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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
176
Hancock Whitney
Mississippi
$236K +$9.09K +181 +4%
AIP
177
Ameritas Investment Partners
Nebraska
$231K +$23.8K +475 +10%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$224K -$2.22M -44,205 -90%
CCIA
179
Campbell & Co Investment Adviser
Maryland
$220K +$241K +4,800 New
WG
180
Winton Group
United Kingdom
$219K +$240K +4,790 New
CL
181
CIM LLC
New York
$218K +$7.93K +158 +3%
CIM
182
Contravisory Investment Management
Massachusetts
$215K
HSBC Holdings
183
HSBC Holdings
United Kingdom
$206K -$60.3K -1,202 -21%
Citigroup
184
Citigroup
New York
$189K -$658K -13,097 -76%
Osaic Holdings
185
Osaic Holdings
Arizona
$188K +$8.54K +170 +4%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$184K -$546K -10,882 -73%
TRCT
187
Tower Research Capital (TRC)
New York
$170K +$143K +2,849 +331%
Canada Life
188
Canada Life
Manitoba, Canada
$131K +$20K +399 +17%
GC
189
Globeflex Capital
California
$109K
FMP
190
Financial Management Professionals
Texas
$76K
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$74K -$5.62K -112 -6%
SO
192
STRS Ohio
Ohio
$68K -$80.3K -1,600 -52%
PHK
193
Point72 Hong Kong
Hong Kong
$64K -$36.3K -723 -34%
TFA
194
Toth Financial Advisory
Virginia
$46K -$100K -2,000 -67%
SOW
195
State of Wyoming
Wyoming
$32K +$4.82K +96 +16%
AssetMark Inc
196
AssetMark Inc
California
$27K +$29.3K +583 New
Macquarie Group
197
Macquarie Group
Australia
$23.1K +$37.5K +746 +0.1%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$20K +$21.7K +432 New
GRP
199
Global Retirement Partners
California
$20K +$23.4K +467 +556%
BBHC
200
Brown Brothers Harriman & Co
New York
$19K +$21.1K +420 New

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.