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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

101 hedge funds and large institutions have $1.97B invested in Focus Financial Partners Inc. Class A in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

43% more capital invested

Capital invested by funds: $1.37B → $1.97B (+$595M)

26% more funds holding

Funds holding: 80101 (+21)

Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.19%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
31
Increased
43
Reduced
16
Closed
10
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$762M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$339M
ACM
3
AKRE Capital Management
Virginia
$106M
Vanguard Group
4
Vanguard Group
Pennsylvania
$84.3M +$22.2M +704,385 +42%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$64.7M +$13.1M +414,500 +30%
CP
6
Centerbridge Partners
New York
$63.2M -$19.2M -608,517 -26%
FCIM
7
Fairview Capital Investment Management
California
$62.6M +$520K +16,500 +0.9%
JP Morgan Chase
8
JP Morgan Chase
New York
$58.6M +$4.04M +128,178 +8%
BlackRock
9
BlackRock
New York
$57.6M +$9.35M +296,604 +22%
TCM
10
TimesSquare Capital Management
New York
$44.9M +$11.7M +369,700 +41%
Federated Hermes
11
Federated Hermes
Pennsylvania
$36.4M -$3.88M -123,258 -11%
Capital World Investors
12
Capital World Investors
California
$35.1M +$8.37M +265,700 +37%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$20M +$5.07M +160,961 +40%
RI
14
Redwood Investments
Massachusetts
$18M +$10.5M +333,160 +193%
State Street
15
State Street
Massachusetts
$14.9M +$2.85M +90,556 +28%
Jennison Associates
16
Jennison Associates
New York
$12.1M -$693K -21,987 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.4M +$7.66M +242,961 +315%
Northern Trust
18
Northern Trust
Illinois
$10.9M +$2.27M +72,052 +31%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.6M +$2.37M +75,066 +34%
O
20
OppenheimerFunds
New York
$10M +$208K +6,595 +2%
CC
21
Chicago Capital
Illinois
$9.33M +$1.11M +35,313 +16%
BSW
22
Buckingham Strategic Wealth
Missouri
$9.27M +$8.2M +260,094 New
WAM
23
Winslow Asset Management
Ohio
$7.33M +$3.31M +104,935 +104%
Goldman Sachs
24
Goldman Sachs
New York
$7.07M +$1.03M +32,599 +20%
Millennium Management
25
Millennium Management
New York
$6.9M -$9.19M -291,471 -60%

FOCS Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2019, worth a combined $1.97B — up 43% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 10 closed out — a net gain of 21 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $22.2M. The largest seller was Centerbridge Partners, cutting an estimated $19.2M.

  • 101 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $1.97B of Focus Financial Partners Inc. Class A stock for Q1 2019, up 43% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2019 and 10 closed out, a net change of +21 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2019 was Vanguard Group, an estimated $22.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2019 was Centerbridge Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.