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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$835K -$393K -7,828 -30%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$805K -$2.18M -43,467 -71%
SGI
128
Summit Global Investments
Utah
$805K +$884K +17,600 New
Wolverine Trading
129
Wolverine Trading
Illinois
$772K +$826K +16,442 New
Mawer Investment Management
130
Mawer Investment Management
Alberta, Canada
$764K +$281K +5,593 +50%
GCM
131
Graham Capital Management
Connecticut
$759K +$568K +11,315 +214%
WB
132
WesBanco Bank
West Virginia
$756K
LWAC
133
Laurel Wealth Advisors (California)
California
$738K
ACM
134
AlphaCrest Capital Management
New York
$716K +$403K +8,019 +105%
HIM
135
Hillsdale Investment Management
Ontario, Canada
$704K
AAM
136
Advisors Asset Management
Colorado
$692K +$194K +3,860 +34%
ASRS
137
Arizona State Retirement System
Arizona
$671K +$9.64K +192 +1%
QT
138
Quantbot Technologies
New York
$639K +$677K +13,488 +2,703%
Wellington Management Group
139
Wellington Management Group
Massachusetts
$615K +$417K +8,301 +161%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$594K +$652K +12,982 New
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$578K +$90.2K +1,797 +17%
Barclays
142
Barclays
United Kingdom
$571K -$3M -59,807 -83%
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$563K -$1.46K -29 -0.2%
ProShare Advisors
144
ProShare Advisors
Maryland
$558K -$41.4K -824 -6%
XF
145
XML Financial
Maryland
$539K
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$519K +$46.3K +922 +9%
GFS
147
GYL Financial Synergies
Connecticut
$503K -$1.93M -38,454 -78%
ET
148
Equitable Trust
Tennessee
$501K +$8.48K +169 +2%
UBS Group
149
UBS Group
Switzerland
$498K -$1.13M -22,409 -67%
AB
150
Amalgamated Bank
New York
$475K -$5.67K -113 -1%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.