FOCS

Focus Financial Partners Inc. Class A

Delisted

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

199 hedge funds and large institutions have $2.7B invested in Focus Financial Partners Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+35
Holders Change %
+21.34%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
57
Increased
85
Reduced
37
Closed
21
Calls
$3.57M
Puts
$3.2M
Net Calls
+$374K
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
101
Institutional & Family Asset Management
Colorado
$1.33M +$997K +23,959 +302%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.31M +$1.31M +31,549 New
UBS AM
103
UBS AM
Illinois
$1.27M +$358K +8,601 +39%
Federated Hermes
104
Federated Hermes
Pennsylvania
$1.24M -$637K -15,301 -34%
CH
105
Canton Hathaway
Rhode Island
$1.18M +$1.18M +28,385 New
KTA
106
Keeley-Teton Advisors
Illinois
$1.15M +$1.15M +27,571 New
PCP
107
Proficio Capital Partners
Massachusetts
$1.11M +$416K +10,000 +60%
EVM
108
Eaton Vance Management
Massachusetts
$999K
UBS Group
109
UBS Group
Switzerland
$970K +$518K +12,440 +115%
DTL
110
Dynamic Technology Lab
Singapore
$952K +$952K +22,863 New
Stifel Financial
111
Stifel Financial
Missouri
$945K +$945K +22,715 New
Squarepoint
112
Squarepoint
New York
$932K -$823K -19,789 -47%
JWA
113
JFS Wealth Advisors
Pennsylvania
$923K +$43.3K +1,040 +5%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$907K -$131K -3,097 -13%
CS
115
Credit Suisse
Switzerland
$895K -$391K -9,405 -30%
BCI
116
Brinker Capital Investments
Pennsylvania
$799K -$616K -14,781 -44%
VC
117
Vestor Capital
Illinois
$791K -$962K -23,097 -55%
AQR Capital Management
118
AQR Capital Management
Connecticut
$718K
MWM
119
Merriman Wealth Management
Washington
$709K -$385K -9,250 -35%
HF
120
HRT Financial
New York
$698K +$698K +16,791 New
VOYA Investment Management
121
VOYA Investment Management
Georgia
$694K +$130K +3,125 +23%
GI
122
GAMCO Investors
Connecticut
$672K +$78.5K +1,884 +13%
E
123
Ergoteles
New York
$649K +$649K +15,600 New
ACM
124
AlphaCrest Capital Management
New York
$624K +$624K +15,000 New
PPA
125
Parametric Portfolio Associates
Washington
$609K +$47.5K +1,142 +8%