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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

149 hedge funds and large institutions have $2.06B invested in Focus Financial Partners Inc. Class A in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

58% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $2.27M

14% more funds holding

Funds holding: 131149 (+18)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
34
Increased
47
Reduced
42
Closed
15
Calls
$3.6M
Puts
$2.27M
Net Calls
+$1.32M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$702M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$312M
JP Morgan Chase
3
JP Morgan Chase
New York
$157M +$11.3M +319,471 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$91.6M -$3.63M -102,560 -4%
Capital World Investors
5
Capital World Investors
California
$78.6M +$527K +14,900 +0.6%
FCIM
6
Fairview Capital Investment Management
California
$71.7M -$6.04M -170,700 -7%
BlackRock
7
BlackRock
New York
$67.4M -$8.36M -236,420 -10%
Jennison Associates
8
Jennison Associates
New York
$35.6M +$19.3M +544,946 +100%
TCM
9
TimesSquare Capital Management
New York
$33.6M -$8.31M -235,009 -19%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$28.9M +$31.2M +881,613 New
WCM Investment Management
11
WCM Investment Management
California
$28.4M +$4.33M +122,329 +16%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$27.4M +$29.5M +835,382 New
Victory Capital Management
13
Victory Capital Management
Texas
$21M +$7.54M +213,047 +50%
State Street
14
State Street
Massachusetts
$20.5M -$542K -15,314 -2%
SFM
15
Soros Fund Management
New York
$19.2M +$2.89M +81,680 +16%
Invesco
16
Invesco
Georgia
$18.3M +$4.98M +140,833 +34%
Northern Trust
17
Northern Trust
Illinois
$17.5M +$473K +13,379 +3%
PCM
18
Peregrine Capital Management
Minnesota
$17.3M -$1.78M -50,313 -9%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$16.5M -$392K -11,085 -2%
CP
20
Centerbridge Partners
New York
$16.4M -$14.2M -400,212 -44%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$15.9M +$592K +16,738 +4%
BSW
22
Buckingham Strategic Wealth
Missouri
$13M +$8.91M +251,941 +174%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$13M +$8.38M +237,068 +149%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M +$4.08M +115,315 +42%
Ameriprise
25
Ameriprise
Minnesota
$11.4M +$881K +24,921 +8%

FOCS Hedge Fund Activity: Q3 2020 in Review

149 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2020, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FOCS positions and 15 closed out — a net gain of 19 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $31.2M. The largest seller was Centerbridge Partners, cutting an estimated $14.2M.

  • 149 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $2.06B of Focus Financial Partners Inc. Class A stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 34 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2020 and 15 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2020 was Massachusetts Financial Services, an estimated $31.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2020 was Centerbridge Partners, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2020.