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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
B
126
Bailard
California
$342K +$326K +9,171 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$339K +$62.8K +1,765 +24%
HC
128
Henshaw Capital
Massachusetts
$306K +$292K +8,212 New
BCI
129
Brinker Capital Investments
Pennsylvania
$300K -$105K -2,947 -27%
VHAM
130
Van Hulzen Asset Management
California
$283K +$11.4K +320 +4%
CL
131
CIM LLC
New York
$279K -$6.26K -176 -3%
ProShare Advisors
132
ProShare Advisors
Maryland
$278K +$38K +1,069 +17%
AQR Capital Management
133
AQR Capital Management
Connecticut
$274K -$216K -6,071 -45%
ECG
134
Edge Capital Group
Georgia
$272K
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$258K +$246K +6,914 New
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$247K -$63.7K -1,789 -21%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$246K
Mariner
138
Mariner
Kansas
$243K -$38.4K -1,079 -14%
E
139
Ergoteles
New York
$224K -$119K -3,352 -36%
AIP
140
Ameritas Investment Partners
Nebraska
$206K +$10.4K +292 +7%
IFAM
141
Institutional & Family Asset Management
Colorado
$206K
MAM
142
Meeder Asset Management
Ohio
$201K +$192K +5,403 New
SOW
143
State of Wyoming
Wyoming
$138K -$55K -1,546 -30%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$131K
SG Americas Securities
145
SG Americas Securities
New York
$122K -$195K -5,484 -63%
Canada Life
146
Canada Life
Manitoba, Canada
$119K
PI
147
PEAK6 Investments
Illinois
$101K +$96.9K +2,722 New
AssetMark Inc
148
AssetMark Inc
California
$92.4K +$20.3K +570 +30%
GC
149
Globeflex Capital
California
$88.5K
FMP
150
Financial Management Professionals
Texas
$75K -$712 -20 -1%

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.