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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Amalgamated Financial
New York
$475K +$521K +10,374 New
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$460K
SG Americas Securities
153
SG Americas Securities
New York
$459K +$81.7K +1,628 +19%
Citadel Advisors
154
Citadel Advisors
Florida
$448K -$3.95M -78,643 -89%
ST
155
Smithfield Trust
Pennsylvania
$446K
Creative Planning
156
Creative Planning
Kansas
$435K +$478K +9,520 New
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$409K -$1.01M -20,176 -69%
State Board of Administration of Florida Retirement System
158
State Board of Administration of Florida Retirement System
Florida
$400K
Fidelity International
159
Fidelity International
Bermuda
$379K +$416K +8,291 New
ECM
160
ExodusPoint Capital Management
New York
$358K -$354K -7,060 -47%
PP
161
Paloma Partners
Connecticut
$352K -$53.8K -1,072 -12%
MWM
162
Merriman Wealth Management
Washington
$350K
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$348K -$285K -5,686 -43%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$336K
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$332K +$136K +2,700 +59%
Stifel Financial
166
Stifel Financial
Missouri
$327K +$91.2K +1,816 +34%
B
167
BloombergSen
Ontario, Canada
$320K +$351K +7,000 New
GCP
168
GSA Capital Partners
United Kingdom
$312K -$789K -15,722 -70%
VHAM
169
Van Hulzen Asset Management
California
$307K -$142K -2,837 -30%
OAM
170
Oberweis Asset Management
Illinois
$306K +$146K +2,900 +76%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$302K -$201K -4,000 -38%
OQS
172
Occudo Quantitative Strategies
Florida
$301K +$330K +6,575 New
ZCM
173
Ziegler Capital Management
Illinois
$287K +$315K +6,275 New
SC
174
Shay Capital
New York
$270K +$296K +5,900 New
IFAM
175
Institutional & Family Asset Management
Colorado
$252K

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.