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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

198 hedge funds and large institutions have $2.34B invested in Focus Financial Partners Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $2.02M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

2% less funds holding

Funds holding: 203198 (-5)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$183M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
62
Closed
25
Calls
$3.26M
Puts
$2.02M
Net Calls
+$1.24M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.4M +$38.2K +1,000 +0.7%
NC
52
NBW Capital
Massachusetts
$4.38M +$564K +14,774 +12%
AAIM
53
Asset Advisors Investment Management
Georgia
$3.96M -$709K -18,579 -13%
BSW
54
Buckingham Strategic Wealth
Missouri
$3.88M -$3.82K -100 -0.1%
EAM
55
Eagle Asset Management
Florida
$3.83M -$91K -2,386 -2%
AIA
56
Avalon Investment & Advisory
Texas
$3.46M +$981K +25,706 +31%
BMSSC
57
B. Metzler seel. Sohn & Co
Germany
$3.14M +$81.5K +2,137 +2%
Renaissance Technologies
58
Renaissance Technologies
New York
$3.11M -$267K -7,000 -7%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.79M -$3.32K -87 -0.1%
Millennium Management
60
Millennium Management
New York
$2.51M -$21.4M -562,105 -88%
CSS
61
Cubist Systematic Strategies
Connecticut
$2.39M +$1.23M +32,268 +74%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.32M -$68K -1,782 -2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.28M +$233K +6,101 +9%
AllianceBernstein
64
AllianceBernstein
Tennessee
$2.08M -$107K -2,800 -4%
CWG
65
Cornerstone Wealth Group
North Carolina
$2.01M +$191K +5,000 +9%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$1.84M -$159K -4,167 -7%
H
67
HoyleCohen
California
$1.8M
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.63M +$35.1K +921 +2%
CS
69
Credit Suisse
Switzerland
$1.59M +$132K +3,454 +7%
RA
70
Royce & Associates
New York
$1.58M
TC
71
Telemus Capital
Michigan
$1.56M
First Trust Advisors
72
First Trust Advisors
Illinois
$1.56M +$126K +3,311 +7%
GC
73
Gillson Capital
Illinois
$1.55M -$4.71M -123,324 -71%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.53M -$107K -2,802 -5%
UBS AM
75
UBS AM
Illinois
$1.5M -$560K -14,664 -24%

FOCS Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2022, worth a combined $2.34B — down 7.3% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FOCS and 22 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Macquarie Group, adding an estimated $33.3M. The largest seller was Millennium Management, cutting an estimated $21.4M.

  • 198 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2022, down from 203 in Q2 2022.
  • Funds reported $2.34B of Focus Financial Partners Inc. Class A stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 22 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2022 and 25 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2022 was Macquarie Group, an estimated $33.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2022 was Millennium Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.