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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
SPA
201
Sentinel Pension Advisors
Massachusetts
-$1.63M -47,744 Closed
BWA
202
Bordeaux Wealth Advisors
California
-$1.48M -43,339 Closed
WB
203
WesBanco Bank
West Virginia
-$563K -16,534 Closed
HIM
204
Hillsdale Investment Management
Ontario, Canada
-$525K -15,400 Closed
VI
205
Versor Investments
New York
-$440K -12,919 Closed
JG
206
Jefferies Group
New York
-$323K -9,494 Closed
Prudential Financial
207
Prudential Financial
New Jersey
-$295K -8,663 Closed
Squarepoint
208
Squarepoint
New York
-$290K -8,522 Closed
OAM
209
Oberweis Asset Management
Illinois
-$259K -7,600 Closed
PI
210
PEAK6 Investments
Illinois
-$232K -6,807 Closed
ZCM
211
Ziegler Capital Management
Illinois
-$214K -6,275 Closed
Creative Planning
212
Creative Planning
Kansas
-$208K -6,098 Closed
ACM
213
Aquatic Capital Management
Illinois
-$72K -2,100 Closed
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
-$60K -1,752 Closed
Bessemer Group
215
Bessemer Group
New Jersey
-$14K -410 Closed
RTC
216
Riverview Trust Company
Washington
-$12K -352 Closed
AF
217
Allworth Financial
California
-$10.1K -265 -99%
RIM
218
Rockbridge Investment Management
New York
-$3.71K -109 Closed
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
-$1K -21 Closed
MFT
220
Moisand Fitzgerald Tamayo
Florida
-$1K -17 Closed
C
221
Covestor
United Kingdom
-$38 -1 -14%
LFG
222
Larson Financial Group
Missouri
+$382 +10 New

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.