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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

112 hedge funds and large institutions have $1.49B invested in Focus Financial Partners Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

11% more funds holding

Funds holding: 101112 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.97B → $1.49B (-$475M)

98% less call options, than puts

Call options by funds: $315K | Put options by funds: $18.5M

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
48
Reduced
20
Closed
15
Calls
$315K
Puts
$18.5M
Net Calls
-$18.2M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$449K +$538K +16,500 New
FFG
77
Fortem Financial Group
California
$438K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$436K +$520K +15,963 New
SEI Investments
79
SEI Investments
Pennsylvania
$407K +$310K +9,502 +176%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$397K +$474K +14,542 New
TW
81
Transform Wealth
Colorado
$392K +$42.4K +1,300 +10%
MIM
82
MetLife Investment Management
New Jersey
$381K +$70K +2,148 +18%
LI
83
Leap Investments
Illinois
$368K +$439K +13,467 New
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$335K +$124K +3,800 +45%
CSS
85
Cubist Systematic Strategies
Connecticut
$323K +$386K +11,844 New
GPGA
86
Grandeur Peak Global Advisors
Utah
$322K
CS
87
Credit Suisse
Switzerland
$299K +$357K +10,960 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$297K +$60.6K +1,859 +21%
OAM
89
Oxford Asset Management
United Kingdom
$279K +$332K +10,198 New
Credit Agricole
90
Credit Agricole
France
$273K -$326K -10,000 -50%
AAIM
91
Asset Advisors Investment Management
Georgia
$273K +$326K +10,000 New
CBA
92
Coastal Bridge Advisors
Connecticut
$251K
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$243K +$16.8K +516 +6%
Citigroup
94
Citigroup
New York
$232K +$52.3K +1,606 +23%
ECG
95
Edge Capital Group
Georgia
$227K +$65.2K +2,000 +32%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$225K
IFAM
97
Institutional & Family Asset Management
Colorado
$208K -$426K -13,074 -63%
Legal & General Group
98
Legal & General Group
United Kingdom
$138K -$1.01M -30,999 -86%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$103K -$81.9K -2,512 -40%
AIP
100
Ameritas Investment Partners
Nebraska
$71K +$13.4K +412 +19%

FOCS Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2019, worth a combined $1.49B — down 24% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FOCS positions and 15 closed out — a net gain of 14 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $21.8M. The largest seller was AKRE Capital Management, exiting entirely with an estimated $106M sold.

  • 112 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $1.49B of Focus Financial Partners Inc. Class A stock for Q2 2019, down 24% quarter-over-quarter.
  • 29 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2019 and 15 closed out, a net change of +14 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2019 was TimesSquare Capital Management, an estimated $21.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2019 was AKRE Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2019.