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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
E
76
Ergoteles
New York
$4.5M -$4.13M -79,301 -48%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$4.28M +$140K +2,692 +3%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.12M +$4.06M +77,975 +20,359%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$4.06M +$2.35M +45,034 +139%
Victory Capital Management
80
Victory Capital Management
Texas
$3.87M -$15.5M -297,025 -80%
BSW
81
Buckingham Strategic Wealth
Missouri
$3.85M -$2.39M -45,851 -39%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$3.77M -$97.8K -1,878 -3%
EP
83
Edgestream Partners
New Jersey
$3.68M +$3.65M +70,021 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$3.66M -$56.7K -1,089 -2%
YCM
85
Yakira Capital Management
Connecticut
$3.61M +$3.59M +68,828 New
WAM
86
Wolverine Asset Management
Illinois
$3.4M +$2.21M +42,392 +189%
FG
87
Fiduciary Group
Georgia
$3.18M -$1.05M -20,100 -25%
UBS AM
88
UBS AM
Illinois
$3.04M
GI
89
GAMCO Investors
Connecticut
$3.02M +$774K +14,860 +35%
Legal & General Group
90
Legal & General Group
United Kingdom
$2.93M +$24.2K +465 +0.8%
VI
91
Vestcor Inc
New Brunswick, Canada
$2.89M
WAM
92
Winslow Asset Management
Ohio
$2.76M -$4.74M -90,992 -63%
KI
93
Kapitalo Investimentos
Brazil
$2.71M +$2.69M +51,547 New
CG
94
Carmignac Gestion
France
$2.68M +$2.66M +51,069 New
H
95
HoyleCohen
California
$2.61M -$92.2K -1,770 -3%
TC
96
Telemus Capital
Michigan
$2.61M
EFI
97
EHP Funds Inc
Canada
$2.59M -$1.3M -25,000 -34%
Mawer Investment Management
98
Mawer Investment Management
Alberta, Canada
$2.5M +$210K +4,037 +9%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.46M
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$2.42M +$2.4M +46,000 New

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.