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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

149 hedge funds and large institutions have $2.06B invested in Focus Financial Partners Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

58% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.27M

14% more funds holding

Funds holding: 131149 (+18)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
34
Increased
47
Reduced
42
Closed
15
Calls
$3.6M
Puts
$2.27M
Net Calls
+$1.32M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$458K
GI
102
GAMCO Investors
Connecticut
$441K +$476K +13,458 New
BIM
103
Bogle Investment Management
Massachusetts
$406K +$23.1K +654 +6%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$392K +$65.3K +1,847 +18%
SG Americas Securities
105
SG Americas Securities
New York
$369K -$701K -19,821 -64%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$356K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$331K
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$331K +$357K +10,100 New
LCM
109
Laurion Capital Management
New York
$328K +$354K +10,000 New
ST
110
Smithfield Trust
Pennsylvania
$320K
CBA
111
Coastal Bridge Advisors
Connecticut
$295K -$3.54K -100 -1%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$270K
PAMG
113
Patton Albertson Miller Group
Tennessee
$270K
IFAM
114
Institutional & Family Asset Management
Colorado
$260K -$3.54K -100 -1%
ASRS
115
Arizona State Retirement System
Arizona
$260K +$281K +7,933 New
Man Group
116
Man Group
United Kingdom
$249K +$269K +7,616 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$239K +$192K +5,426 +292%
ECG
118
Edge Capital Group
Georgia
$228K -$82.7K -2,339 -25%
BAM
119
Blueshift Asset Management
New Jersey
$207K +$223K +6,309 New
TW
120
Transform Wealth
Colorado
$206K -$73.1K -2,067 -25%
BRWM
121
B. Riley Wealth Management
Tennessee
$206K +$222K +6,275 New
Voloridge Investment Management
122
Voloridge Investment Management
Florida
$201K +$216K +6,119 New
MAM
123
Meeder Asset Management
Ohio
$176K +$190K +5,378 New
CIM
124
Contravisory Investment Management
Massachusetts
$166K
Legal & General Group
125
Legal & General Group
United Kingdom
$162K -$48.8K -1,380 -22%

FOCS Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2020, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FOCS positions and 15 closed out — a net gain of 19 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $31.2M. The largest seller was Centerbridge Partners, cutting an estimated $14.2M.

  • 149 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $2.06B of Focus Financial Partners Inc. Class A stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 34 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2020 and 15 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2020 was Massachusetts Financial Services, an estimated $31.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2020 was Centerbridge Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.