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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
51
B. Metzler seel. Sohn & Co
Germany
$4.28M +$542K +15,239 +15%
AAIM
52
Asset Advisors Investment Management
Georgia
$4.06M -$592K -16,631 -13%
AIA
53
Avalon Investment & Advisory
Texas
$4.06M -$31.4K -881 -0.8%
FG
54
Fiduciary Group
Georgia
$3.85M -$420K -11,800 -10%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.83M -$1.62M -45,616 -31%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$3.6M +$3.44M +96,718 New
Fisher Asset Management
57
Fisher Asset Management
Washington
$3.42M +$1.81M +50,755 +123%
CAG
58
Crestwood Advisors Group
Massachusetts
$2.98M -$2.33M -65,535 -45%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.9M -$379K -10,653 -12%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.78M +$73.9K +2,076 +3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.77M +$31.5K +885 +1%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.58M -$5.11M -143,581 -67%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.58M +$117K +3,300 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.54M +$586K +16,460 +32%
Renaissance Technologies
65
Renaissance Technologies
New York
$2.24M -$1.37M -38,600 -39%
UBS AM
66
UBS AM
Illinois
$2.19M +$400K +11,243 +24%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.18M
H
68
HoyleCohen
California
$2.13M +$1.42K +40 +0.1%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$2.01M +$1.92M +53,954 New
TC
70
Telemus Capital
Michigan
$1.98M
Millennium Management
71
Millennium Management
New York
$1.9M -$1.03M -28,878 -36%
Legal & General Group
72
Legal & General Group
United Kingdom
$1.87M +$57.2K +1,607 +3%
CS
73
Credit Suisse
Switzerland
$1.8M -$76.3K -2,145 -4%
Citadel Advisors
74
Citadel Advisors
Florida
$1.79M +$1.47M +41,166 +589%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$1.58M +$50.5K +1,419 +3%

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.