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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

149 hedge funds and large institutions have $2.06B invested in Focus Financial Partners Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

58% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.27M

14% more funds holding

Funds holding: 131149 (+18)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
34
Increased
47
Reduced
42
Closed
15
Calls
$3.6M
Puts
$2.27M
Net Calls
+$1.32M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
126
UBS Group
Switzerland
$158K -$287K -8,109 -63%
PI
127
PEAK6 Investments
Illinois
$108K +$116K +3,284 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$96K
AIP
129
Ameritas Investment Partners
Nebraska
$85K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$70K +$6.01K +170 +9%
PHK
131
Point72 Hong Kong
Hong Kong
$64K -$55K -1,556 -44%
QT
132
Quantbot Technologies
New York
$62K +$67.2K +1,900 New
Citigroup
133
Citigroup
New York
$59K -$251K -7,099 -80%
Canada Life
134
Canada Life
Manitoba, Canada
$57K
HNB
135
Huntington National Bank
Ohio
$48K +$51.3K +1,451 New
CFA
136
Carroll Financial Associates
North Carolina
$32K -$19.5K -551 -36%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$17K
Simplex Trading
138
Simplex Trading
Illinois
$17K +$18.6K +527 New
Group One Trading
139
Group One Trading
Illinois
$14K +$14.9K +420 New
WLPWM
140
Walled Lake Planning & Wealth Management
Illinois
$10K
CA
141
Clearstead Advisors
Ohio
$8K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.07K +200 New
Osaic Holdings
143
Osaic Holdings
Arizona
$2K -$1.27M -35,770 -100%
BCA
144
Berman Capital Advisors
Georgia
$2K
S
145
SignatureFD
Georgia
$2K
ETC
146
Exchange Traded Concepts
Oklahoma
$2K +$1.91K +54 New
Millennium Management
147
Millennium Management
New York
$592 -$1.51M -42,724 -70%
GGPE
148
Golden Gate Private Equity
California
-$10.2M -307,454 Closed
HighTower Advisors
149
HighTower Advisors
Illinois
-$1.21M -36,675 Closed
OCPWS
150
One Charles Private Wealth Services
Massachusetts
-$1.01M -25,394 Closed

FOCS Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2020, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FOCS positions and 15 closed out — a net gain of 19 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $31.2M. The largest seller was Centerbridge Partners, cutting an estimated $14.2M.

  • 149 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $2.06B of Focus Financial Partners Inc. Class A stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 34 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2020 and 15 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2020 was Massachusetts Financial Services, an estimated $31.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2020 was Centerbridge Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.