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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
76
Verition Fund Management
Connecticut
$3.58M +$3.93M +78,222 New
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$3.39M -$190K -3,788 -5%
PFC
78
Phocas Financial Corp
California
$3.35M +$3.67M +73,186 New
PPA
79
Parametric Portfolio Associates
Washington
$3.14M +$697K +13,887 +25%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.09M +$10K +200 +0.3%
H
81
HoyleCohen
California
$3.06M
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$2.9M +$305K +6,081 +11%
GT
83
Glenmede Trust
Pennsylvania
$2.78M +$724K +14,413 +31%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$2.77M +$446K +8,883 +17%
UBS AM
85
UBS AM
Illinois
$2.72M +$209K +4,156 +8%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$2.62M
BC
87
Bartlett & Co
Ohio
$2.62M
Legal & General Group
88
Legal & General Group
United Kingdom
$2.35M +$254K +5,062 +11%
DWM
89
Dorchester Wealth Management
Quebec, Canada
$2.31M
RA
90
Royce & Associates
New York
$2.29M
TC
91
Telemus Capital
Michigan
$2.27M
CAMG
92
CWA Asset Management Group
Florida
$2.22M -$1.09M -21,640 -31%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$2.22M +$29.7K +592 +1%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$2.21M +$362K +7,211 +17%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$2.19M +$233K +4,637 +11%
SPA
96
Sentinel Pension Advisors
Massachusetts
$2.18M -$1.41M -28,010 -37%
Deutsche Bank
97
Deutsche Bank
Germany
$2.15M -$50K -996 -2%
CS
98
Credit Suisse
Switzerland
$2.13M +$335K +6,670 +17%
JF
99
Jump Financial
Illinois
$2M +$2.19M +43,675 New
CCMG
100
Clark Capital Management Group
Pennsylvania
$1.91M -$121K -2,403 -5%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.