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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

179 hedge funds and large institutions have $2.78B invested in Focus Financial Partners Inc. Class A in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $1.41M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.34B → $2.78B (+$440M)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

10% less funds holding

Funds holding: 198179 (-19)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
179
Holders Change
-19
Holders Change %
-9.6%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
67
Reduced
71
Closed
27
Calls
$4.18M
Puts
$1.41M
Net Calls
+$2.77M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$598M
WA
2
Wasatch Advisors
Utah
$273M -$10.8M -303,802 -4%
Capital World Investors
3
Capital World Investors
California
$203M +$39.8K +1,119 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$192M +$1.38M +38,790 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$190M +$6.68M +187,796 +4%
BlackRock
6
BlackRock
New York
$141M +$2.96M +83,234 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$111M +$68.1M +1,913,404 +181%
DPCM
8
Darlington Partners Capital Management
California
$94.6M +$65.1K +1,829 +0.1%
Macquarie Group
9
Macquarie Group
Australia
$85.5M +$16.6M +465,460 +25%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$80.9M -$2.68M -75,326 -3%
Principal Financial Group
11
Principal Financial Group
Iowa
$61.4M -$4.18M -117,513 -7%
State Street
12
State Street
Massachusetts
$45.6M +$736K +20,689 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.5M +$1.56M +43,936 +4%
Invesco
14
Invesco
Georgia
$38.4M +$5.01M +140,822 +16%
WCM Investment Management
15
WCM Investment Management
California
$38.3M +$352K +9,883 +1%
TCM
16
TimesSquare Capital Management
New York
$32.9M -$11.5M -321,750 -27%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$31.6M -$721K -20,253 -2%
Ameriprise
18
Ameriprise
Minnesota
$31M +$5.95M +167,258 +25%
Swedbank
19
Swedbank
Sweden
$31M -$3.43M -96,500 -10%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$28M -$27M -758,969 -50%
Northern Trust
21
Northern Trust
Illinois
$27.3M -$550K -15,445 -2%
SFM
22
Soros Fund Management
New York
$22.9M
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$19.8M +$2.94M +82,500 +18%
Charles Schwab
24
Charles Schwab
California
$19M +$1.11M +31,177 +7%
Victory Capital Management
25
Victory Capital Management
Texas
$18.8M -$7.8M -219,243 -30%

FOCS Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2022, worth a combined $2.78B — up 19% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FOCS and 12 opened new positions — a net loss of 15 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Janus Henderson Group, cutting an estimated $27M.

  • 179 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $2.78B of Focus Financial Partners Inc. Class A stock for Q4 2022, up 19% quarter-over-quarter.
  • 12 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2022 and 27 closed out, a net change of -15 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2022 was Fidelity Investments, an estimated $68.1M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2022 was Janus Henderson Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2022.