FOCS

Focus Financial Partners Inc. Class A
FOCS

Overview Fund Activity
Delisted

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

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164 hedge funds and large institutions have $2.77B invested in Focus Financial Partners Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
34
Increased
45
Reduced
53
Closed
19
Calls
$6.33M
Puts
$13.1M
Net Calls
-$6.79M
Net Calls Change
-$8.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27.2M
3
WRF
3
Waddell & Reed Financial
Kansas
$15.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$52M
5
Invesco
5
Invesco
Georgia
$30.8M

Top Sellers

1
CP
1
Centerbridge Partners
New York
$0
2
BSW
2
Buckingham Strategic Wealth
Missouri
$5.39M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$2.71M
4
SAM
4
Skyline Asset Management
Illinois
$1.55M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
151
Walled Lake Planning & Wealth Management
Illinois
$13K – – –
CA
152
Clearstead Advisors
Ohio
$11K – – –
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
DWP
154
Destiny Wealth Partners
Florida
$7K +$7K +152 New
SWA
155
SOA Wealth Advisors
New York
$5K +$5K +100 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +100 New
S
157
SignatureFD
Georgia
$3K – – –
BCA
158
Berman Capital Advisors
Georgia
$3K – – –
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$2K +$2K +61 New
QCG
160
Quadrant Capital Group
Ohio
$1K +$1K +30 New
AIG
161
American International Group
New York
$795 -$23 -524 -3%
CP
162
Centerbridge Partners
New York
– -$16.4M -501,623 Closed
CCM
163
CAAS Capital Management
New York
– -$5.9M -179,979 Closed
RSWM
164
Robertson Stephens Wealth Management
California
– -$2.91M -88,787 Closed
EMFAT
165
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$1.46M -44,418 Closed
Wellington Management Group
166
Wellington Management Group
Massachusetts
– -$838K -25,566 Closed
JCIA
167
Jackson Creek Investment Advisors
Colorado
– -$695K -21,202 Closed
LCM
168
Laurion Capital Management
New York
– -$328K -10,000 Closed
PAMG
169
Patton Albertson Miller Group
Tennessee
– -$270K -8,222 Closed
Man Group
170
Man Group
United Kingdom
– -$249K -7,616 Closed
ECG
171
Edge Capital Group
Georgia
– -$228K -6,961 Closed
BAM
172
Blueshift Asset Management
New Jersey
– -$207K -6,309 Closed
TW
173
Transform Wealth
Colorado
– -$206K -6,297 Closed
BRWM
174
B. Riley Wealth Management
Tennessee
– -$206K -6,275 Closed
Voloridge Investment Management
175
Voloridge Investment Management
Florida
– -$201K -6,119 Closed
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