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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
H
101
HoyleCohen
California
$2.67M -$266K -5,528 -10%
Barclays
102
Barclays
United Kingdom
$2.62M +$1.69M +34,972 +224%
TC
103
Telemus Capital
Michigan
$2.57M
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$2.51M -$1.01M -20,887 -30%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.43M -$558K -11,571 -20%
Mawer Investment Management
106
Mawer Investment Management
Alberta, Canada
$2.26M +$316K +6,567 +18%
GI
107
GAMCO Investors
Connecticut
$2.21M +$853K +17,702 +71%
BMSSC
108
B. Metzler seel. Sohn & Co
Germany
$2.2M -$3.49M -72,474 -63%
CWG
109
Cornerstone Wealth Group
North Carolina
$2.17M
DWM
110
Dorchester Wealth Management
Quebec, Canada
$2.1M +$120K +2,500 +7%
KCPG
111
Kavar Capital Partners Group
Kansas
$2.07M
SEI Investments
112
SEI Investments
Pennsylvania
$2.01M -$8.51M -176,652 -82%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$1.92M
Walleye Capital
114
Walleye Capital
New York
$1.88M +$1.75M +36,317 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$1.81M +$1.2M +24,870 +247%
HighTower Advisors
116
HighTower Advisors
Illinois
$1.72M -$2.15M -44,632 -57%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.68M +$867K +17,990 +126%
SFWA
118
Summit Financial Wealth Advisors
Louisiana
$1.62M -$11.1K -230 -0.7%
PAMS
119
Pictet Asset Management (Switzerland)
Switzerland
$1.61M +$1.16M +24,059 +348%
MIM
120
MetLife Investment Management
New Jersey
$1.58M +$11.5K +239 +0.8%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$1.54M +$1.43M +29,759 New
PFMU
122
Privium Fund Management (UK)
United Kingdom
$1.49M +$1.38M +28,712 New
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$1.45M -$149K -3,095 -7%
AIG
124
American International Group
New York
$1.45M +$26.9K +558 +2%
KTA
125
Keeley-Teton Advisors
Illinois
$1.44M

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.