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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$69.3K -$19.9K -559 -23%
HIA
152
Harbor Investment Advisory
Maryland
$60.3K +$20.5K +575 +55%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$49K
Osaic Holdings
154
Osaic Holdings
Arizona
$40.5K -$19.7K -554 -34%
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$37.5K -$783 -22 -2%
TFA
156
Toth Financial Advisory
Virginia
$37.3K
S
157
SignatureFD
Georgia
$26.7K +$11.9K +335 +88%
EI
158
Ellevest Inc
New York
$21.9K +$10.6K +299 +104%
GRP
159
Global Retirement Partners
California
$20.5K
BAM
160
Belpointe Asset Management
Nevada
$18.6K +$17.8K +500 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$15K -$4.59K -129 -24%
TRCT
162
Tower Research Capital (TRC)
New York
$12K -$359K -10,087 -97%
SWM
163
Spire Wealth Management
Virginia
$8K +$4.06K +114 +114%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$7.75K +$2.88K +81 +64%
FHA
165
First Horizon Advisors
Tennessee
$5.81K -$107 -3 -2%
HCP
166
Hexagon Capital Partners
Arkansas
$5.59K +$3.2K +90 +150%
HCM
167
Hollencrest Capital Management
California
$5.59K +$5.34K +150 New
SWA
168
SOA Wealth Advisors
New York
$3.73K
TCOV
169
Trust Company of Vermont
Vermont
$3.73K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K -$1.81K -51 -46%
BIA
171
Bell Investment Advisors
California
$1.27K +$641 +18 +113%
LC
172
Lindbrook Capital
California
$1.23K -$6.66K -187 -85%
IA
173
IFP Advisors
Florida
$1K -$5.23K -147 -91%
QCG
174
Quadrant Capital Group
Ohio
$969 -$8.19K -230 -90%
DA
175
Denali Advisors
California
$783 +$747 +21 New

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.