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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$2.03M -$32.3K -846 -1%
CWG
77
Cornerstone Wealth Group
North Carolina
$2M -$1.19M -31,250 -35%
H
78
HoyleCohen
California
$1.94M -$382K -10,000 -15%
KPF
79
K2 Principal Fund
Ontario, Canada
$1.8M +$2.02M +52,916 New
Legal & General Group
80
Legal & General Group
United Kingdom
$1.75M -$6.19K -162 -0.3%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$1.73M +$105K +2,735 +6%
RA
82
Royce & Associates
New York
$1.7M
TC
83
Telemus Capital
Michigan
$1.69M
KOCAA
84
Knights of Columbus Asset Advisors
Connecticut
$1.67M +$19.6K +514 +1%
HF
85
HRT Financial
New York
$1.64M +$1.84M +48,065 New
SPA
86
Sentinel Pension Advisors
Massachusetts
$1.63M
E
87
Ergoteles
New York
$1.63M +$1.82M +47,700 New
CS
88
Credit Suisse
Switzerland
$1.6M +$14.7K +386 +0.8%
Jane Street
89
Jane Street
New York
$1.58M -$1.56M -40,833 -47%
First Trust Advisors
90
First Trust Advisors
Illinois
$1.58M -$1.55M -40,682 -47%
CSS
91
Cubist Systematic Strategies
Connecticut
$1.48M -$1.52M -39,767 -48%
BWA
92
Bordeaux Wealth Advisors
California
$1.48M +$470K +12,300 +40%
DWM
93
Dorchester Wealth Management
Quebec, Canada
$1.38M
KCPG
94
Kavar Capital Partners Group
Kansas
$1.36M -$5.73K -150 -0.4%
Wells Fargo
95
Wells Fargo
California
$1.35M -$2.41M -63,181 -61%
SSA
96
Schonfeld Strategic Advisors
New York
$1.31M -$2.62M -68,533 -64%
Deutsche Bank
97
Deutsche Bank
Germany
$1.26M -$377K -9,854 -21%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$1.26M
PCP
99
Proficio Capital Partners
Massachusetts
$1.23M -$459 -12 -0%
OAM
100
Oppenheimer Asset Management
New York
$1.22M +$122K +3,185 +10%

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.