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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

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

61% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $2.02M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

2% less funds holding

Funds holding: 203198 (-5)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$183M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.56K +41 +8%
S
177
SignatureFD
Georgia
$12K +$9.65K +253 +196%
EI
178
Ellevest Inc
New York
$9K +$11K +288 New
QCG
179
Quadrant Capital Group
Ohio
$8K +$8.32K +218 +574%
IA
180
IFP Advisors
Florida
$7K +$534 +14 +10%
LC
181
Lindbrook Capital
California
$7K +$7.9K +207 +1,592%
FHA
182
First Horizon Advisors
Tennessee
$5K
TWA
183
TCI Wealth Advisors
Arizona
$5K +$5.46K +143 +1,430%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$4K
SWA
185
SOA Wealth Advisors
New York
$3K
SWM
186
Spire Wealth Management
Virginia
$3K
TCOV
187
Trust Company of Vermont
Vermont
$3K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$2K
HCP
189
Hexagon Capital Partners
Arkansas
$2K +$2.17K +57 +1,900%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.75K +$185K +4,856 +12%
APA
191
American Portfolios Advisors
New York
$1.51K
BIA
192
Bell Investment Advisors
California
$1K -$1.03K -27 -63%
PA
193
Parallel Advisors
California
$1K -$114 -3 -8%
PTC
194
Private Trust Company
Ohio
$1K +$763 +20 New
WFA
195
Wipfli Financial Advisors
Wisconsin
$1K +$1.41K +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
-$2.02M -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

FOCS Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2022, worth a combined $2.34B — down 7.3% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FOCS and 22 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Macquarie Group, adding an estimated $33.3M. The largest seller was Millennium Management, cutting an estimated $21.4M.

  • 198 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2022, down from 203 in Q2 2022.
  • Funds reported $2.34B of Focus Financial Partners Inc. Class A stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 22 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2022 and 25 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2022 was Macquarie Group, an estimated $33.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2022 was Millennium Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.