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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 $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
76
Itau Unibanco Holding S.A.
Brazil
$2.89M +$2.88M +59,600 New
BCWM
77
Bartlett & Co Wealth Management
Ohio
$2.65M
BC
78
Bartlett & Co
Ohio
$2.65M
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.59M +$463K +9,600 +22%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$2.53M +52,509 New
GFS
81
GYL Financial Synergies
Connecticut
$2.5M
RA
82
Royce & Associates
New York
$2.42M
BC
83
Brookfield Corp
Ontario, Canada
$2.42M +$2.41M +50,000 New
TC
84
Telemus Capital
Michigan
$2.41M
CCMG
85
Clark Capital Management Group
Pennsylvania
$2.38M +$586K +12,147 +33%
GT
86
Glenmede Trust
Pennsylvania
$2.37M +$114K +2,359 +5%
SPA
87
Sentinel Pension Advisors
Massachusetts
$2.32M
UBS AM
88
UBS AM
Illinois
$2.3M +$823K +17,056 +56%
KOCAA
89
Knights of Columbus Asset Advisors
Connecticut
$2.27M +$17.4K +360 +0.8%
CWG
90
Cornerstone Wealth Group
North Carolina
$2.23M -$868K -18,000 -28%
DWM
91
Dorchester Wealth Management
Quebec, Canada
$2.23M
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$2.1M +$185K +3,834 +10%
CSS
93
Cubist Systematic Strategies
Connecticut
$2.09M -$257K -5,336 -11%
KCPG
94
Kavar Capital Partners Group
Kansas
$2.06M -$14.5K -300 -0.7%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.04M +$511K +10,592 +34%
Deutsche Bank
96
Deutsche Bank
Germany
$2.04M -$14.2M -294,100 -87%
MWNA
97
Marshall Wace North America
New York
$2.01M -$6.76M -140,082 -77%
FC
98
Full18 Capital
Connecticut
$1.96M +$1.95M +40,460 New
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$1.79M
PCP
100
Proficio Capital Partners
Massachusetts
$1.75M +$458K +9,500 +36%

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.