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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 $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$650K +$151K +3,132 +30%
QC
127
Quadrature Capital
United Kingdom
$614K +$611K +12,656 New
XT
128
XTX Topco
Cayman Islands
$612K +$609K +12,622 New
OAM
129
Oppenheimer Asset Management
New York
$593K +$590K +12,230 New
ET
130
Equitable Trust
Tennessee
$585K +$51.1K +1,060 +10%
XF
131
XML Financial
Maryland
$571K -$9.65K -200 -2%
ASRS
132
Arizona State Retirement System
Arizona
$561K -$40K -829 -7%
DA
133
Duality Advisers
Florida
$559K -$1.45M -30,065 -72%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$544K +$136K +2,818 +34%
AQR Capital Management
135
AQR Capital Management
Connecticut
$540K -$295K -6,108 -35%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$524K +$521K +10,800 New
ST
137
Smithfield Trust
Pennsylvania
$473K
AB
138
Amalgamated Bank
New York
$473K +$209K +4,341 +80%
KPF
139
K2 Principal Fund
Ontario, Canada
$434K +$432K +8,953 New
PP
140
Paloma Partners
Connecticut
$418K +$416K +8,616 New
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$414K +$124K +2,578 +43%
SRAM
142
Spouting Rock Asset Management
Pennsylvania
$407K -$75.5K -1,564 -16%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$400K
Legal & General Group
144
Legal & General Group
United Kingdom
$389K +$70.5K +1,462 +22%
TRCT
145
Tower Research Capital (TRC)
New York
$387K +$87.3K +1,810 +29%
Verition Fund Management
146
Verition Fund Management
Connecticut
$379K +$377K +7,812 New
VHAM
147
Van Hulzen Asset Management
California
$377K +$4.78K +99 +1%
PFA
148
Paradigm Financial Advisors
Missouri
$370K +$368K +7,630 New
Russell Investments Group
149
Russell Investments Group
United Kingdom
$361K -$39K -809 -10%
IFAM
150
Institutional & Family Asset Management
Colorado
$314K -$1.23M -25,423 -80%

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.