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FOCS positions and 15 closed out — a net gain of 19 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $31.2M. The largest seller was Centerbridge Partners, cutting an estimated $14.2M.

  • 149 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $2.06B of Focus Financial Partners Inc. Class A stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 34 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2020 and 15 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2020 was Massachusetts Financial Services, an estimated $31.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2020 was Centerbridge Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.