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FOCS

Focus Financial Partners Inc. Class A

Delisted

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

208 hedge funds and large institutions have $3.88B invested in Focus Financial Partners Inc. Class A in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,045% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $31K

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

4% more capital invested

Capital invested by funds: $3.72B → $3.88B (+$155M)

9% less funds holding

Funds holding: 229208 (-21)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
208
Holders Change
-21
Holders Change %
-9.17%
% of All Funds
3.27%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.28%
New
26
Increased
83
Reduced
56
Closed
46
Calls
$3.46M
Puts
$31K
Net Calls
+$3.42M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$843M
Vanguard Group
2
Vanguard Group
Pennsylvania
$283M +$23.1M +443,809 +9%
BlackRock
3
BlackRock
New York
$207M +$5.21M +99,960 +3%
UOC
4
UBS O'Connor
Illinois
$146M +$73.3M +1,407,549 +103%
Fidelity International
5
Fidelity International
Bermuda
$139M +$13.6M +260,399 +11%
HI
6
HBK Investments
Texas
$127M +$69.7M +1,338,365 +125%
Barclays
7
Barclays
United Kingdom
$118M +$114M +2,190,117 +4,333%
Goldman Sachs
8
Goldman Sachs
New York
$106M +$48.7M +935,215 +87%
Macquarie Group
9
Macquarie Group
Australia
$97.4M -$354K -6,794 -0.4%
MF
10
Magnetar Financial
Illinois
$95M +$26.4M +507,684 +39%
PAM
11
PSquared Asset Management
Switzerland
$91.9M +$91.2M +1,749,906 New
PCM
12
Pentwater Capital Management
Florida
$85.9M +$18.9M +363,114 +29%
GCL
13
Glazer Capital LLC
New York
$76.7M +$19.6M +376,506 +35%
KC
14
Kryger Capital
United Kingdom
$67.9M +$67.4M +1,293,221 New
State Street
15
State Street
Massachusetts
$66.4M +$646K +12,395 +1%
TAL
16
TIG Advisors LLC
New York
$64.5M +$44.1M +847,014 +222%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$61.3M +$2.28M +43,672 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.1M +$28.7M +550,500 +130%
PSAMP
19
P. Schoenfeld Asset Management (PSAM)
New York
$42.3M +$4.22M +81,090 +11%
FTCM
20
First Trust Capital Management
Illinois
$39.8M +$25M +479,941 +172%
Principal Financial Group
21
Principal Financial Group
Iowa
$38.4M -$13.9M -265,913 -27%
WIC
22
Water Island Capital
New York
$35.2M -$1.04M -20,029 -3%
AAM
23
Alpine Associates Management
Florida
$34.5M +$4.38M +84,100 +15%
Northern Trust
24
Northern Trust
Illinois
$34M -$837K -16,059 -2%
Man Group
25
Man Group
United Kingdom
$33.5M +$33.3M +638,783 New

FOCS Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q2 2023, worth a combined $3.88B — up 4.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FOCS and 26 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Barclays, adding an estimated $114M. The largest seller was Capital World Investors, exiting entirely with an estimated $316M sold.

  • 208 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $3.88B of Focus Financial Partners Inc. Class A stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 26 funds opened new Focus Financial Partners Inc. Class A positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q2 2023 was Barclays, an estimated $114M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q2 2023 was Capital World Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.