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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
LVW Advisors
New York
$876K -$51.1K -2,000 -6%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$802K -$99.7K -3,900 -13%
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$793K +$688K +26,894 New
PPA
79
Parametric Portfolio Associates
Washington
$788K +$684K +26,744 New
MWM
80
Merriman Wealth Management
Washington
$753K
SBH
81
Segall Bryant & Hamill
Illinois
$712K -$45.8K -1,793 -7%
CG
82
CFO4Life Group
Texas
$677K
JWA
83
JFS Wealth Advisors
Pennsylvania
$623K
Deutsche Bank
84
Deutsche Bank
Germany
$593K -$2.48K -97 -0.5%
OAM
85
Oxford Asset Management
United Kingdom
$583K -$549K -21,489 -52%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$582K +$53.8K +2,106 +12%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$577K +$48.6K +1,900 +11%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$571K -$17.5K -684 -3%
AIG
89
American International Group
New York
$566K +$1.81K +71 +0.4%
AIM
90
Aigen Investment Management
New York
$541K +$470K +18,363 New
Citadel Advisors
91
Citadel Advisors
Florida
$533K -$2.63M -102,868 -85%
UBS AM
92
UBS AM
Illinois
$463K +$401K +15,699 New
CSS
93
Cubist Systematic Strategies
Connecticut
$458K -$29.4K -1,150 -7%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$438K +$102K +3,978 +37%
CG
95
Colony Group
Massachusetts
$426K -$143K -5,600 -28%
TW
96
Transform Wealth
Colorado
$423K
MIM
97
MetLife Investment Management
New Jersey
$412K
First Trust Advisors
98
First Trust Advisors
Illinois
$396K +$343K +13,422 New
Squarepoint
99
Squarepoint
New York
$374K -$2.41M -94,116 -88%
ACM
100
AlphaCrest Capital Management
New York
$374K +$325K +12,700 New

FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.