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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$745K +$463K +13,000 +186%
GT
102
Glenmede Trust
Pennsylvania
$738K -$308K -8,650 -30%
Franklin Resources
103
Franklin Resources
California
$724K +$30.8K +866 +5%
VC
104
Vestor Capital
Illinois
$708K
AAM
105
Advisors Asset Management
Colorado
$707K -$6.33K -178 -0.9%
AG
106
Algert Global
California
$704K -$207K -5,830 -24%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$690K +$162K +4,541 +32%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$656K
ET
109
Equitable Trust
Tennessee
$645K -$76.4K -2,148 -11%
ASRS
110
Arizona State Retirement System
Arizona
$619K +$22.6K +635 +4%
Barclays
111
Barclays
United Kingdom
$581K +$379K +10,659 +217%
ST
112
Smithfield Trust
Pennsylvania
$549K
OQS
113
Occudo Quantitative Strategies
Florida
$540K +$241K +6,782 +88%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$538K -$124K -3,494 -19%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$533K -$273K -7,672 -35%
SIM
116
Studio Investment Management
Illinois
$468K +$18.7K +525 +4%
LWAC
117
Laurel Wealth Advisors (California)
California
$446K +$18.4K +518 +5%
SGI
118
Summit Global Investments
Utah
$414K
Jane Street
119
Jane Street
New York
$413K -$188K -5,274 -32%
GFS
120
GYL Financial Synergies
Connecticut
$377K -$31.5K -886 -8%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$375K -$1.15M -32,176 -76%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$375K
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$363K +$35.2K +990 +11%
AB
124
Amalgamated Bank
New York
$360K +$10.4K +292 +3%
B
125
BloombergSen
Ontario, Canada
$352K

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.