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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$15K +$13.1K +512 New
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$9K +$7.67K +300 New
SPIA
128
Steward Partners Investment Advisory
New York
$8K
IA
129
IFP Advisors
Florida
$7K +$6.24K +244 New
SF
130
Synovus Financial
Georgia
$5K -$39.4K -1,539 -89%
S
131
SignatureFD
Georgia
$3K
ASN
132
Advisory Services Network
Georgia
$2K +$1.94K +76 New
EI
133
Ellevest Inc
New York
$1K +$435 +17 New
Federated Hermes
134
Federated Hermes
Pennsylvania
-$17M -715,000 Closed
Canada Pension Plan Investment Board
135
Canada Pension Plan Investment Board
Ontario, Canada
-$4.76M -200,000 Closed
CC
136
Chicago Capital
Illinois
-$1.5M -63,179 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
-$1.57M -61,472 Closed
Assenagon Asset Management
138
Assenagon Asset Management
Luxembourg
-$1.38M -57,961 Closed
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
-$718K -30,150 Closed
GCP
140
GSA Capital Partners
United Kingdom
-$377K -15,825 Closed
WCM
141
Weld Capital Management
New York
-$284K -11,915 Closed
HSBC Holdings
142
HSBC Holdings
United Kingdom
-$257K -10,804 Closed
Credit Agricole
143
Credit Agricole
France
-$238K -10,000 Closed
ECM
144
ExodusPoint Capital Management
New York
-$218K -9,156 Closed
WCM
145
Whitener Capital Management
North Carolina
-$40K -1,700 Closed
QT
146
Quantamental Technologies
New York
-$29K -1,200 Closed
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
-$2K -100 Closed

FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.