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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$19K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$17K +$13.3K +348 +226%
HIA
178
Harbor Investment Advisory
Maryland
$14K +$15.2K +399 New
Bessemer Group
179
Bessemer Group
New Jersey
$14K +$15.7K +410 New
RTC
180
Riverview Trust Company
Washington
$12K +$13.4K +352 New
AF
181
Allworth Financial
California
$9K +$10.3K +269 New
IA
182
IFP Advisors
Florida
$6K
FHA
183
First Horizon Advisors
Tennessee
$5K +$6.08K +159 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$4K -$11.7K -305 -71%
S
185
SignatureFD
Georgia
$4K +$420 +11 +9%
RIM
186
Rockbridge Investment Management
New York
$3.71K -$3.48K -91 -46%
HFA
187
HC Financial Advisors
California
$3K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$3K
SWA
189
SOA Wealth Advisors
New York
$3K
SWM
190
Spire Wealth Management
Virginia
$3K
TCOV
191
Trust Company of Vermont
Vermont
$3K +$3.82K +100 New
APA
192
American Portfolios Advisors
New York
$1.64K -$7.64K -200 -81%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$1.52K +$54.3K +1,422 +4%
MFT
194
Moisand Fitzgerald Tamayo
Florida
$1K -$726 -19 -53%
QCG
195
Quadrant Capital Group
Ohio
$1K +$306 +8 +27%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1K +$802 +21 New
PA
197
Parallel Advisors
California
$1K +$1.45K +38 +1,900%
BIA
198
Bell Investment Advisors
California
$1K +$1.64K +43 New
Assenagon Asset Management
199
Assenagon Asset Management
Luxembourg
-$19.8M -432,044 Closed
Two Sigma Investments
200
Two Sigma Investments
New York
-$6.41M -140,189 Closed

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.