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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

83 hedge funds and large institutions have $2.5B invested in Focus Financial Partners Inc. Class A in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $498K

Holders
83
Holders Change
+83
Holders Change %
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.16%
New
83
Increased
Reduced
Closed
Calls
$1.5M
Puts
$498K
Net Calls
+$1M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$1.02B +$913M +21,394,471 New
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$452M +$407M +9,523,809 New
ACM
3
AKRE Capital Management
Virginia
$131M +$117M +2,750,000 New
CP
4
Centerbridge Partners
New York
$113M +$102M +2,380,952 New
FCIM
5
Fairview Capital Investment Management
California
$77.2M +$69.5M +1,627,372 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$71.8M +$64.6M +1,513,144 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$66.4M +$59.7M +1,398,900 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$59.7M +$53.7M +1,257,101 New
BlackRock
9
BlackRock
New York
$59M +$53.1M +1,243,717 New
Federated Hermes
10
Federated Hermes
Pennsylvania
$50.5M +$45.4M +1,063,770 New
SC
11
Samlyn Capital
New York
$42M +$37.8M +885,444 New
ACL
12
Azora Capital LP
Florida
$40.2M +$36.2M +847,200 New
JP Morgan Chase
13
JP Morgan Chase
New York
$37.2M +$33.4M +782,789 New
TCM
14
TimesSquare Capital Management
New York
$30.2M +$27.2M +636,350 New
SPPAM
15
Summit Partners Public Asset Management
Massachusetts
$29.7M +$26.7M +625,000 New
ECM
16
Engle Capital Management
Connecticut
$20.9M +$18.8M +440,000 New
Millennium Management
17
Millennium Management
New York
$19.2M +$17.3M +405,152 New
Jennison Associates
18
Jennison Associates
New York
$17.1M +$15.4M +360,868 New
State Street
19
State Street
Massachusetts
$12.7M +$11.4M +266,624 New
O
20
OppenheimerFunds
New York
$12.4M +$11.2M +261,849 New
Franklin Resources
21
Franklin Resources
California
$12.3M +$11.1M +259,700 New
Northern Trust
22
Northern Trust
Illinois
$11M +$9.93M +232,522 New
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$11M +$9.89M +231,694 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$10.9M +$9.81M +229,804 New
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.59M +$8.63M +202,153 New

FOCS Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2018, worth a combined $2.5B.

Buyers outnumbered sellers: 83 funds opened new FOCS positions and 0 closed out — a net gain of 83 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stone Point Capital, opening a new position worth an estimated $913M.

  • 83 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $2.5B of Focus Financial Partners Inc. Class A stock for Q3 2018.
  • 83 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2018 and 0 closed out, a net change of +83 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2018 was Stone Point Capital, an estimated $913M added.

Based on aggregated 13F filings for Q3 2018.