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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$543K +$47.9K +1,254 +9%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$539K -$92.3K -2,417 -13%
HIM
128
Hillsdale Investment Management
Ontario, Canada
$525K
ST
129
Smithfield Trust
Pennsylvania
$502K +$191K +5,000 +51%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$466K +$233K +6,094 +80%
Citadel Advisors
131
Citadel Advisors
Florida
$442K +$121K +3,171 +32%
VI
132
Versor Investments
New York
$440K +$494K +12,919 New
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$420K -$11.3K -297 -2%
SIM
134
Studio Investment Management
Illinois
$384K +$431K +11,275 New
SGI
135
Summit Global Investments
Utah
$378K -$248K -6,500 -37%
LWAC
136
Laurel Wealth Advisors (California)
California
$376K -$195K -5,092 -32%
GFS
137
GYL Financial Synergies
Connecticut
$375K
HCM
138
HMS Capital Management
Tennessee
$366K -$617K -16,143 -60%
UBS Group
139
UBS Group
Switzerland
$351K -$21.8K -571 -5%
GCM
140
Graham Capital Management
Connecticut
$345K -$246K -6,439 -39%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$343K
JG
142
Jefferies Group
New York
$323K +$363K +9,494 New
B
143
BloombergSen
Ontario, Canada
$322K +$93.6K +2,450 +35%
AB
144
Amalgamated Bank
New York
$314K -$43.7K -1,145 -11%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$298K
Prudential Financial
146
Prudential Financial
New Jersey
$295K -$438K -11,455 -57%
Squarepoint
147
Squarepoint
New York
$290K +$326K +8,522 New
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$286K -$112K -2,935 -26%
OAM
149
Oberweis Asset Management
Illinois
$259K +$34.4K +900 +13%
Stifel Financial
150
Stifel Financial
Missouri
$257K +$15.5K +405 +6%

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.