Focus Financial Partners Inc.
FOCSDelisted Aug 31, 2023- Industry
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 208
- Q2 2023, −21 vs. previous quarter
- 13F value
- $3.88B
- Reported value at the end of Q2 2023
- Superinvestors holding
- 1
- At the end of Q2 2023
Superinvestors holding FOCS, Q2 2023
1 superinvestor reports holding Focus Financial Partners Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
0.6%
Focus Financial Partners Inc.'s share of the portfolio
- Shares
- 558,461
- Value
- $29.3M
Latest insider trades
Open-market purchases and sales by Focus Financial Partners Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Dec 20, 2021 (view filing)4:07 PM ET | Dec 20 | Same day | McGranahan John RussellGeneral Counsel | SSaleClass A Common Stock | −78.9K | $54.72 | −$4.32M | –4.62K after | Derivative |
| Dec 20, 2021 (view filing)4:07 PM ET | Dec 20 | Same day | Adolf RuedigerCEO and Chairman | SSaleClass A Common Stock | −505.3K | $54.72 | −$27.6M | –70.6K after | Derivative |
| Aug 17, 2021 (view filing) | Aug 13-16 | 4 days | Mashinsky KristineDirector | PPurchaseClass A Common Stock | +20.0K | $49.85 | +$997.0K | New position20.0K after | 2 lots |
Top 10 13F holders, Q2 2023
The largest institutional positions in Focus Financial Partners Inc. at the end of Q2 2023; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $842.7M | 38.86% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,380,463 | $282.5M | 0.01% | +443,809+9.0% | Added |
| BlackRock Inc. | 3,947,743 | $207.3M | 0.01% | +99,960+2.6% | Added |
| UBS Oconnor LLC | 2,775,549 | $145.7M | 3.08% | +1,407,549+102.9% | Added |
| FIL Ltd | 2,640,399 | $138.6M | 0.16% | +260,399+10.9% | Added |
| HBK Investments L P | 2,411,009 | $126.6M | 4.02% | +1,338,365+124.8% | Added |
| Barclays PLC | 2,240,667 | $117.7M | 0.08% | +2,190,117+4,332.6% | Added |
| Goldman Sachs Group Inc | 2,013,564 | $105.7M | 0.03% | +935,215+86.7% | Added |
| Macquarie Group Ltd | 1,854,141 | $97.4M | 0.11% | −6,794−0.4% | Reduced |
| Magnetar Financial LLC | 1,808,576 | $95.0M | 2.08% | +507,684+39.0% | Added |