We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

149 hedge funds and large institutions have $2.06B invested in Focus Financial Partners Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

58% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.27M

14% more funds holding

Funds holding: 131149 (+18)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
34
Increased
47
Reduced
42
Closed
15
Calls
$3.6M
Puts
$2.27M
Net Calls
+$1.32M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.18M -$184K -5,197 -13%
AC
77
Allstate Corporation
Illinois
$1.09M
XF
78
XML Financial
Maryland
$1.09M -$848K -23,980 -42%
MWM
79
Merriman Wealth Management
Washington
$1.07M -$698K -19,732 -38%
TRCT
80
Tower Research Capital (TRC)
New York
$1.07M +$932K +26,359 +428%
GT
81
Glenmede Trust
Pennsylvania
$1.05M +$1.13M +32,030 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$1M
CSS
83
Cubist Systematic Strategies
Connecticut
$952K +$804K +22,731 +360%
DA
84
Duality Advisers
Florida
$950K +$1.02M +28,980 New
Wellington Management Group
85
Wellington Management Group
Massachusetts
$838K +$904K +25,566 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$835K -$19.8K -559 -2%
AIM
87
Aigen Investment Management
New York
$815K +$385K +10,883 +78%
EVM
88
Eaton Vance Management
Massachusetts
$787K +$849K +24,000 New
CG
89
CFO4Life Group
Texas
$754K
CG
90
Colony Group
Massachusetts
$737K +$99.5K +2,812 +14%
UBS AM
91
UBS AM
Illinois
$715K +$163K +4,600 +27%
JCIA
92
Jackson Creek Investment Advisors
Colorado
$695K +$750K +21,202 New
JWA
93
JFS Wealth Advisors
Pennsylvania
$693K
PPA
94
Parametric Portfolio Associates
Washington
$684K -$221K -6,242 -23%
AIG
95
American International Group
New York
$617K -$15.1K -428 -2%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$602K
CS
97
Credit Suisse
Switzerland
$562K -$93.3K -2,637 -13%
AQR Capital Management
98
AQR Capital Management
Connecticut
$551K +$595K +16,810 New
PCP
99
Proficio Capital Partners
Massachusetts
$544K +$587K +16,587 New
BCI
100
Brinker Capital Investments
Pennsylvania
$469K +$506K +14,312 New

FOCS Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2020, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FOCS positions and 15 closed out — a net gain of 19 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $31.2M. The largest seller was Centerbridge Partners, cutting an estimated $14.2M.

  • 149 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $2.06B of Focus Financial Partners Inc. Class A stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 34 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2020 and 15 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2020 was Massachusetts Financial Services, an estimated $31.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2020 was Centerbridge Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.