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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

116 hedge funds and large institutions have $1.35B invested in Focus Financial Partners Inc. Class A in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 112116 (+4)

9% less capital invested

Capital invested by funds: $1.49B → $1.35B (-$141M)

91% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $32.8M

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
15
Increased
55
Reduced
20
Closed
11
Calls
$3.1M
Puts
$32.8M
Net Calls
-$29.7M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$509M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$227M
JP Morgan Chase
3
JP Morgan Chase
New York
$71.2M +$21.3M +864,716 +41%
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.8M -$6.03M -245,245 -9%
TCM
5
TimesSquare Capital Management
New York
$56.7M +$11.1M +452,435 +23%
BlackRock
6
BlackRock
New York
$53.6M +$10.4M +420,987 +23%
Capital World Investors
7
Capital World Investors
California
$50.8M +$23.9M +972,369 +84%
FCIM
8
Fairview Capital Investment Management
California
$44.3M +$512K +20,800 +1%
RSWM
9
Robertson Stephens Wealth Management
California
$24.3M +$25.1M +1,020,000 New
CP
10
Centerbridge Partners
New York
$21.5M
Federated Hermes
11
Federated Hermes
Pennsylvania
$17M
State Street
12
State Street
Massachusetts
$13.5M +$886K +36,030 +7%
Jennison Associates
13
Jennison Associates
New York
$12.9M +$5.47M +222,339 +69%
PFMOSF
14
Philadelphia Financial Management of San Francisco
California
$11.8M +$6.63M +269,553 +120%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.37M +$1.52M +61,642 +19%
Northern Trust
16
Northern Trust
Illinois
$9.01M +$1.56M +63,393 +20%
Goldman Sachs
17
Goldman Sachs
New York
$8.93M +$7.52M +305,714 +441%
BSW
18
Buckingham Strategic Wealth
Missouri
$8.36M +$160K +6,495 +2%
Marshall Wace
19
Marshall Wace
United Kingdom
$7.97M +$6.9M +280,627 +517%
PCM
20
Peregrine Capital Management
Minnesota
$7.19M +$245K +9,947 +3%
Invesco
21
Invesco
Georgia
$7.05M +$214K +8,681 +3%
Millennium Management
22
Millennium Management
New York
$6.26M +$1.74M +70,767 +37%
MWNA
23
Marshall Wace North America
New York
$5.92M +$6.12M +248,822 New
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.79M +$5.99M +243,486 New
WAM
25
Winslow Asset Management
Ohio
$4.96M +$289K +11,744 +6%

FOCS Hedge Fund Activity: Q3 2019 in Review

116 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2019, worth a combined $1.35B — down 9.5% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FOCS positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 20 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $25.1M. The largest seller was Fidelity Investments, exiting entirely with an estimated $61.6M sold.

  • 116 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2019, up from 112 in Q2 2019.
  • Funds reported $1.35B of Focus Financial Partners Inc. Class A stock for Q3 2019, down 9.5% quarter-over-quarter.
  • 15 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2019 was Robertson Stephens Wealth Management, an estimated $25.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2019 was Fidelity Investments, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2019.