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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 $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
176
Group One Trading
Illinois
$115K +$82K +1,700 +256%
GC
177
Globeflex Capital
California
$115K +$115K +2,374 New
SG Americas Securities
178
SG Americas Securities
New York
$113K -$286K -5,933 -72%
Canada Life
179
Canada Life
Manitoba, Canada
$111K +$27.5K +569 +33%
DFCM
180
Dark Forest Capital Management
Puerto Rico
$109K +$109K +2,251 New
Osaic Holdings
181
Osaic Holdings
Arizona
$102K +$41.3K +855 +69%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$94.8K -$151K -3,120 -61%
Simplex Trading
183
Simplex Trading
Illinois
$85K -$47.4K -982 -36%
FMP
184
Financial Management Professionals
Texas
$82K +$772 +16 +1%
SSB
185
Sandy Spring Bank
Maryland
$49K +$48.2K +1,000 New
CFA
186
Carroll Financial Associates
North Carolina
$48K
FWM
187
FFT Wealth Management
Pennsylvania
$27K +$26.5K +550 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$25K
TFS
189
TrustCore Financial Services
Tennessee
$24K +$24.1K +500 New
WOC
190
West Oak Capital
California
$12K
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$10K
APA
192
American Portfolios Advisors
New York
$9.7K
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$7K
SWM
194
Spire Wealth Management
Virginia
$5K
TCOV
195
Trust Company of Vermont
Vermont
$5K
HFA
196
HC Financial Advisors
California
$5K +$4.83K +100 New
QT
197
Quantbot Technologies
New York
$4K -$404K -8,365 -99%
SWA
198
SOA Wealth Advisors
New York
$4K
TWA
199
TCI Wealth Advisors
Arizona
$3K -$47.7K -988 -94%
BCA
200
Berman Capital Advisors
Georgia
$3K

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.