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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

80 hedge funds and large institutions have $1.37B invested in Focus Financial Partners Inc. Class A in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

4% less funds holding

Funds holding: 8380 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

45% less capital invested

Capital invested by funds: $2.5B → $1.37B (-$1.13B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
19
Increased
31
Reduced
20
Closed
22
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
-$769K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$563M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$251M
ACM
3
AKRE Capital Management
Virginia
$78.2M +$7.67M +220,000 +8%
CP
4
Centerbridge Partners
New York
$62.7M
FCIM
5
Fairview Capital Investment Management
California
$45.8M +$3.97M +113,897 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$43.7M +$5.13M +147,058 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$39.9M +$25.5M +732,320 +94%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$36.9M +$115K +3,300 +0.2%
BlackRock
9
BlackRock
New York
$34.8M +$2.67M +76,469 +6%
Federated Hermes
10
Federated Hermes
Pennsylvania
$30.2M +$2.87M +82,191 +8%
TCM
11
TimesSquare Capital Management
New York
$23.5M +$8.89M +254,950 +40%
Capital World Investors
12
Capital World Investors
California
$19M +$25.1M +720,000 New
ACL
13
Azora Capital LP
Florida
$14.1M -$10.9M -312,411 -37%
Millennium Management
14
Millennium Management
New York
$12.8M +$2.78M +79,822 +20%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$10.6M -$29.9M -855,938 -68%
Jennison Associates
16
Jennison Associates
New York
$9.54M +$50.8K +1,457 +0.4%
State Street
17
State Street
Massachusetts
$8.6M +$2.09M +60,014 +23%
O
18
OppenheimerFunds
New York
$7.25M +$469K +13,446 +5%
Franklin Resources
19
Franklin Resources
California
$6.91M +$97.7K +2,800 +1%
Northern Trust
20
Northern Trust
Illinois
$6.15M +$41.2K +1,181 +0.5%
CC
21
Chicago Capital
Illinois
$5.96M +$7.9M +226,467 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.84M -$284K -8,128 -4%
PCM
23
Peregrine Capital Management
Minnesota
$5.1M -$42.3K -1,212 -0.6%
PI
24
Putnam Investments
Massachusetts
$4.77M
RI
25
Redwood Investments
Massachusetts
$4.54M +$354K +10,139 +6%

FOCS Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2018, worth a combined $1.37B — down 45% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FOCS and 19 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was JP Morgan Chase, adding an estimated $25.5M. The largest seller was Samlyn Capital, exiting entirely with an estimated $42M sold.

  • 80 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2018, down from 83 in Q3 2018.
  • Funds reported $1.37B of Focus Financial Partners Inc. Class A stock for Q4 2018, down 45% quarter-over-quarter.
  • 19 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2018 and 22 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2018 was JP Morgan Chase, an estimated $25.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2018 was Samlyn Capital, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2018.