Focus Financial Partners Inc. Class A
FOCS
FOCS was delisted on the 30th of August, 2023.
164 hedge funds and large institutions have $2.77B invested in Focus Financial Partners Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
35% more capital invested
Capital invested by funds: $2.06B → $2.77B (+$712M)
10% more funds holding
Funds holding: 149 → 164 (+15)
15% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 53
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
52% less call options, than puts
Call options by funds: $6.33M | Put options by funds: $13.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$14.2M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$12.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Centerbridge Partners
New York
|
-$16.4M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$10.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$7.37M |
| 4 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$7.19M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$6.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
176
Meeder Asset Management
Dublin,
Ohio
| – | -$176K | -5,378 | Closed |
|
|
QT
177
Quantbot Technologies
New York
| – | -$62K | -1,900 | Closed |
|
178
Simplex Trading
Chicago,
Illinois
| – | -$21.1K | -527 | Closed |
|
179
Group One Trading
Chicago,
Illinois
| – | -$16.9K | -420 | Closed |
|
|
ETC
180
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$2K | -54 | Closed |
|
|
VFA
181
Valeo Financial Advisors
Carmel,
Indiana
| – | +$160 | +4 | New |
|
FOCS Hedge Fund Activity: Q4 2020 in Review
164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2020, worth a combined $2.77B — up 35% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FOCS positions and 19 closed out — a net gain of 15 holders — while 45 added to existing stakes and 53 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.1M. The largest seller was Centerbridge Partners, exiting entirely with an estimated $16.4M sold.
- 164 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2020, up from 149 in Q3 2020.
- Funds reported $2.77B of Focus Financial Partners Inc. Class A stock for Q4 2020, up 35% quarter-over-quarter.
- 34 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2020 and 19 closed out, a net change of +15 holders.
- The largest Focus Financial Partners Inc. Class A buyer in Q4 2020 was Morgan Stanley, an estimated $28.1M added.
- The largest Focus Financial Partners Inc. Class A seller in Q4 2020 was Centerbridge Partners, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2020.