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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
NBW Capital
Massachusetts
$6.37M +$62.8K +1,302 +1%
MIM
52
Monashee Investment Management
Massachusetts
$6.3M +$6.27M +129,900 New
Renaissance Technologies
53
Renaissance Technologies
New York
$6.13M +$4.31M +89,300 +241%
FG
54
Fiduciary Group
Georgia
$6.1M -$1.11M -22,950 -16%
AAIM
55
Asset Advisors Investment Management
Georgia
$6.02M
AACP
56
Advantage Alpha Capital Partners
California
$5.99M +$521K +10,806 +10%
QPWM
57
Quadrant Private Wealth Management
Pennsylvania
$5.88M -$96.5K -2,000 -2%
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.74M +$1.11M +23,100 +24%
BMO
59
Beck Mack & Oliver
New York
$5.71M +$78.4K +1,625 +1%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$5.39M -$1.69M -35,051 -24%
LCM
61
Laurion Capital Management
New York
$5.3M -$416K -8,627 -7%
SCM
62
Segantii Capital Management
Hong Kong
$4.85M +$4.82M +100,000 New
SSA
63
Schonfeld Strategic Advisors
New York
$4.67M -$946K -19,605 -17%
RVPG
64
Relative Value Partners Group
$4.36M -$70K -1,450 -2%
BAIA
65
Bel Air Investment Advisors
California
$4.34M +$2.15M +44,602 +100%
AIA
66
Avalon Investment & Advisory
Texas
$4.24M +$369K +7,656 +10%
SBH
67
Segall Bryant & Hamill
Illinois
$4.08M -$608K -12,593 -13%
Blackstone Inc
68
Blackstone Inc
New York
$3.88M +$3.86M +80,000 New
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$3.83M +$3.81M +79,004 New
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.71M +$3.7M +76,607 New
US Bancorp
71
US Bancorp
Minnesota
$3.47M +$294K +6,083 +9%
CAMG
72
CWA Asset Management Group
Florida
$3.45M +$337K +6,977 +11%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.45M +$634K +13,143 +23%
Wells Fargo
74
Wells Fargo
California
$3.1M -$284K -5,892 -8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$3.05M -$2.56M -53,058 -46%

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.