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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

112 hedge funds and large institutions have $1.49B invested in Focus Financial Partners Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

11% more funds holding

Funds holding: 101112 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.97B → $1.49B (-$475M)

98% less call options, than puts

Call options by funds: $315K | Put options by funds: $18.5M

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
48
Reduced
20
Closed
15
Calls
$315K
Puts
$18.5M
Net Calls
-$18.2M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$62K +$75K +2,300 New
TRCT
102
Tower Research Capital (TRC)
New York
$40K +$48.1K +1,477 New
NIT
103
NumerixS Investment Technologies
British Columbia, Canada
$38K +$45.6K +1,400 New
QT
104
Quantamental Technologies
New York
$36K +$29.3K +900 +225%
PHK
105
Point72 Hong Kong
Hong Kong
$31K +$37.1K +1,139 New
KCPG
106
Kavar Capital Partners Group
Kansas
$27K +$32.6K +1,000 New
SPIA
107
Steward Partners Investment Advisory
New York
$8K +$9.78K +300 New
MWM
108
Merriman Wealth Management
Washington
$7.08K +$8.15K +250 +1%
S
109
SignatureFD
Georgia
$3K +$3.26K +100 New
ACP
110
Arcus Capital Partners
Georgia
$2K +$2.84K +87 New
EWM
111
Executive Wealth Management
Michigan
$1K
ACM
112
AKRE Capital Management
Virginia
-$106M -2,970,000 Closed
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
-$4.96M -139,218 Closed
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
-$4.46M -125,000 Closed
Stifel Financial
115
Stifel Financial
Missouri
-$1.24M -34,690 Closed
Lazard Asset Management
116
Lazard Asset Management
New York
-$1.2M -33,800 Closed
Franklin Resources
117
Franklin Resources
California
-$588K -16,500 Closed
BA
118
Boston Advisors
Massachusetts
-$411K -11,534 Closed
ZIM
119
Zacks Investment Management
Illinois
-$356K -9,997 Closed
Brown Advisory
120
Brown Advisory
Maryland
-$308K -8,648 Closed
Voloridge Investment Management
121
Voloridge Investment Management
Florida
-$290K -8,144 Closed
MWNA
122
Marshall Wace North America
New York
-$231K -6,469 Closed
TW
123
TrinityPoint Wealth
Connecticut
-$203K -5,697 Closed
FNC
124
First National Corp
Massachusetts
-$13K -365 Closed
ASN
125
Advisory Services Network
Georgia
-$5K -132 Closed

FOCS Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2019, worth a combined $1.49B — down 24% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FOCS positions and 15 closed out — a net gain of 14 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $21.8M. The largest seller was AKRE Capital Management, exiting entirely with an estimated $106M sold.

  • 112 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $1.49B of Focus Financial Partners Inc. Class A stock for Q2 2019, down 24% quarter-over-quarter.
  • 29 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2019 and 15 closed out, a net change of +14 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2019 was TimesSquare Capital Management, an estimated $21.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2019 was AKRE Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2019.