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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

219 hedge funds and large institutions have $3.29B invested in Focus Financial Partners Inc. Class A in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.6M

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

9% less funds holding

Funds holding: 240219 (-21)

23% less capital invested

Capital invested by funds: $4.28B → $3.29B (-$995M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
93
Reduced
62
Closed
40
Calls
$46.4M
Puts
$18.6M
Net Calls
+$27.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$734M
WA
2
Wasatch Advisors
Utah
$277M -$5.79M -115,259 -2%
Capital World Investors
3
Capital World Investors
California
$251M +$736K +14,664 +0.3%
JP Morgan Chase
4
JP Morgan Chase
New York
$233M +$21.2M +423,216 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$220M +$18.2M +361,555 +8%
BlackRock
6
BlackRock
New York
$180M +$12.9M +257,246 +7%
Victory Capital Management
7
Victory Capital Management
Texas
$72.3M +$11.8M +235,306 +17%
Principal Financial Group
8
Principal Financial Group
Iowa
$59.6M +$7.75M +154,394 +13%
State Street
9
State Street
Massachusetts
$56.6M +$1.46M +28,987 +2%
TCM
10
TimesSquare Capital Management
New York
$54.8M -$2.69M -53,599 -4%
Jennison Associates
11
Jennison Associates
New York
$50.1M -$8.91M -177,446 -14%
Morgan Stanley
12
Morgan Stanley
New York
$48.5M -$7.25M -144,457 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47.8M -$1.36M -26,992 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$47.6M +$1.44M +28,651 +3%
WCM Investment Management
15
WCM Investment Management
California
$46.3M +$3.41M +67,886 +7%
DPCM
16
Darlington Partners Capital Management
California
$44.5M -$51M -1,016,030 -54%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$40.7M -$3.43M -68,370 -7%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$40.3M -$845K -16,822 -2%
Invesco
19
Invesco
Georgia
$40M -$1.09M -21,690 -2%
Northern Trust
20
Northern Trust
Illinois
$35.9M +$1.57M +31,336 +4%
Swedbank
21
Swedbank
Sweden
$35M +$1.2M +23,900 +3%
Ameriprise
22
Ameriprise
Minnesota
$32.1M +$3.77M +75,022 +12%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$30.6M -$385K -7,664 -1%
SFM
24
Soros Fund Management
New York
$28.2M
VOYA Investment Management
25
VOYA Investment Management
Georgia
$26.3M +$13.2M +261,986 +84%

FOCS Hedge Fund Activity: Q1 2022 in Review

219 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2022, worth a combined $3.29B — down 23% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FOCS and 24 opened new positions — a net loss of 16 holders — while 62 trimmed existing stakes and 93 added.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was Darlington Partners Capital Management, cutting an estimated $51M.

  • 219 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2022, down from 240 in Q4 2021.
  • Funds reported $3.29B of Focus Financial Partners Inc. Class A stock for Q1 2022, down 23% quarter-over-quarter.
  • 24 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2022 and 40 closed out, a net change of -16 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2022 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2022 was Darlington Partners Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2022.