We are live on ! Find out more
FOCS

Focus Financial Partners Inc. Class A

Delisted

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

229 hedge funds and large institutions have $3.72B invested in Focus Financial Partners Inc. Class A in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $1.82M

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

34% more capital invested

Capital invested by funds: $2.78B → $3.72B (+$945M)

28% more funds holding

Funds holding: 179229 (+50)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
229
Holders Change
+50
Holders Change %
+27.93%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
77
Increased
44
Reduced
68
Closed
26
Calls
$20.6M
Puts
$1.82M
Net Calls
+$18.7M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$832M
Capital World Investors
2
Capital World Investors
California
$316M +$30.9M +641,100 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$256M -$7.17M -148,823 -3%
BlackRock
4
BlackRock
New York
$200M +$3.51M +72,755 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$137M -$122M -2,526,474 -49%
Fidelity International
6
Fidelity International
Bermuda
$123M +$115M +2,380,000 New
Macquarie Group
7
Macquarie Group
Australia
$96.5M -$20.9M -433,338 -19%
UOC
8
UBS O'Connor
Illinois
$71M +$65.9M +1,368,000 New
MF
9
Magnetar Financial
Illinois
$67.5M +$62.7M +1,300,892 New
PCM
10
Pentwater Capital Management
Florida
$66M +$61.4M +1,273,246 New
State Street
11
State Street
Massachusetts
$64.9M +$1.39M +28,903 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$58.3M +$1.84M +38,214 +4%
GCL
13
Glazer Capital LLC
New York
$56.2M +$52.2M +1,083,377 New
Goldman Sachs
14
Goldman Sachs
New York
$55.9M +$33.5M +694,768 +181%
HI
15
HBK Investments
Texas
$55.6M +$51.7M +1,072,644 New
Principal Financial Group
16
Principal Financial Group
Iowa
$51.7M -$31.4M -652,047 -40%
DPCM
17
Darlington Partners Capital Management
California
$44.5M -$81M -1,680,741 -66%
PSAMP
18
P. Schoenfeld Asset Management (PSAM)
New York
$37.5M +$34.9M +723,619 New
WIC
19
Water Island Capital
New York
$35.8M +$33.3M +690,426 New
Northern Trust
20
Northern Trust
Illinois
$34.4M -$3.24M -67,276 -9%
WA
21
Wasatch Advisors
Utah
$32.6M -$323M -6,693,008 -91%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$30.4M -$115M -2,384,986 -80%
AAM
23
Alpine Associates Management
Florida
$29.7M +$27.6M +572,000 New
SFM
24
Soros Fund Management
New York
$29M -$2.75M -57,150 -9%
Morgan Stanley
25
Morgan Stanley
New York
$28.8M +$16.8M +348,437 +168%

FOCS Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q1 2023, worth a combined $3.72B — up 34% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FOCS positions and 26 closed out — a net gain of 51 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $115M. The largest seller was Wasatch Advisors, cutting an estimated $323M.

  • 229 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $3.72B of Focus Financial Partners Inc. Class A stock for Q1 2023, up 34% quarter-over-quarter.
  • 77 funds opened new Focus Financial Partners Inc. Class A positions in Q1 2023 and 26 closed out, a net change of +51 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q1 2023 was Fidelity International, an estimated $115M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q1 2023 was Wasatch Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2023.