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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Crestwood Advisors Group
Massachusetts
$5.22M -$300K -7,843 -5%
CCM
52
Cinctive Capital Management
New York
$5.14M +$1.21M +31,563 +26%
AAIM
53
Asset Advisors Investment Management
Georgia
$4.91M +$382K +10,000 +7%
Swiss National Bank
54
Swiss National Bank
Switzerland
$4.72M +$386K +10,100 +8%
QPWM
55
Quadrant Private Wealth Management
Pennsylvania
$4.62M -$208K -5,451 -4%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.24M +$396K +10,363 +9%
NC
57
NBW Capital
Massachusetts
$4.23M -$115K -3,003 -2%
EAM
58
Eagle Asset Management
Florida
$4.23M -$35.3K -923 -0.7%
BSW
59
Buckingham Strategic Wealth
Missouri
$4.2M -$19.1K -500 -0.4%
RJA
60
Raymond James & Associates
Florida
$4.17M +$310K +8,124 +7%
Renaissance Technologies
61
Renaissance Technologies
New York
$3.6M -$592K -15,500 -13%
BMSSC
62
B. Metzler seel. Sohn & Co
Germany
$3.32M +$236K +6,175 +7%
US Bancorp
63
US Bancorp
Minnesota
$3.31M -$195K -5,095 -5%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.01M +$2.22K +58 +0.1%
CM
65
Castleark Management
Illinois
$3M -$1.72M -45,000 -34%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$2.91M -$162K -4,237 -5%
AIA
67
Avalon Investment & Advisory
Texas
$2.86M -$106K -2,772 -3%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.56M +$46.9K +1,227 +2%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.34M +$45.9K +1,200 +2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.26M +$111K +2,897 +5%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$2.23M -$1.49M -39,100 -37%
GT
72
Glenmede Trust
Pennsylvania
$2.15M +$89.1K +2,331 +4%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.13M +$542K +14,176 +29%
UBS AM
74
UBS AM
Illinois
$2.12M +$108K +2,839 +5%
Holocene Advisors
75
Holocene Advisors
New York
$2.11M +$2.36M +61,859 New

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.