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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
101
Summit Financial Wealth Advisors
Louisiana
$1.71M -$422K -8,750 -20%
CS
102
Credit Suisse
Switzerland
$1.57M +$525K +10,884 +51%
GTCM
103
Gyon Technologies Capital Management
New Jersey
$1.54M +$1.53M +31,752 New
Barclays
104
Barclays
United Kingdom
$1.45M -$2.26M -46,915 -61%
HCM
105
HMS Capital Management
Tennessee
$1.43M +$1.43M +29,555 New
AC
106
Allstate Corporation
Illinois
$1.41M -$289K -5,994 -17%
CCM
107
Cinctive Capital Management
New York
$1.4M +$1.39M +28,906 New
KTA
108
Keeley-Teton Advisors
Illinois
$1.34M
BWA
109
Bordeaux Wealth Advisors
California
$1.21M +$1.21M +25,000 New
PPA
110
Parametric Portfolio Associates
Washington
$1.2M +$491K +10,172 +70%
EVM
111
Eaton Vance Management
Massachusetts
$1.17M +$1.88K +39 +0.2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$1.12M +$1.11M +23,105 New
JWA
113
JFS Wealth Advisors
Pennsylvania
$1.08M
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$1.07M +$1.06M +22,014 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.02M -$50.3K -1,043 -5%
BCI
116
Brinker Capital Investments
Pennsylvania
$1M +$72.8K +1,508 +8%
CH
117
Canton Hathaway
Rhode Island
$973K -$402K -8,322 -29%
VC
118
Vestor Capital
Illinois
$922K
GI
119
GAMCO Investors
Connecticut
$901K +$118K +2,449 +15%
MIM
120
MetLife Investment Management
New Jersey
$898K +$201K +4,156 +29%
MWM
121
Merriman Wealth Management
Washington
$826K
Jane Street
122
Jane Street
New York
$818K -$12.1M -251,751 -94%
WB
123
WesBanco Bank
West Virginia
$802K +$350K +7,255 +78%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$756K +$752K +15,588 New
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$687K +$138K +2,852 +25%

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.