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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

198 hedge funds and large institutions have $2.34B invested in Focus Financial Partners Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $2.02M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

2% less funds holding

Funds holding: 203198 (-5)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$183M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
62
Closed
25
Calls
$3.26M
Puts
$2.02M
Net Calls
+$1.24M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$218K +$82.3K +2,158 +45%
HCM
152
HMS Capital Management
Tennessee
$217K -$147K -3,858 -36%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$208K
EGM
154
Engineers Gate Manager
New York
$205K +$249K +6,518 New
ProShare Advisors
155
ProShare Advisors
Maryland
$202K -$4.58K -120 -2%
CL
156
CIM LLC
New York
$201K +$219K +5,739 New
IFAM
157
Institutional & Family Asset Management
Colorado
$174K
SOW
158
State of Wyoming
Wyoming
$165K +$115K +3,017 +136%
Barclays
159
Barclays
United Kingdom
$155K +$76.6K +2,008 +69%
AIP
160
Ameritas Investment Partners
Nebraska
$137K
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$110K
Canada Life
162
Canada Life
Manitoba, Canada
$100K +$18.3K +479 +18%
Citigroup
163
Citigroup
New York
$76K -$123K -3,219 -57%
GC
164
Globeflex Capital
California
$75K
Simplex Trading
165
Simplex Trading
Illinois
$65K +$79.6K +2,087 New
FMP
166
Financial Management Professionals
Texas
$64K +$21.4K +562 +38%
AssetMark Inc
167
AssetMark Inc
California
$60K +$23.7K +621 +48%
Osaic Holdings
168
Osaic Holdings
Arizona
$51K -$26.3K -689 -30%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$45K +$1.6K +42 +3%
HIA
170
Harbor Investment Advisory
Maryland
$33K +$24.6K +645 +162%
Allspring Global Investments
171
Allspring Global Investments
North Carolina
$32K
TFA
172
Toth Financial Advisory
Virginia
$32K
FF
173
FourThought Financial
Florida
$32K +$38.2K +1,000 New
Walleye Trading
174
Walleye Trading
New York
$32K +$38.9K +1,019 New
GRP
175
Global Retirement Partners
California
$19K

FOCS Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2022, worth a combined $2.34B — down 7.3% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FOCS and 22 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Macquarie Group, adding an estimated $33.3M. The largest seller was Millennium Management, cutting an estimated $21.4M.

  • 198 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2022, down from 203 in Q2 2022.
  • Funds reported $2.34B of Focus Financial Partners Inc. Class A stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 22 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2022 and 25 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2022 was Macquarie Group, an estimated $33.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2022 was Millennium Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.