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.
13F holders, Q2 2021
Institutional positions in Focus Financial Partners Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 208
- +10 vs. Q1 2021
- Shares held
- 64.8M
- +322.6K (+0.5%) vs. Q1 2021
- Total value
- $3.15B
- +$459.0M (+17.1%) vs. Q1 2021
- New holders
- 51
- 79 more added
- Sold out
- 41
- 46 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FOCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 208 | $3.88B |
| Q1 2023 | 230 | $3.72B |
| Q4 2022 | 179 | $2.78B |
| Q3 2022 | 198 | $2.32B |
| Q2 2022 | 203 | $2.52B |
| Q1 2022 | 218 | $3.31B |
| Q4 2021 | 240 | $4.31B |
| Q3 2021 | 212 | $3.46B |
| Q2 2021 | 208 | $3.15B |
| Q1 2021 | 199 | $2.70B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jennison Associates LLC | 1,334,647 | $64.7M | 0.04% | +19,011+1.4% | Added |
| Massachusetts Financial Services Co | 1,461,137 | $70.9M | 0.02% | −4,182−0.3% | Reduced |
| Wasatch Advisors Inc | 3,288,883 | $159.5M | 0.65% | +3,288,883 | New |
| BlackRock Inc. | 3,405,041 | $165.1M | 0.00% | +660,777+24.1% | Added |
| Capital World Investors | 4,015,680 | $194.8M | 0.03% | +1,466,678+57.5% | Added |
| Vanguard Group Inc | 4,518,506 | $219.1M | 0.01% | +1,342,115+42.3% | Added |
| JPMorgan Chase & Co | 5,241,287 | $254.2M | 0.03% | +123,237+2.4% | Added |
| Stone Point Capital LLC | 16,048,975 | $778.4M | 31.96% | 00.0% | Unchanged |
| Kohlberg Kravis Roberts & Co. L.P. | 0 | $0 | 0.00% | −7,144,244−100.0% | Sold out |
| Fairview Capital Investment Management, LLC | 0 | $0 | 0.00% | −2,500,898−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −294,863−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −200,997−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −175,199−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −168,123−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −100,054−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −81,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −81,600−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,805−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,058−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,863−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −22,715−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,791−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,571−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −8,909−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,715−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,976−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,664−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,886−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |