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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
AQR Arbitrage
Connecticut
$13.3M -$9.16M -175,893 -41%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$12.2M +$353K +6,779 +3%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$12.2M -$597K -11,464 -5%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$12.1M +$4.34M +83,225 +57%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$11.2M
WCMNY
56
Westchester Capital Management (New York)
New York
$9.03M
JIM
57
JCP Investment Management
Texas
$8.82M
N
58
Nuveen
North Carolina
$8.5M +$65.3K +1,254 +0.8%
Marshall Wace
59
Marshall Wace
United Kingdom
$8.18M +$1.67M +31,978 +26%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$8.12M -$2.6M -50,000 -24%
JP Morgan Chase
61
JP Morgan Chase
New York
$8.1M -$129M -2,479,798 -94%
CCM
62
Chicago Capital Management
Illinois
$8.04M +$4.78M +91,810 +150%
RVPG
63
Relative Value Partners Group
$7.99M -$541K -10,379 -6%
KC
64
Kellner Capital
New York
$7.75M +$1.98M +38,000 +35%
NC
65
NBW Capital
Massachusetts
$6.94M -$297K -5,700 -4%
GLAM
66
Gardner Lewis Asset Management
Pennsylvania
$6.9M +$6.85M +131,496 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$6.78M +$67.7K +1,300 +1%
PCM
68
Prelude Capital Management
New York
$6.25M +$2.62M +50,379 +73%
Invesco
69
Invesco
Georgia
$5.88M -$20.9M -401,774 -78%
AAIM
70
Asset Advisors Investment Management
Georgia
$5.67M
Ameriprise
71
Ameriprise
Minnesota
$5.64M -$22.6M -434,303 -80%
CS
72
Credit Suisse
Switzerland
$5.62M -$5.77M -110,679 -51%
AIMCA
73
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.25M +$1.04M +20,000 +25%
QPWM
74
Quadrant Private Wealth Management
Pennsylvania
$5.03M -$52.1K -1,000 -1%
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$4.77M +$2.52M +48,369 +114%

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.