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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
TimesSquare Capital Management
New York
$1.43M -$41.2M -855,400 -97%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$1.39M
TAF
128
Tredje AP-fonden
Sweden
$1.29M
AG
129
Algert Global
California
$1.29M +$286K +5,930 +31%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$1.28M +$163K +3,389 +16%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.19M +$1.11M +23,000 New
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M -$35.7K -741 -3%
WAM
133
Wolverine Asset Management
Illinois
$1.16M +$1.08M +22,392 New
CAG
134
Crestwood Advisors Group
Massachusetts
$1.11M -$2.82M -58,540 -73%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$1.09M
BC
136
Bartlett & Co
Ohio
$1.09M
JWA
137
JFS Wealth Advisors
Pennsylvania
$1.04M
OR
138
Olympiad Research
Connecticut
$1.01M +$941K +19,524 New
SG Americas Securities
139
SG Americas Securities
New York
$1M +$772K +16,018 +491%
VC
140
Vestor Capital
Illinois
$986K
AAM
141
Advisors Asset Management
Colorado
$953K -$29.3K -607 -3%
ASRS
142
Arizona State Retirement System
Arizona
$891K +$26.7K +555 +3%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$805K -$1.18M -24,430 -61%
GCM
144
Greenland Capital Management
New York
$781K +$725K +15,049 New
ST
145
Smithfield Trust
Pennsylvania
$765K
PCM
146
PenderFund Capital Management
British Columbia, Canada
$739K +$508K +10,550 New
BCM
147
BCK Capital Management
Connecticut
$700K +$651K +13,500 New
ProShare Advisors
148
ProShare Advisors
Maryland
$696K +$287K +5,947 +80%
GH
149
GAM Holding
Switzerland
$679K +$631K +13,100 New
Wells Fargo
150
Wells Fargo
California
$668K -$939K -19,496 -60%

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.