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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$17K -$8.03K -160 -30%
ACM
202
Aquatic Capital Management
Illinois
$14K +$15.1K +300 New
APA
203
American Portfolios Advisors
New York
$11.3K
CA
204
Clearstead Advisors
Ohio
$11K +$12.3K +245 New
RIM
205
Rockbridge Investment Management
New York
$9.2K +$10K +200 New
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$9K
DWP
207
Destiny Wealth Partners
Florida
$7K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.13K +142 +1,183%
IA
209
IFP Advisors
Florida
$6K +$7.38K +147 New
S
210
SignatureFD
Georgia
$5K -$1.21K -24 -17%
SWM
211
Spire Wealth Management
Virginia
$5K
HFA
212
HC Financial Advisors
California
$4K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$4K
SWA
214
SOA Wealth Advisors
New York
$4K
MFT
215
Moisand Fitzgerald Tamayo
Florida
$2K +$1.81K +36 New
QCG
216
Quadrant Capital Group
Ohio
$1K
ACL
217
Azora Capital LP
Florida
-$12.8M -213,875 Closed
Voloridge Investment Management
218
Voloridge Investment Management
Florida
-$6.74M -112,855 Closed
GCM
219
Ghisallo Capital Management
Massachusetts
-$4.48M -75,000 Closed
Calamos Advisors
220
Calamos Advisors
Illinois
-$4.11M -68,726 Closed
BC
221
Brookfield Corp
Ontario, Canada
-$3.49M -58,470 Closed
MIM
222
Monashee Investment Management
Massachusetts
-$3.29M -55,000 Closed
CH
223
Canton Hathaway
Rhode Island
-$1.93M -32,300 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
-$1.73M -29,036 Closed
Walleye Capital
225
Walleye Capital
New York
-$1.28M -21,408 Closed

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.