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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
101
Summit Financial Wealth Advisors
Louisiana
$1.19M +$8.79K +230 +0.7%
ECG
102
Edge Capital Group
Georgia
$1.05M +$802K +21,002 New
BC
103
Bartlett & Co
Ohio
$1.03M -$1.03M -27,000 -47%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$1.03M -$1.03M -27,000 -47%
MIM
105
MetLife Investment Management
New Jersey
$1.03M -$162K -4,228 -12%
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.02M -$166K -4,336 -13%
AIG
107
American International Group
New York
$925K -$196K -5,129 -16%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$912K +$681K +17,824 +199%
EVM
109
Eaton Vance Management
Massachusetts
$817K
BCI
110
Brinker Capital Investments
Pennsylvania
$813K -$11K -289 -1%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$809K -$11.4M -298,415 -93%
KTA
112
Keeley-Teton Advisors
Illinois
$802K -$300K -7,860 -25%
Mawer Investment Management
113
Mawer Investment Management
Alberta, Canada
$743K +$195K +5,112 +31%
GI
114
GAMCO Investors
Connecticut
$725K +$70K +1,831 +9%
OQS
115
Occudo Quantitative Strategies
Florida
$720K +$557K +14,570 +222%
JWA
116
JFS Wealth Advisors
Pennsylvania
$682K
AG
117
Algert Global
California
$663K
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$656K +$736K +19,257 New
VC
119
Vestor Capital
Illinois
$647K
CI
120
CX Institutional
Indiana
$647K +$726K +19,005 New
Franklin Resources
121
Franklin Resources
California
$623K -$1.22K -32 -0.2%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$599K
ET
123
Equitable Trust
Tennessee
$565K +$215K +5,620 +51%
WB
124
WesBanco Bank
West Virginia
$563K
AAM
125
Advisors Asset Management
Colorado
$562K +$52.5K +1,374 +9%

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.