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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.35B invested in Focus Financial Partners Inc. Class A in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 112116 (+4)

9% less capital invested

Capital invested by funds: $1.49B → $1.35B (-$141M)

91% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $32.8M

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
15
Increased
55
Reduced
20
Closed
11
Calls
$3.1M
Puts
$32.8M
Net Calls
-$29.7M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
101
NumerixS Investment Technologies
British Columbia, Canada
$83K +$51.7K +2,100 +150%
Victory Capital Management
102
Victory Capital Management
Texas
$71K +$73.6K +2,993 New
Citigroup
103
Citigroup
New York
$69K -$138K -5,605 -66%
PI
104
PEAK6 Investments
Illinois
$69K +$71.8K +2,918 New
AIP
105
Ameritas Investment Partners
Nebraska
$62K
SF
106
Synovus Financial
Georgia
$41K -$945K -38,408 -96%
WCM
107
Whitener Capital Management
North Carolina
$40K +$41.8K +1,700 New
PHK
108
Point72 Hong Kong
Hong Kong
$39K +$12.8K +519 +46%
QT
109
Quantamental Technologies
New York
$29K -$2.46K -100 -8%
QT
110
Quantbot Technologies
New York
$26K -$29.4K -1,197 -52%
SPIA
111
Steward Partners Investment Advisory
New York
$7K
TRCT
112
Tower Research Capital (TRC)
New York
$5K -$31.5K -1,279 -87%
S
113
SignatureFD
Georgia
$2K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2K +$2.46K +100 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
-$61.6M -2,254,527 Closed
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
-$18.1M -664,544 Closed
RI
117
Redwood Investments
Massachusetts
-$15.2M -556,632 Closed
PI
118
Putnam Investments
Massachusetts
-$4.41M -161,392 Closed
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
-$476K -17,441 Closed
Wolverine Trading
120
Wolverine Trading
Illinois
-$413K -16,803 Closed
LI
121
Leap Investments
Illinois
-$368K -13,467 Closed
AAIM
122
Asset Advisors Investment Management
Georgia
-$273K -10,000 Closed
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
-$225K -8,238 Closed
ACP
124
Arcus Capital Partners
Georgia
-$2K -87 Closed
EWM
125
Executive Wealth Management
Michigan
-$1K -52 Closed

FOCS Hedge Fund Activity: Q3 2019 in Review

116 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2019, worth a combined $1.35B — down 9.5% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FOCS positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 20 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $25.1M. The largest seller was Fidelity Investments, exiting entirely with an estimated $61.6M sold.

  • 116 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2019, up from 112 in Q2 2019.
  • Funds reported $1.35B of Focus Financial Partners Inc. Class A stock for Q3 2019, down 9.5% quarter-over-quarter.
  • 15 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2019 was Robertson Stephens Wealth Management, an estimated $25.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2019 was Fidelity Investments, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.