FOCS

Focus Financial Partners Inc. Class A
FOCS

Overview Fund Activity
Delisted

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

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240 hedge funds and large institutions have $4.28B invested in Focus Financial Partners Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+29
Holders Change %
+13.74%
% of All Funds
3.71%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
43
Increased
90
Reduced
72
Closed
12
Calls
$12.4M
Puts
$21.6M
Net Calls
-$9.19M
Net Calls Change
-$7.13M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$369M
2
Capital World Investors
2
Capital World Investors
California
$327M
3
TCM
3
TimesSquare Capital Management
New York
$74.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$266M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$26.3M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$60.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$80.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.27M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$278M
5
ACL
5
Azora Capital LP
Florida
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$438K +$187K +3,140 +75%
PFP
177
Pinnacle Financial Partners
Tennessee
$359K +$82.5K +1,382 +30%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$341K +$341K +5,672 New
IFAM
179
Institutional & Family Asset Management
Colorado
$329K -$56.7K -950 -15%
Stifel Financial
180
Stifel Financial
Missouri
$318K +$318K +5,326 New
GCM
181
Graham Capital Management
Connecticut
$315K +$315K +5,280 New
TFA
182
Triad Financial Advisors
North Carolina
$308K +$308K +5,150 New
Wellington Management Group
183
Wellington Management Group
Massachusetts
$307K -$329K -5,517 -52%
E
184
Ergoteles
New York
$305K +$305K +5,100 New
SIM
185
Sandia Investment Management
Massachusetts
$299K +$299K +5,000 New
HW
186
Hancock Whitney
Mississippi
$297K +$24K +402 +9%
PTC
187
Petrus Trust Company
Texas
$282K +$282K +4,724 New
CIM
188
Contravisory Investment Management
Massachusetts
$281K -$8.07K -135 -3%
FRM
189
Fox Run Management
Connecticut
$278K +$38K +635 +16%
Los Angeles Capital Management
190
Los Angeles Capital Management
California
$273K -$1.38K -23 -0.5%
AIP
191
Ameritas Investment Partners
Nebraska
$273K – – –
LPL Financial
192
LPL Financial
California
$249K +$4.48K +75 +2%
FFG
193
Fortem Financial Group
California
$248K – – –
Prudential Financial
194
Prudential Financial
New Jersey
$243K -$28K -470 -10%
CG
195
Colony Group
Massachusetts
$241K – – –
PCM
196
Pinz Capital Management
New York
$239K +$239K +4,000 New
TW
197
Transform Wealth
Colorado
$237K -$1.49K -25 -0.6%
CL
198
CIM LLC
New York
$237K +$15.7K +328 +7%
Osaic Holdings
199
Osaic Holdings
Arizona
$228K +$87.2K +1,458 +62%
OAM
200
Oberweis Asset Management
Illinois
$227K +$227K +3,800 New
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