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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
76
Kellner Capital
New York
$5.68M +$5.28M +109,500 New
AAIM
77
Asset Advisors Investment Management
Georgia
$5.6M -$48.2K -1,000 -0.9%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$5.51M +$4.27M +88,600 +503%
QPWM
79
Quadrant Private Wealth Management
Pennsylvania
$5.02M
BSW
80
Buckingham Strategic Wealth
Missouri
$4.44M
CC
81
Centiva Capital
New York
$4.41M +$4.1M +85,000 New
FG
82
Fiduciary Group
Georgia
$4.19M -$1.09M -22,600 -22%
AIMCA
83
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.15M +$3.86M +80,000 New
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$4.08M +$205K +4,255 +6%
EMCIP
85
Ewing Morris & Co Investment Partners
Ontario, Canada
$4.08M -$7.75M -160,911 -67%
Two Sigma Advisers
86
Two Sigma Advisers
New York
$4.08M +$3.79M +78,600 New
EFI
87
EHP Funds Inc
Canada
$3.85M +$3.58M +74,249 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$3.82M -$36.2K -751 -1%
First Trust Advisors
89
First Trust Advisors
Illinois
$3.74M +$1.84M +38,129 +112%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$3.67M +$130K +2,699 +4%
BFM
91
Boothbay Fund Management
New York
$3.66M +$3.4M +70,561 New
PCM
92
Prelude Capital Management
New York
$3.56M +$3.3M +68,570 New
NAM
93
Nexpoint Asset Management
Texas
$3.4M +$3.16M +65,567 New
CCM
94
Chicago Capital Management
Illinois
$3.18M +$2.95M +61,216 New
BC
95
Brookfield Corp
Ontario, Canada
$3.11M +$2.89M +60,000 New
UBS AM
96
UBS AM
Illinois
$3.04M -$15.8K -328 -0.6%
Deutsche Bank
97
Deutsche Bank
Germany
$2.99M +$1.04M +21,567 +60%
Legal & General Group
98
Legal & General Group
United Kingdom
$2.87M +$256K +5,304 +11%
VI
99
Vestcor Inc
New Brunswick, Canada
$2.85M +$2.65M +55,000 New
Renaissance Technologies
100
Renaissance Technologies
New York
$2.77M -$333K -6,900 -11%

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.