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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

211 hedge funds and large institutions have $3.46B invested in Focus Financial Partners Inc. Class A in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

10% more capital invested

Capital invested by funds: $3.14B → $3.46B (+$320M)

1% more funds holding

Funds holding: 208211 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less call options, than puts

Call options by funds: $7.69M | Put options by funds: $9.75M

Holders
211
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
83
Reduced
52
Closed
32
Calls
$7.69M
Puts
$9.75M
Net Calls
-$2.06M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$840M
JP Morgan Chase
2
JP Morgan Chase
New York
$264M -$10.7M -209,100 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$218M -$17.9M -350,488 -8%
Capital World Investors
4
Capital World Investors
California
$210M
BlackRock
5
BlackRock
New York
$190M +$10.9M +213,547 +6%
WA
6
Wasatch Advisors
Utah
$172M -$459K -8,986 -0.3%
Victory Capital Management
7
Victory Capital Management
Texas
$90.7M +$63.9M +1,251,684 +260%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$78.4M +$1.84M +36,089 +2%
Jennison Associates
9
Jennison Associates
New York
$76.3M +$6.25M +122,248 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$60.1M +$1.51M +29,638 +3%
State Street
11
State Street
Massachusetts
$57.2M +$6.62M +129,571 +13%
Invesco
12
Invesco
Georgia
$56.6M +$22.7K +445 +0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$55.7M +$9.51M +186,067 +21%
WCM Investment Management
14
WCM Investment Management
California
$54.8M +$2.71M +52,992 +5%
Morgan Stanley
15
Morgan Stanley
New York
$54.5M -$1.32M -25,824 -2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$48.3M -$731K -14,317 -2%
TCM
17
TimesSquare Capital Management
New York
$47.5M +$61.3K +1,200 +0.1%
Swedbank
18
Swedbank
Sweden
$44.8M +$1.3M +25,400 +3%
Northern Trust
19
Northern Trust
Illinois
$41.8M +$2.61M +50,991 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$41.6M +$7.54M +147,645 +23%
SFM
21
Soros Fund Management
New York
$40.1M +$69.8K +1,366 +0.2%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$34.3M +$1.64M +32,193 +5%
Ameriprise
23
Ameriprise
Minnesota
$30M +$4.57M +89,361 +18%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$28.4M +$1.27M +24,783 +5%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.8M +$2.77M +54,301 +11%

FOCS Hedge Fund Activity: Q3 2021 in Review

211 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2021, worth a combined $3.46B — up 10% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FOCS positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 52 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $63.9M. The largest seller was Millennium Management, cutting an estimated $26M.

  • 211 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $3.46B of Focus Financial Partners Inc. Class A stock for Q3 2021, up 10% quarter-over-quarter.
  • 37 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2021 and 32 closed out, a net change of +5 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2021 was Victory Capital Management, an estimated $63.9M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2021 was Millennium Management, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2021.