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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.89M +$926K +18,436 +87%
KCPG
102
Kavar Capital Partners Group
Kansas
$1.83M -$67.8K -1,350 -3%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$1.69M
PCP
104
Proficio Capital Partners
Massachusetts
$1.65M +$602 +12 +0%
MIM
105
MetLife Investment Management
New Jersey
$1.57M +$691K +13,764 +67%
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.57M +$159K +3,158 +10%
EGM
107
Engineers Gate Manager
New York
$1.56M -$371K -7,398 -18%
OAM
108
Oppenheimer Asset Management
New York
$1.49M +$1.91K +38 +0.1%
AIG
109
American International Group
New York
$1.48M +$31K +618 +2%
VRS
110
Virginia Retirement Systems
Virginia
$1.47M +$1.23M +24,500 +318%
DA
111
Duality Advisers
Florida
$1.47M +$225K +4,480 +16%
KTA
112
Keeley-Teton Advisors
Illinois
$1.44M
SFWA
113
Summit Financial Wealth Advisors
Louisiana
$1.43M
BWA
114
Bordeaux Wealth Advisors
California
$1.42M +$728K +14,500 +88%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$1.25M -$1.05M -20,851 -43%
HCM
116
HMS Capital Management
Tennessee
$1.23M -$15.4K -306 -1%
BCI
117
Brinker Capital Investments
Pennsylvania
$1.11M +$321K +6,390 +36%
EVM
118
Eaton Vance Management
Massachusetts
$1.1M
FC
119
Full18 Capital
Connecticut
$966K +$969K +19,301 New
Prudential Financial
120
Prudential Financial
New Jersey
$921K +$805K +16,043 +394%
JWA
121
JFS Wealth Advisors
Pennsylvania
$916K
GI
122
GAMCO Investors
Connecticut
$890K +$36.6K +729 +4%
AG
123
Algert Global
California
$890K +$557K +11,094 +133%
VC
124
Vestor Capital
Illinois
$869K
Franklin Resources
125
Franklin Resources
California
$839K +$803 +16 +0.1%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.