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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
51
Tokio Marine Asset Management
Japan
$11.3M +$10.5M +218,800 New
CS
52
Credit Suisse
Switzerland
$11.3M +$8.17M +169,441 +352%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$11.1M +$10.3M +213,798 New
Norges Bank
54
Norges Bank
Norway
$11M +$4.21M +87,300 +70%
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$10.6M -$15.8M -327,560 -62%
GCIA
56
Gabelli & Co Investment Advisers
New York
$10.3M +$9.58M +198,800 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$10.2M +$6.15M +127,565 +184%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$10M -$10.6M -220,990 -53%
WP
59
Woodline Partners
California
$10M +$9.29M +192,699 New
DAM
60
DLD Asset Management
New York
$9.67M +$8.99M +186,500 New
WCMNY
61
Westchester Capital Management (New York)
New York
$8.92M +$8.28M +171,910 New
JIM
62
JCP Investment Management
Texas
$8.71M +$8.1M +168,000 New
E
63
Ergoteles
New York
$8.56M +$7.66M +158,994 +2,650%
RVPG
64
Relative Value Partners Group
$8.43M -$4.82K -100 -0.1%
N
65
Nuveen
North Carolina
$8.33M -$1.1M -22,901 -12%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$7.64M -$8.83M -183,158 -55%
PFC
67
Phocas Financial Corp
California
$7.62M -$3.11M -64,437 -30%
PCM
68
Peregrine Capital Management
Minnesota
$7.55M -$3.19M -66,274 -31%
WAM
69
Winslow Asset Management
Ohio
$7.44M -$3.45M -71,578 -33%
UBS Group
70
UBS Group
Switzerland
$7.19M +$5.7M +118,317 +582%
NC
71
NBW Capital
Massachusetts
$7.15M -$192K -3,987 -3%
Swiss National Bank
72
Swiss National Bank
Switzerland
$6.63M -$694K -14,400 -10%
Marshall Wace
73
Marshall Wace
United Kingdom
$6.42M +$5.97M +123,793 New
Hudson Bay Capital Management
74
Hudson Bay Capital Management
Connecticut
$6.26M +$5.81M +120,603 New
RA
75
Ramius Advisors
New York
$6M +$5.57M +115,588 New

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.