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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

198 hedge funds and large institutions have $2.34B invested in Focus Financial Partners Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $2.02M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

2% less funds holding

Funds holding: 203198 (-5)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$183M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
62
Closed
25
Calls
$3.26M
Puts
$2.02M
Net Calls
+$1.24M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$1.4M -$2.01M -52,650 -54%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$1.33M +$1.09M +28,549 +208%
Fisher Asset Management
78
Fisher Asset Management
Washington
$1.3M +$1.57M +41,147 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$1.29M -$709K -18,578 -31%
DWM
80
Dorchester Wealth Management
Quebec, Canada
$1.28M
KCPG
81
Kavar Capital Partners Group
Kansas
$1.26M
Wells Fargo
82
Wells Fargo
California
$1.23M -$20.5K -537 -1%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$1.17M
PCP
84
Proficio Capital Partners
Massachusetts
$1.14M
SSA
85
Schonfeld Strategic Advisors
New York
$1.07M -$167K -4,367 -11%
SFWA
86
Summit Financial Wealth Advisors
Louisiana
$1.07M
OAM
87
Oppenheimer Asset Management
New York
$1.05M -$87K -2,281 -6%
Deutsche Bank
88
Deutsche Bank
Germany
$1.05M -$151K -3,965 -11%
CM
89
Castleark Management
Illinois
$1.02M -$2.12M -55,650 -63%
Assenagon Asset Management
90
Assenagon Asset Management
Luxembourg
$1.02M +$1.23M +32,304 New
CI
91
CX Institutional
Indiana
$1.02M +$506K +13,260 +70%
Mawer Investment Management
92
Mawer Investment Management
Alberta, Canada
$956K +$325K +8,526 +39%
BC
93
Bartlett & Co
Ohio
$952K
BCWM
94
Bartlett & Co Wealth Management
Ohio
$952K
MIM
95
MetLife Investment Management
New Jersey
$951K
GT
96
Glenmede Trust
Pennsylvania
$896K -$1.32M -34,604 -55%
Holocene Advisors
97
Holocene Advisors
New York
$870K -$1.31M -34,234 -55%
AIG
98
American International Group
New York
$868K +$14.8K +389 +1%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$842K +$285K +7,480 +39%
PP
100
PDT Partners
New York
$810K +$981K +25,721 New

FOCS Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2022, worth a combined $2.34B — down 7.3% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FOCS and 22 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Macquarie Group, adding an estimated $33.3M. The largest seller was Millennium Management, cutting an estimated $21.4M.

  • 198 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2022, down from 203 in Q2 2022.
  • Funds reported $2.34B of Focus Financial Partners Inc. Class A stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 22 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2022 and 25 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2022 was Macquarie Group, an estimated $33.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2022 was Millennium Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.