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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GPGA
101
Grandeur Peak Global Advisors
Utah
$347K
ECG
102
Edge Capital Group
Georgia
$309K
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$298K
CAN
104
Cetera Advisor Networks
California
$291K -$951K -37,199 -79%
FFG
105
Fortem Financial Group
California
$286K +$12.9K +505 +5%
CBA
106
Coastal Bridge Advisors
Connecticut
$268K -$1.89K -74 -0.8%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$243K +$211K +8,238 New
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$243K +$211K +8,245 New
IFAM
109
Institutional & Family Asset Management
Colorado
$235K +$19.1K +747 +10%
Legal & General Group
110
Legal & General Group
United Kingdom
$218K +$60K +2,347 +46%
AAIM
111
Asset Advisors Investment Management
Georgia
$208K +$179K +7,000 New
Simplex Trading
112
Simplex Trading
Illinois
$199K -$728K -28,471 -81%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$156K -$6.08K -238 -4%
Group One Trading
114
Group One Trading
Illinois
$146K -$457K -17,861 -78%
Victory Capital Management
115
Victory Capital Management
Texas
$129K +$35.4K +1,386 +46%
KFA
116
Kays Financial Advisory
Georgia
$119K +$104K +4,051 New
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$86K +$74.8K +2,925 New
QT
118
Quantbot Technologies
New York
$82K +$43.4K +1,697 +154%
AIP
119
Ameritas Investment Partners
Nebraska
$76K
Canada Life
120
Canada Life
Manitoba, Canada
$51K +$44.2K +1,729 New
CG
121
Cutler Group
California
$51K +$44.4K +1,736 New
NIT
122
NumerixS Investment Technologies
British Columbia, Canada
$29K -$63.9K -2,500 -71%
PHK
123
Point72 Hong Kong
Hong Kong
$24K -$21.7K -847 -51%
TRCT
124
Tower Research Capital (TRC)
New York
$23K +$14.8K +580 +293%
APWM
125
Atlas Private Wealth Management
New York
$19K +$16.3K +636 New

FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.