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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

131 hedge funds and large institutions have $1.95B invested in Focus Financial Partners Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.02M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

42% more capital invested

Capital invested by funds: $1.37B → $1.95B (+$580M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

17% more funds holding

Funds holding: 112131 (+19)

Holders
131
Holders Change
+19
Holders Change %
+16.96%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
31
Increased
44
Reduced
34
Closed
11
Calls
$4.89M
Puts
$1.02M
Net Calls
+$3.87M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$895K +$13.3K +531 +2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$858K +$624K +24,926 +34,145%
CG
78
CFO4Life Group
Texas
$760K
SBH
79
Segall Bryant & Hamill
Illinois
$741K +$17.2K +688 +3%
JWA
80
JFS Wealth Advisors
Pennsylvania
$699K
CS
81
Credit Suisse
Switzerland
$654K +$116K +4,641 +31%
CG
82
Colony Group
Massachusetts
$649K -$20.1K -805 -4%
AIG
83
American International Group
New York
$636K +$27.1K +1,082 +6%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$607K +$50.1K +2,000 +12%
UBS AM
85
UBS AM
Illinois
$568K +$208K +8,300 +93%
AIM
86
Aigen Investment Management
New York
$462K -$115K -4,592 -25%
MIM
87
MetLife Investment Management
New Jersey
$462K
UBS Group
88
UBS Group
Switzerland
$427K -$68.8K -2,749 -18%
BIM
89
Bogle Investment Management
Massachusetts
$387K +$293K +11,715 New
VOYA Investment Management
90
VOYA Investment Management
Georgia
$359K -$115K -4,590 -30%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$334K -$2.78K -111 -1%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$334K
ST
93
Smithfield Trust
Pennsylvania
$322K
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$321K +$243K +9,719 New
ECG
95
Edge Capital Group
Georgia
$307K +$233K +9,300 New
CBA
96
Coastal Bridge Advisors
Connecticut
$301K
Citigroup
97
Citigroup
New York
$294K -$7.51K -300 -3%
EGM
98
Engineers Gate Manager
New York
$290K +$219K +8,764 New
ECM
99
ExodusPoint Capital Management
New York
$283K +$214K +8,560 New
TW
100
Transform Wealth
Colorado
$276K -$243K -9,714 -54%

FOCS Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2020, worth a combined $1.95B — up 42% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $23M sold.

  • 131 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $1.95B of Focus Financial Partners Inc. Class A stock for Q2 2020, up 42% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2020 and 11 closed out, a net change of +20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2020 was Robertson Stephens Wealth Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2020.