Focus Financial Partners Inc. Class A
FOCS
FOCS was delisted on the 30th of August, 2023.
240 hedge funds and large institutions have $4.28B invested in Focus Financial Partners Inc. Class A in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 12 closing their positions.
258% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
24% more capital invested
Capital invested by funds: $3.46B → $4.28B (+$822M)
14% more funds holding
Funds holding: 211 → 240 (+29)
43% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $21.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$180M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$90.5M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$21.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$30.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$24.1M |
| 3 |
JP Morgan Chase
New York
|
-$23.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$23.1M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$14.7M |
FOCS Hedge Fund Activity: Q4 2021 in Review
240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2021, worth a combined $4.28B — up 24% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FOCS positions and 12 closed out — a net gain of 31 holders — while 90 added to existing stakes and 72 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $180M. The largest seller was Massachusetts Financial Services, cutting an estimated $30.2M.
- 240 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2021, up from 211 in Q3 2021.
- Funds reported $4.28B of Focus Financial Partners Inc. Class A stock for Q4 2021, up 24% quarter-over-quarter.
- 43 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2021 and 12 closed out, a net change of +31 holders.
- The largest Focus Financial Partners Inc. Class A buyer in Q4 2021 was Wasatch Advisors, an estimated $180M added.
- The largest Focus Financial Partners Inc. Class A seller in Q4 2021 was Massachusetts Financial Services, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2021.