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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$6.41M +$5.08M +101,156 +259%
AAIM
52
Asset Advisors Investment Management
Georgia
$6.14M
CM
53
Castleark Management
Illinois
$6.09M +$538K +10,720 +9%
Swiss National Bank
54
Swiss National Bank
Switzerland
$5.87M +$487K +9,700 +8%
NC
55
NBW Capital
Massachusetts
$5.82M +$50 +1 +0%
EAM
56
Eagle Asset Management
Florida
$5.72M -$260K -5,185 -4%
BSW
57
Buckingham Strategic Wealth
Missouri
$5.67M
Renaissance Technologies
58
Renaissance Technologies
New York
$5.55M +$105K +2,100 +2%
CCM
59
Cinctive Capital Management
New York
$5.46M +$4.19M +83,391 +232%
RJA
60
Raymond James & Associates
Florida
$5.22M +$362K +7,215 +7%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.22M +$12.4K +247 +0.2%
SSA
62
Schonfeld Strategic Advisors
New York
$4.89M -$2.27M -45,200 -30%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$4.78M +$4.6M +91,700 +711%
Wells Fargo
64
Wells Fargo
California
$4.7M -$490K -9,756 -9%
US Bancorp
65
US Bancorp
Minnesota
$4.68M +$1.29M +25,620 +33%
FG
66
Fiduciary Group
Georgia
$4.48M -$786K -15,650 -11%
BMSSC
67
B. Metzler seel. Sohn & Co
Germany
$4.18M +$2.67M +53,086 +139%
SBH
68
Segall Bryant & Hamill
Illinois
$4.16M +$11.4K +228 +0.3%
CWG
69
Cornerstone Wealth Group
North Carolina
$4.12M
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$4.11M -$1.52M -30,207 -25%
HighTower Advisors
71
HighTower Advisors
Illinois
$4.04M -$23.9K -476 -0.5%
Jane Street
72
Jane Street
New York
$3.99M +$3.99M +79,404 +1,019%
First Trust Advisors
73
First Trust Advisors
Illinois
$3.98M -$6.85M -136,483 -61%
AIA
74
Avalon Investment & Advisory
Texas
$3.97M +$528K +10,525 +14%
CSS
75
Cubist Systematic Strategies
Connecticut
$3.81M +$1.69M +33,739 +68%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.