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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 $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.21M -$8.86M -170,039 -88%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M +$4.69K +90 +0.4%
CC
128
Centiva Capital
New York
$1.18M -$3.26M -62,500 -74%
SFWA
129
Summit Financial Wealth Advisors
Louisiana
$1.14M -$495K -9,500 -30%
CAG
130
Crestwood Advisors Group
Massachusetts
$1.12M -$5.21K -100 -0.5%
JWA
131
JFS Wealth Advisors
Pennsylvania
$1.05M
AAM
132
Advisors Asset Management
Colorado
$1.01M +$45.1K +866 +5%
VC
133
Vestor Capital
Illinois
$998K
Two Sigma Investments
134
Two Sigma Investments
New York
$992K +$984K +18,894 New
AL
135
Aspiriant LLC
California
$966K +$959K +18,402 New
CM
136
Crystalline Management
Canada
$952K +$945K +18,133 New
Renaissance Technologies
137
Renaissance Technologies
New York
$898K -$1.89M -36,200 -68%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$877K +$363K +6,970 +72%
ASRS
139
Arizona State Retirement System
Arizona
$875K -$26.4K -506 -3%
Jane Street
140
Jane Street
New York
$832K +$182K +3,503 +28%
GH
141
GAM Holding
Switzerland
$831K +$142K +2,726 +21%
ST
142
Smithfield Trust
Pennsylvania
$775K
ProShare Advisors
143
ProShare Advisors
Maryland
$747K +$42.7K +820 +6%
BCM
144
BCK Capital Management
Connecticut
$709K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$704K -$29.8M -572,936 -98%
GCM
146
Greenland Capital Management
New York
$701K -$88.6K -1,700 -11%
SIM
147
Studio Investment Management
Illinois
$632K +$1.51K +29 +0.2%
XF
148
XML Financial
Maryland
$619K +$614K +11,781 New
GC
149
Guggenheim Capital
Illinois
$593K +$228K +4,383 +63%
B
150
Bailard
California
$576K -$41.7K -800 -7%

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.