We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

199 hedge funds and large institutions have $2.7B invested in Focus Financial Partners Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

130% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 37

21% more funds holding

Funds holding: 164199 (+35)

12% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $3.19M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $2.77B → $2.7B (-$72.6M)

Holders
199
Holders Change
+35
Holders Change %
+21.34%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
57
Increased
85
Reduced
37
Closed
21
Calls
$3.57M
Puts
$3.19M
Net Calls
+$374K
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$668M -$259M -5,345,496 -25%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$297M -$115M -2,379,565 -25%
JP Morgan Chase
3
JP Morgan Chase
New York
$213M +$22.7M +468,069 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$132M +$12.7M +263,093 +9%
BlackRock
5
BlackRock
New York
$114M +$26.8M +553,915 +25%
Capital World Investors
6
Capital World Investors
California
$106M +$7.43M +153,402 +6%
FCIM
7
Fairview Capital Investment Management
California
$104M +$15.3M +315,600 +14%
Morgan Stanley
8
Morgan Stanley
New York
$72.2M +$37.2M +769,362 +80%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$61M +$13M +268,973 +22%
Jennison Associates
10
Jennison Associates
New York
$54.8M +$8.36M +172,767 +15%
TCM
11
TimesSquare Capital Management
New York
$39.9M -$2.06M -42,520 -4%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$39.8M -$149K -3,075 -0.3%
WCM Investment Management
13
WCM Investment Management
California
$39.1M +$4.76M +98,221 +12%
Invesco
14
Invesco
Georgia
$38.1M +$10M +206,760 +29%
Swedbank
15
Swedbank
Sweden
$34.5M +$40.2M +830,000 New
Principal Financial Group
16
Principal Financial Group
Iowa
$31.2M +$35.9M +741,151 +9,304%
State Street
17
State Street
Massachusetts
$29.9M +$4.65M +96,131 +15%
SFM
18
Soros Fund Management
New York
$29.3M +$6.56M +135,512 +24%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$27.6M +$6.84M +141,366 +27%
Northern Trust
20
Northern Trust
Illinois
$26.2M +$4.02M +82,949 +15%
Victory Capital Management
21
Victory Capital Management
Texas
$24.1M -$2.53M -52,292 -8%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$22.1M +$218K +4,498 +0.9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$21.8M -$4.97M -102,600 -16%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$19.4M +$21.7M +447,191 +2,435%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M +$3.34M +68,978 +18%

FOCS Hedge Fund Activity: Q1 2021 in Review

199 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2021, worth a combined $2.7B — down 2.6% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FOCS positions and 21 closed out — a net gain of 36 holders — while 85 added to existing stakes and 37 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $40.2M. The largest seller was Stone Point Capital, cutting an estimated $259M.

  • 199 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2021, up from 164 in Q4 2020.
  • Funds reported $2.7B of Focus Financial Partners Inc. Class A stock for Q1 2021, down 2.6% quarter-over-quarter.
  • 57 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2021 and 21 closed out, a net change of +36 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2021 was Swedbank, an estimated $40.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2021 was Stone Point Capital, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2021.