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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

131 hedge funds and large institutions have $1.95B invested in Focus Financial Partners Inc. Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.02M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

42% more capital invested

Capital invested by funds: $1.37B → $1.95B (+$580M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

17% more funds holding

Funds holding: 112131 (+19)

Holders
131
Holders Change
+19
Holders Change %
+16.96%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
31
Increased
44
Reduced
34
Closed
11
Calls
$4.89M
Puts
$1.02M
Net Calls
+$3.87M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$707M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$315M
JP Morgan Chase
3
JP Morgan Chase
New York
$147M +$206K +8,239 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.8M +$5.18M +207,060 +8%
Capital World Investors
5
Capital World Investors
California
$78.7M +$661K +26,400 +1%
FCIM
6
Fairview Capital Investment Management
California
$77.9M +$345K +13,800 +0.6%
BlackRock
7
BlackRock
New York
$75.7M +$1.52M +60,911 +3%
TCM
8
TimesSquare Capital Management
New York
$41.6M -$12.2M -487,015 -28%
CP
9
Centerbridge Partners
New York
$29.8M
WCM Investment Management
10
WCM Investment Management
California
$24.6M +$1.18M +47,188 +7%
State Street
11
State Street
Massachusetts
$21.1M +$711K +28,407 +5%
PCM
12
Peregrine Capital Management
Minnesota
$19.1M -$487K -19,475 -3%
Jennison Associates
13
Jennison Associates
New York
$17.9M -$150K -6,000 -1%
Northern Trust
14
Northern Trust
Illinois
$17.2M +$1.11M +44,250 +9%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$17M -$7.5M -299,758 -37%
SFM
16
Soros Fund Management
New York
$16.6M +$7.93M +316,812 +170%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$15.5M +$486K +19,433 +4%
Victory Capital Management
18
Victory Capital Management
Texas
$14.1M +$10.5M +421,126 +7,288%
Invesco
19
Invesco
Georgia
$13.8M +$307K +12,248 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$10.8M -$4.12M -164,514 -34%
Ameriprise
21
Ameriprise
Minnesota
$10.6M +$5.64M +225,441 +234%
GGPE
22
Golden Gate Private Equity
California
$10.2M +$969K +38,727 +14%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.23M +$6.31M +252,065 +1,214%
SAM
24
Skyline Asset Management
Illinois
$8.02M +$140K +5,600 +2%
WAM
25
Winslow Asset Management
Ohio
$7.41M -$51.5K -2,056 -0.9%

FOCS Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2020, worth a combined $1.95B — up 42% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FOCS positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $23M sold.

  • 131 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $1.95B of Focus Financial Partners Inc. Class A stock for Q2 2020, up 42% quarter-over-quarter.
  • 31 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2020 and 11 closed out, a net change of +20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2020 was Robertson Stephens Wealth Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2020.