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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$211K +$3.13K +60 +2%
BMCM
177
Black Maple Capital Management
Wisconsin
$208K -$115K -2,200 -36%
KSCM
178
Kamunting Street Capital Management
Florida
$204K +$202K +3,885 New
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$167K +$4.32K +83 +3%
TRCT
180
Tower Research Capital (TRC)
New York
$166K +$77.2K +1,482 +88%
SO
181
STRS Ohio
Ohio
$152K
BC
182
Bartlett & Co
Ohio
$138K -$957K -18,377 -88%
BCWM
183
Bartlett & Co Wealth Management
Ohio
$138K -$957K -18,377 -88%
AssetMark Inc
184
AssetMark Inc
California
$134K +$35K +671 +36%
Canada Life
185
Canada Life
Manitoba, Canada
$120K -$28.3K -544 -19%
US Bancorp
186
US Bancorp
Minnesota
$105K -$81.5K -1,565 -44%
C
187
Covestor
United Kingdom
$93K +$91.8K +1,762 +35,240%
HIA
188
Harbor Investment Advisory
Maryland
$85K
LIM
189
Longfellow Investment Management
Massachusetts
$69.7K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$56.6K -$12K -230 -18%
TFA
191
Toth Financial Advisory
Virginia
$52.5K
S
192
SignatureFD
Georgia
$48K +$9.22K +177 +24%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$47.9K +$12.3K +236 +35%
Osaic Holdings
194
Osaic Holdings
Arizona
$27.7K -$20.8K -399 -43%
Simplex Trading
195
Simplex Trading
Illinois
$22K -$160K -3,067 -88%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$13K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$10.2K -$729 -14 -7%
HCP
198
Hexagon Capital Partners
Arkansas
$7.25K
SWA
199
SOA Wealth Advisors
New York
$5.25K
TCOV
200
Trust Company of Vermont
Vermont
$5.25K

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.