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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198 hedge funds and large institutions have $2.34B invested in Focus Financial Partners Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
62
Closed
25
Calls
$3.26M
Puts
$2.02M
Net Calls
+$1.24M
Net Calls Change
-$9.81M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$57.6M
2
WA
Wasatch Advisors
Utah
$240M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$47.6M
4
DPCM
Darlington Partners Capital Management
California
$79.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$70.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.51M
2
Victory Capital Management
Victory Capital Management
Texas
$22.8M
3
Morgan Stanley
Morgan Stanley
New York
$4.68M
4
MAP
Moody Aldrich Partners
Massachusetts
$7.17M
5
Jennison Associates
Jennison Associates
New York
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.28K +41 +8%
S
177
SignatureFD
Georgia
$12K +$7.95K +253 +196%
EI
178
Ellevest Inc
New York
$9K +$9K +288 New
QCG
179
Quadrant Capital Group
Ohio
$8K +$6.81K +218 +574%
IA
180
IFP Advisors
Florida
$7K +$609 +14 +10%
LC
181
Lindbrook Capital
California
$7K +$6.59K +207 +1,592%
FHA
182
First Horizon Advisors
Tennessee
$5K – – –
TWA
183
TCI Wealth Advisors
Arizona
$5K +$4.67K +143 +1,430%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$4K – – –
TCOV
185
Trust Company of Vermont
Vermont
$3K – – –
SWA
186
SOA Wealth Advisors
New York
$3K – – –
SWM
187
Spire Wealth Management
Virginia
$3K – – –
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$2K – – –
HCP
189
Hexagon Capital Partners
Arkansas
$2K +$1.9K +57 +1,900%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.75K +$185 +4,856 +12%
APA
191
American Portfolios Advisors
New York
$1.51K – – –
BIA
192
Bell Investment Advisors
California
$1K -$1.69K -27 -63%
PA
193
Parallel Advisors
California
$1K -$81 -3 -8%
PTC
194
Private Trust Company
Ohio
$1K +$1K +20 New
WFA
195
Wipfli Financial Advisors
Wisconsin
$1K +$1K +37 New
CCM
196
Cinctive Capital Management
New York
– -$5.14M -150,956 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
– -$2.91M -85,561 Closed
KPF
198
K2 Principal Fund
Ontario, Canada
– -$1.8M -52,916 Closed
KOCAA
199
Knights of Columbus Asset Advisors
Connecticut
– -$1.67M -48,960 Closed
HF
200
HRT Financial
New York
– -$1.64M -48,065 Closed
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