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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

112 hedge funds and large institutions have $1.49B invested in Focus Financial Partners Inc. Class A in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

11% more funds holding

Funds holding: 101112 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.97B → $1.49B (-$475M)

98% less call options, than puts

Call options by funds: $315K | Put options by funds: $18.5M

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
48
Reduced
20
Closed
15
Calls
$315K
Puts
$18.5M
Net Calls
-$18.2M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$584M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$260M
Vanguard Group
3
Vanguard Group
Pennsylvania
$74.1M +$11.4M +350,511 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.6M +$14.3M +437,827 +24%
JP Morgan Chase
5
JP Morgan Chase
New York
$58.5M +$15.8M +483,780 +29%
TCM
6
TimesSquare Capital Management
New York
$52.7M +$21.8M +669,645 +53%
FCIM
7
Fairview Capital Investment Management
California
$50.3M +$2.76M +84,575 +5%
BlackRock
8
BlackRock
New York
$50.1M +$7.05M +216,162 +13%
Capital World Investors
9
Capital World Investors
California
$31.8M +$5.8M +178,000 +18%
CP
10
Centerbridge Partners
New York
$24.6M -$28.4M -870,600 -49%
Federated Hermes
11
Federated Hermes
Pennsylvania
$19.5M -$10M -307,703 -30%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$18.1M +$3.34M +102,420 +18%
RI
13
Redwood Investments
Massachusetts
$15.2M +$1.66M +50,852 +10%
State Street
14
State Street
Massachusetts
$14.5M +$3.67M +112,551 +27%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.1M +$6.43M +197,326 +62%
BSW
16
Buckingham Strategic Wealth
Missouri
$9.42M +$2.76M +84,705 +33%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$9.07M +$1.15M +35,308 +12%
Jennison Associates
18
Jennison Associates
New York
$8.77M -$631K -19,358 -6%
Northern Trust
19
Northern Trust
Illinois
$8.6M +$301K +9,244 +3%
PCM
20
Peregrine Capital Management
Minnesota
$7.98M +$3.32M +101,829 +54%
Invesco
21
Invesco
Georgia
$7.86M +$9.12M +279,843 +3,557%
CC
22
Chicago Capital
Illinois
$7.65M +$599K +18,383 +7%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$6.16M +$7.35M +225,407 New
WAM
24
Winslow Asset Management
Ohio
$5.37M -$291K -8,925 -4%
Millennium Management
25
Millennium Management
New York
$5.25M -$38.5K -1,181 -0.6%

FOCS Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2019, worth a combined $1.49B — down 24% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FOCS positions and 15 closed out — a net gain of 14 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $21.8M. The largest seller was AKRE Capital Management, exiting entirely with an estimated $106M sold.

  • 112 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $1.49B of Focus Financial Partners Inc. Class A stock for Q2 2019, down 24% quarter-over-quarter.
  • 29 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2019 and 15 closed out, a net change of +14 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2019 was TimesSquare Capital Management, an estimated $21.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2019 was AKRE Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2019.