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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
HIA
201
Harbor Investment Advisory
Maryland
$84K
Citigroup
202
Citigroup
New York
$80.5K -$14.8K -308 -17%
LIM
203
Longfellow Investment Management
Massachusetts
$68.9K +$64K +1,328 New
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$68K
TFA
205
Toth Financial Advisory
Virginia
$51.9K
Osaic Holdings
206
Osaic Holdings
Arizona
$48.1K -$7.61K -158 -15%
S
207
SignatureFD
Georgia
$38.2K +$964 +20 +3%
Russell Investments Group
208
Russell Investments Group
United Kingdom
$35.1K +$32.6K +677 New
Allspring Global Investments
209
Allspring Global Investments
North Carolina
$31.4K -$19.3K -400 -40%
EI
210
Ellevest Inc
New York
$30.4K
BAM
211
Belpointe Asset Management
Nevada
$25.9K
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K -$4.94M -102,484 -100%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$13K -$7.57K -157 -38%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$10.8K
HCM
215
Hollencrest Capital Management
California
$7.78K
HCP
216
Hexagon Capital Partners
Arkansas
$7.16K -$578 -12 -8%
FHA
217
First Horizon Advisors
Tennessee
$6.79K -$1.21K -25 -16%
SWA
218
SOA Wealth Advisors
New York
$5.19K
TCOV
219
Trust Company of Vermont
Vermont
$5.19K
AIP
220
Ahrens Investment Partners
Louisiana
$3.48K +$3.23K +67 New
Bessemer Group
221
Bessemer Group
New Jersey
$3K +$3.23K +67 New
LC
222
Lindbrook Capital
California
$1.97K +$241 +5 +15%
QCG
223
Quadrant Capital Group
Ohio
$1.35K
BIA
224
Bell Investment Advisors
California
$1.19K -$530 -11 -32%
DA
225
Denali Advisors
California
$1.09K

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.