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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 $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$559K +$80K +1,536 +17%
GFS
152
GYL Financial Synergies
Connecticut
$531K
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$528K
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$528K +$523K +10,034 New
FPCP
155
Fort Point Capital Partners
California
$525K
Franklin Resources
156
Franklin Resources
California
$518K +$15.4K +296 +3%
MTCM
157
Mint Tower Capital Management
Netherlands
$509K +$505K +9,689 New
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$479K
AB
159
Amalgamated Bank
New York
$468K +$39.5K +759 +9%
ET
160
Equitable Trust
Tennessee
$441K
HC
161
Henshaw Capital
Massachusetts
$431K
FFP
162
FourThought Financial Partners
Florida
$420K
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$347K
VT
164
Vise Technologies
New York
$337K +$26.9K +516 +9%
IWC
165
Integrated Wealth Concepts
Massachusetts
$314K +$311K +5,976 New
IFAM
166
Institutional & Family Asset Management
Colorado
$290K
Mariner
167
Mariner
Kansas
$265K +$5.11K +98 +2%
AIP
168
Ameritas Investment Partners
Nebraska
$255K +$11.1K +213 +5%
JF
169
Jump Financial
Illinois
$254K +$252K +4,844 New
FIA
170
FNY Investment Advisers
New York
$254K
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$236K -$110K -2,105 -32%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$229K -$582K -11,166 -72%
AQR Capital Management
173
AQR Capital Management
Connecticut
$228K +$227K +4,351 New
ECG
174
Edge Capital Group
Georgia
$225K -$156K -3,000 -41%
Prudential Financial
175
Prudential Financial
New Jersey
$221K

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.