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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 $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Diametric Capital
Massachusetts
$2.36M +$2.35M +45,018 New
KCPG
102
Kavar Capital Partners Group
Kansas
$2.1M
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$1.94M
CWG
104
Cornerstone Wealth Group
North Carolina
$1.93M -$268K -5,150 -12%
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.87M +$654K +12,556 +55%
FC
106
FORA Capital
Florida
$1.77M +$1.31M +25,129 +296%
PAMS
107
Pictet Asset Management (Switzerland)
Switzerland
$1.74M +$108K +2,080 +7%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$1.69M -$3.85M -73,975 -70%
SC
109
Sagefield Capital
Texas
$1.67M +$1.66M +31,771 New
HighTower Advisors
110
HighTower Advisors
Illinois
$1.65M -$82.8K -1,590 -5%
Citigroup
111
Citigroup
New York
$1.63M +$1.53M +29,413 +1,896%
MIM
112
MetLife Investment Management
New Jersey
$1.62M +$19.8K +381 +1%
Walleye Capital
113
Walleye Capital
New York
$1.58M -$329K -6,317 -17%
Nomura Holdings
114
Nomura Holdings
Japan
$1.52M +$1.51M +29,000 New
AIG
115
American International Group
New York
$1.49M +$15.6K +300 +1%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$1.46M +$60K +1,151 +4%
PCM
117
PenderFund Capital Management
British Columbia, Canada
$1.45M +$539K +10,340 +98%
Wells Fargo
118
Wells Fargo
California
$1.38M +$701K +13,450 +104%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$1.36M +$69.9K +1,341 +5%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.35M -$483K -9,277 -27%
TAF
121
Tredje AP-fonden
Sweden
$1.3M
AG
122
Algert Global
California
$1.3M
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$1.26M -$1.27M -24,345 -50%
AIMC
124
Alley Investment Management Company
Illinois
$1.22M +$958K +18,387 +380%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$1.21M -$850K -16,310 -41%

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.