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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 $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
151
Walleye Trading
New York
$302K +$267K +5,536 +795%
CL
152
CSS LLC
Illinois
$301K +$299K +6,200 New
AAM
153
Advisors Asset Management
Colorado
$293K +$129K +2,675 +80%
Squarepoint
154
Squarepoint
New York
$286K -$796K -16,501 -74%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$265K +$264K +5,467 New
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$253K +$252K +5,221 New
GG
157
Golden Green
South Carolina
$235K -$4.25K -88 -2%
CIM
158
Contravisory Investment Management
Massachusetts
$235K
HW
159
Hancock Whitney
Mississippi
$235K +$234K +4,841 New
QSS
160
Quantitative Systematic Strategies
Florida
$226K -$260K -5,382 -54%
PFPT
161
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$224K +4,635 New
PWA
162
Pinnacle Wealth Advisors
Tennessee
$224K +$224K +4,635 New
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$223K +$221K +4,590 New
Citigroup
164
Citigroup
New York
$220K -$160K -3,306 -42%
CL
165
CIM LLC
New York
$219K +$209K +4,333 New
Prudential Financial
166
Prudential Financial
New Jersey
$211K +$210K +4,344 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$204K
FFG
168
Fortem Financial Group
California
$201K +$200K +4,150 New
AIP
169
Ameritas Investment Partners
Nebraska
$198K +$42.3K +876 +27%
EWM
170
Endurance Wealth Management
Rhode Island
$159K +$38.6K +800 +32%
SO
171
STRS Ohio
Ohio
$155K +$154K +3,200 New
PHK
172
Point72 Hong Kong
Hong Kong
$155K +$155K +3,204 New
TFA
173
Toth Financial Advisory
Virginia
$146K +$41K +850 +40%
UBS Group
174
UBS Group
Switzerland
$145K -$979K -20,300 -87%
PCM
175
Penserra Capital Management
California
$129K +$129K +2,680 New

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.