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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

203 hedge funds and large institutions have $2.52B invested in Focus Financial Partners Inc. Class A in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.14M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% less funds holding

Funds holding: 219203 (-16)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

23% less capital invested

Capital invested by funds: $3.29B → $2.52B (-$767M)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
67
Reduced
81
Closed
35
Calls
$15.2M
Puts
$4.14M
Net Calls
+$11.1M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$547M
WA
2
Wasatch Advisors
Utah
$234M +$30.7M +804,697 +13%
Capital World Investors
3
Capital World Investors
California
$186M -$1.3M -34,086 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$180M +$7.77M +203,395 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$166M +$1.88M +49,118 +1%
BlackRock
6
BlackRock
New York
$128M -$6.87M -179,880 -5%
DPCM
7
Darlington Partners Capital Management
California
$74.9M +$51.3M +1,343,420 +157%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$69.7M +$38.4M +1,006,112 +97%
Principal Financial Group
9
Principal Financial Group
Iowa
$57.4M +$14.6M +382,989 +29%
TCM
10
TimesSquare Capital Management
New York
$47.4M +$7.36M +192,630 +16%
State Street
11
State Street
Massachusetts
$42.2M +$25.9K +679 +0.1%
Victory Capital Management
12
Victory Capital Management
Texas
$36.4M -$19.6M -512,281 -32%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$35.6M +$5.92M +154,958 +17%
WCM Investment Management
14
WCM Investment Management
California
$35.3M -$382K -9,995 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$34.4M -$1.34M -35,037 -3%
Macquarie Group
16
Macquarie Group
Australia
$32.6M +$17.3M +452,476 +90%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$29.9M -$170K -4,460 -0.5%
Swedbank
18
Swedbank
Sweden
$29.8M +$4.14M +108,300 +14%
Invesco
19
Invesco
Georgia
$27.5M -$2.54M -66,520 -8%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$25.7M +$3.29M +86,050 +13%
Northern Trust
21
Northern Trust
Illinois
$24.8M -$2.09M -54,762 -7%
Ameriprise
22
Ameriprise
Minnesota
$22.3M -$1.91M -49,897 -7%
Millennium Management
23
Millennium Management
New York
$21.9M +$17.9M +468,354 +270%
Jennison Associates
24
Jennison Associates
New York
$21.8M -$17.4M -454,265 -42%
SFM
25
Soros Fund Management
New York
$21M

FOCS Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2022, worth a combined $2.52B — down 23% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FOCS and 23 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 67 added.

The largest buyer was Darlington Partners Capital Management, adding an estimated $51.3M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 203 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2022, down from 219 in Q1 2022.
  • Funds reported $2.52B of Focus Financial Partners Inc. Class A stock for Q2 2022, down 23% quarter-over-quarter.
  • 23 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2022 and 35 closed out, a net change of -12 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2022 was Darlington Partners Capital Management, an estimated $51.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2022 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.