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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$342K
BMCM
177
Black Maple Capital Management
Wisconsin
$320K +$297K +6,160 New
VT
178
Vise Technologies
New York
$306K +$284K +5,894 New
IFAM
179
Institutional & Family Asset Management
Colorado
$286K
QOP
180
Quinn Opportunity Partners
Virginia
$259K +$241K +5,000 New
Mariner
181
Mariner
Kansas
$257K -$75.9K -1,575 -24%
FIA
182
FNY Investment Advisers
New York
$251K +$234K +4,853 New
AIMC
183
Alley Investment Management Company
Illinois
$251K +$233K +4,839 New
AIP
184
Ameritas Investment Partners
Nebraska
$241K
BAMF
185
BI Asset Management Fondsmaeglerselskab
Denmark
$235K +$218K +4,523 New
CG
186
Colony Group
Massachusetts
$233K +$216K +4,484 New
CL
187
CIM LLC
New York
$230K -$54.8K -1,138 -20%
Prudential Financial
188
Prudential Financial
New Jersey
$219K +$203K +4,213 New
LCM
189
Landscape Capital Management
New Jersey
$218K +$202K +4,197 New
PAM
190
Panagora Asset Management
Massachusetts
$213K +$198K +4,109 New
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$205K -$702K -14,577 -79%
US Bancorp
192
US Bancorp
Minnesota
$185K -$1.37M -28,445 -89%
Simplex Trading
193
Simplex Trading
Illinois
$181K +$169K +3,498 New
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$161K -$19.5K -405 -12%
Walleye Trading
195
Walleye Trading
New York
$160K +$149K +3,092 New
SO
196
STRS Ohio
Ohio
$150K +$140K +2,900 New
Canada Life
197
Canada Life
Manitoba, Canada
$146K -$17.5K -363 -11%
QT
198
Quantbot Technologies
New York
$106K +$98.3K +2,039 New
AssetMark Inc
199
AssetMark Inc
California
$97.9K -$28.5K -592 -24%
TRCT
200
Tower Research Capital (TRC)
New York
$87K +$64.8K +1,344 +395%

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.