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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
151
Graham Capital Management
Connecticut
$661K +$614K +12,751 New
Jane Street
152
Jane Street
New York
$640K +$59.7K +1,239 +11%
Verition Fund Management
153
Verition Fund Management
Connecticut
$623K +$579K +12,009 New
SIM
154
Studio Investment Management
Illinois
$622K -$26.4K -548 -4%
EGM
155
Engineers Gate Manager
New York
$614K +$570K +11,828 New
B
156
Bailard
California
$611K +$125K +2,600 +28%
GFS
157
GYL Financial Synergies
Connecticut
$525K
Chevy Chase Trust
158
Chevy Chase Trust
Maryland
$522K
FPCP
159
Fort Point Capital Partners
California
$519K +$482K +10,000 New
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$505K
B
161
BloombergSen
Ontario, Canada
$503K +$12K +250 +3%
VF
162
Virtu Financial
New York
$498K +$463K +9,601 New
Franklin Resources
163
Franklin Resources
California
$496K -$475K -9,850 -51%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$473K -$256K -5,315 -37%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$472K
FC
166
FORA Capital
Florida
$441K +$409K +8,494 New
ET
167
Equitable Trust
Tennessee
$436K -$429K -8,902 -51%
HC
168
Henshaw Capital
Massachusetts
$426K
AB
169
Amalgamated Bank
New York
$423K -$72.7K -1,509 -16%
FFP
170
FourThought Financial Partners
Florida
$415K +$386K +8,000 New
PI
171
PEAK6 Investments
Illinois
$412K +$252K +5,224 +192%
ECG
172
Edge Capital Group
Georgia
$378K
BC
173
Bridgefront Capital
Texas
$360K +$334K +6,941 New
GC
174
Guggenheim Capital
Illinois
$358K +$333K +6,911 New
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$342K -$1.01K -21 -0.3%

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.