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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
76
Cornerstone Wealth Group
North Carolina
$1.56M -$778K -21,850 -34%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.5M -$208K -5,832 -13%
KCPG
78
Kavar Capital Partners Group
Kansas
$1.49M
DWM
79
Dorchester Wealth Management
Quebec, Canada
$1.42M -$89K -2,500 -6%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$1.4M
Mawer Investment Management
81
Mawer Investment Management
Alberta, Canada
$1.38M +$237K +6,656 +22%
Deutsche Bank
82
Deutsche Bank
Germany
$1.35M +$103K +2,886 +9%
First Trust Advisors
83
First Trust Advisors
Illinois
$1.26M -$559K -15,701 -32%
Wells Fargo
84
Wells Fargo
California
$1.21M -$240K -6,736 -17%
US Bancorp
85
US Bancorp
Minnesota
$1.19M -$446K -12,539 -28%
OAM
86
Oppenheimer Asset Management
New York
$1.19M -$53.9K -1,514 -5%
SFWA
87
Summit Financial Wealth Advisors
Louisiana
$1.17M
MIM
88
MetLife Investment Management
New Jersey
$1.13M
KTA
89
Keeley-Teton Advisors
Illinois
$1.04M +$229K +6,448 +30%
AIG
90
American International Group
New York
$1.02M -$3.56K -100 -0.4%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$996K
GI
92
GAMCO Investors
Connecticut
$931K +$15.8K +443 +2%
TAF
93
Tredje AP-fonden
Sweden
$926K +$884K +24,834 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$876K +$4.63K +130 +0.6%
GF
95
Gabelli Funds
New York
$876K +$214K +6,000 +34%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$791K +$183K +5,149 +32%
BC
97
Bartlett & Co
Ohio
$783K -$327K -9,200 -30%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$783K -$327K -9,200 -30%
UBS Group
99
UBS Group
Switzerland
$758K +$357K +10,029 +97%
JWA
100
JFS Wealth Advisors
Pennsylvania
$747K

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.