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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
Bessemer Group
201
Bessemer Group
New Jersey
$4K
LC
202
Lindbrook Capital
California
$2.36K +$365 +7 +18%
DA
203
Denali Advisors
California
$1.42K +$313 +6 +29%
QCG
204
Quadrant Capital Group
Ohio
$1.37K
BIA
205
Bell Investment Advisors
California
$1.21K
LFG
206
Larson Financial Group
Missouri
$525
CFGS
207
Concourse Financial Group Securities
Alabama
$420 +$417 +8 New
AF
208
Allworth Financial
California
$263
Capital World Investors
209
Capital World Investors
California
-$316M -6,092,402 Closed
DPCM
210
Darlington Partners Capital Management
California
-$44.5M -857,035 Closed
WA
211
Wasatch Advisors
Utah
-$32.6M -628,322 Closed
Swedbank
212
Swedbank
Sweden
-$25.5M -492,000 Closed
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
-$18.9M -364,441 Closed
BSCM
214
Berry Street Capital Management
United Kingdom
-$11.7M -225,000 Closed
DAM
215
DLD Asset Management
New York
-$9.67M -186,500 Closed
PFC
216
Phocas Financial Corp
California
-$7.62M -146,933 Closed
PCM
217
Peregrine Capital Management
Minnesota
-$7.55M -145,573 Closed
Hudson Bay Capital Management
218
Hudson Bay Capital Management
Connecticut
-$6.26M -120,603 Closed
RA
219
Ramius Advisors
New York
-$6M -115,588 Closed
EMCIP
220
Ewing Morris & Co Investment Partners
Ontario, Canada
-$4.08M -78,660 Closed
Two Sigma Advisers
221
Two Sigma Advisers
New York
-$4.08M -78,600 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
-$3.74M -72,031 Closed
BFM
223
Boothbay Fund Management
New York
-$3.66M -70,561 Closed
BC
224
Brookfield Corp
Ontario, Canada
-$3.11M -60,000 Closed
DWM
225
Dorchester Wealth Management
Quebec, Canada
-$2.1M -40,500 Closed

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.