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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

131 hedge funds and large institutions have $1.95B invested in Focus Financial Partners Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.02M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

42% more capital invested

Capital invested by funds: $1.37B → $1.95B (+$580M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

17% more funds holding

Funds holding: 112131 (+19)

Holders
131
Holders Change
+19
Holders Change %
+16.96%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
31
Increased
44
Reduced
34
Closed
11
Calls
$4.89M
Puts
$1.02M
Net Calls
+$3.87M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
101
Patton Albertson Miller Group
Tennessee
$272K +$206K +8,222 New
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$272K +$206K +8,238 New
VF
103
Virtu Financial
New York
$269K +$204K +8,144 New
IFAM
104
Institutional & Family Asset Management
Colorado
$265K
Grantham, Mayo, Van Otterloo & Co (GMO)
105
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$248K +$188K +7,500 New
Jane Street
106
Jane Street
New York
$234K +$177K +7,065 New
PP
107
PDT Partners
New York
$226K +$171K +6,829 New
Legal & General Group
108
Legal & General Group
United Kingdom
$209K +$6.88K +275 +5%
CSS
109
Cubist Systematic Strategies
Connecticut
$209K +$158K +6,309 New
TRCT
110
Tower Research Capital (TRC)
New York
$204K +$154K +6,159 New
CMBA
111
C.M. Bidwell & Associates
Hawaii
$171K -$87.6K -3,500 -40%
CIM
112
Contravisory Investment Management
Massachusetts
$152K +$127K +5,073 New
PHK
113
Point72 Hong Kong
Hong Kong
$116K +$88.1K +3,521 New
FC
114
FORA Capital
Florida
$105K +$79.4K +3,174 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$97K
AIP
116
Ameritas Investment Partners
Nebraska
$86K
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$65K +$876 +35 +2%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$61.5K -$212K -8,452 -82%
Canada Life
119
Canada Life
Manitoba, Canada
$57K
CFA
120
Carroll Financial Associates
North Carolina
$51K -$1.03M -41,150 -96%
NIT
121
NumerixS Investment Technologies
British Columbia, Canada
$25K +$18.6K +742 New
CAN
122
Cetera Advisor Networks
California
$18K -$234K -9,350 -94%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$17K +$12.8K +512 New
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
$10K
CA
125
Clearstead Advisors
Ohio
$8K

FOCS Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2020, worth a combined $1.95B — up 42% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $23M sold.

  • 131 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $1.95B of Focus Financial Partners Inc. Class A stock for Q2 2020, up 42% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2020 and 11 closed out, a net change of +20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2020 was Robertson Stephens Wealth Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2020.