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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.14B invested in Focus Financial Partners Inc. Class A in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

31% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $7.09M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $2.7B → $3.14B (+$441M)

5% more funds holding

Funds holding: 199208 (+9)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
79
Reduced
46
Closed
41
Calls
$9.32M
Puts
$7.09M
Net Calls
+$2.22M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$778M
JP Morgan Chase
2
JP Morgan Chase
New York
$254M +$5.95M +123,237 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$219M +$64.8M +1,342,115 +42%
Capital World Investors
4
Capital World Investors
California
$195M +$70.8M +1,466,678 +58%
BlackRock
5
BlackRock
New York
$165M +$31.9M +660,777 +24%
WA
6
Wasatch Advisors
Utah
$160M +$159M +3,288,883 New
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$70.9M -$202K -4,182 -0.3%
Jennison Associates
8
Jennison Associates
New York
$64.7M +$917K +19,011 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$54.2M +$17.8M +368,596 +49%
Invesco
10
Invesco
Georgia
$52.4M +$8.01M +165,990 +18%
Morgan Stanley
11
Morgan Stanley
New York
$51.7M -$32.3M -668,528 -39%
WCM Investment Management
12
WCM Investment Management
California
$48.2M +$2.54M +52,746 +6%
State Street
13
State Street
Massachusetts
$46.7M +$11.8M +243,592 +34%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$45.5M -$916K -18,992 -2%
TCM
15
TimesSquare Capital Management
New York
$44M -$2.56M -53,050 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42.5M +$10.3M +213,586 +32%
Swedbank
17
Swedbank
Sweden
$40.3M
SFM
18
Soros Fund Management
New York
$37.1M +$2.89M +60,000 +9%
Northern Trust
19
Northern Trust
Illinois
$36.2M +$5.67M +117,419 +19%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$31.4M +$5.97M +123,775 +24%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$30.2M +$4.47M +92,698 +17%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$28M +$5.37M +111,382 +24%
Millennium Management
23
Millennium Management
New York
$26.7M +$8.92M +184,778 +51%
Macquarie Group
24
Macquarie Group
Australia
$25.2M +$21.6M +448,173 +631%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$25.1M +$24.2M +501,525 +3,006%

FOCS Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2021, worth a combined $3.14B — up 16% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FOCS positions and 41 closed out — a net gain of 10 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $159M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $297M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.14B of Focus Financial Partners Inc. Class A stock for Q2 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2021 and 41 closed out, a net change of +10 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2021 was Wasatch Advisors, an estimated $159M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2021.