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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

198 hedge funds and large institutions have $2.34B invested in Focus Financial Partners Inc. Class A in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $2.02M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

2% less funds holding

Funds holding: 203198 (-5)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$183M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
73
Reduced
62
Closed
25
Calls
$3.26M
Puts
$2.02M
Net Calls
+$1.24M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$506M
WA
2
Wasatch Advisors
Utah
$240M +$29.1M +761,829 +11%
Capital World Investors
3
Capital World Investors
California
$172M +$2.52K +66 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$161M -$6.33M -165,874 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$154M +$1.14M +29,843 +0.6%
BlackRock
6
BlackRock
New York
$116M -$2.73M -71,555 -2%
DPCM
7
Darlington Partners Capital Management
California
$79.9M +$12.8M +335,492 +15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$70.8M +$7.64M +200,261 +10%
Macquarie Group
9
Macquarie Group
Australia
$57.6M +$33.3M +872,401 +91%
Principal Financial Group
10
Principal Financial Group
Iowa
$55.6M +$3.06M +80,227 +5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$47.6M +$28.8M +755,480 +100%
TCM
12
TimesSquare Capital Management
New York
$38M -$7.12M -186,690 -13%
State Street
13
State Street
Massachusetts
$37.9M -$1.4M -36,764 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$33.3M +$502K +13,163 +1%
WCM Investment Management
15
WCM Investment Management
California
$32.9M +$599K +15,706 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$32.8M +$1.19M +31,266 +3%
Swedbank
17
Swedbank
Sweden
$29.2M +$2.02M +53,000 +6%
Invesco
18
Invesco
Georgia
$28.1M +$3.17M +83,069 +10%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$27.3M -$398K -10,428 -1%
Northern Trust
20
Northern Trust
Illinois
$23.5M +$657K +17,207 +2%
Victory Capital Management
21
Victory Capital Management
Texas
$22.8M -$13.1M -343,663 -32%
Ameriprise
22
Ameriprise
Minnesota
$20.9M +$511K +13,388 +2%
SFM
23
Soros Fund Management
New York
$19.4M
VOYA Investment Management
24
VOYA Investment Management
Georgia
$15.8M +$1.16M +30,472 +6%
Charles Schwab
25
Charles Schwab
California
$15.1M +$1.61M +42,198 +10%

FOCS Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q3 2022, worth a combined $2.34B — down 7.3% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FOCS and 22 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Macquarie Group, adding an estimated $33.3M. The largest seller was Millennium Management, cutting an estimated $21.4M.

  • 198 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q3 2022, down from 203 in Q2 2022.
  • Funds reported $2.34B of Focus Financial Partners Inc. Class A stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 22 funds opened new Focus Financial Partners Inc. Class A positions in Q3 2022 and 25 closed out, a net change of -3 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q3 2022 was Macquarie Group, an estimated $33.3M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q3 2022 was Millennium Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.