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, Q4 2021
Institutional positions in Focus Financial Partners Inc. as of Dec 31, 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
- 240
- +31 vs. Q3 2021
- Shares held
- 72.1M
- +6.10M (+9.2%) vs. Q3 2021
- Total value
- $4.31B
- +$847.8M (+24.5%) vs. Q3 2021
- New holders
- 44
- 89 more added
- Sold out
- 13
- 72 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $958.4M | 33.66% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 6,173,865 | $368.7M | 1.50% | +2,893,968+88.2% | Added |
| Capital World Investors | 5,469,539 | $326.6M | 0.05% | +1,453,859+36.2% | Added |
| JPMorgan Chase & Co | 4,661,043 | $278.4M | 0.03% | −371,144−7.4% | Reduced |
| Vanguard Group Inc | 4,457,165 | $266.2M | 0.01% | +289,147+6.9% | Added |
| BlackRock Inc. | 3,685,983 | $220.1M | 0.01% | +67,395+1.9% | Added |
| Darlington Partners Capital Management, LP | 1,873,065 | $111.9M | 7.50% | +1,873,065 | New |
| Victory Capital Management Inc | 1,344,880 | $80.3M | 0.07% | −387,919−22.4% | Reduced |
| Jennison Associates LLC | 1,272,007 | $76.0M | 0.05% | −184,888−12.7% | Reduced |
| TimesSquare Capital Management, LLC | 1,252,409 | $74.8M | 0.66% | +344,464+37.9% | Added |
| State Street Corp | 1,209,349 | $72.2M | 0.00% | +116,735+10.7% | Added |
| Morgan Stanley | 1,204,465 | $71.9M | 0.01% | +163,644+15.7% | Added |
| Principal Financial Group Inc | 1,148,232 | $68.6M | 0.04% | +881+0.1% | Added |
| Geode Capital Management, LLC | 1,072,551 | $64.1M | 0.01% | +9,383+0.9% | Added |
| Massachusetts Financial Services Co | 1,011,468 | $60.4M | 0.02% | −485,758−32.4% | Reduced |
| FMR LLC | 958,182 | $57.2M | 0.00% | +163,597+20.6% | Added |
| WCM Investment Management, LLC | 945,413 | $56.5M | 0.13% | −100,753−9.6% | Reduced |
| Loomis Sayles & Co L P | 898,596 | $53.7M | 0.06% | −24,232−2.6% | Reduced |
| Invesco Ltd. | 895,473 | $53.5M | 0.01% | −185,501−17.2% | Reduced |
| Northern Trust Corp | 752,937 | $45.0M | 0.01% | −44,763−5.6% | Reduced |
| Swedbank AB | 742,100 | $44.5M | 0.08% | −113,300−13.2% | Reduced |
| Janus Henderson Group PLC | 677,258 | $40.4M | 0.02% | +154,764+29.6% | Added |
| Ameriprise Financial Inc | 626,601 | $37.4M | 0.01% | +54,139+9.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $36.8M | 0.54% | −150,825−19.7% | Reduced |
| Ci Investments Inc. | 587,573 | $35.1M | 0.12% | −67,300−10.3% | Reduced |
| Macquarie Group Ltd | 503,190 | $30.1M | 0.03% | −22,199−4.2% | Reduced |
| Assenagon Asset Management S.A. | 440,730 | $26.3M | 0.10% | +186,145+73.1% | Added |
| Manufacturers Life Insurance Company, The | 411,243 | $24.6M | 0.02% | −120,031−22.6% | Reduced |
| Charles Schwab Investment Management Inc | 380,713 | $22.7M | 0.01% | +7,566+2.0% | Added |
| Moody Aldrich Partners LLC | 362,457 | $21.6M | 3.02% | −89,414−19.8% | Reduced |
| Nuveen Asset Management, LLC | 346,172 | $20.8M | 0.01% | +16,713+5.1% | Added |
| Bank of America Corp | 322,963 | $19.3M | 0.00% | −90,850−22.0% | Reduced |
| Voya Investment Management LLC | 313,742 | $18.7M | 0.04% | −229,251−42.2% | Reduced |
| Goldman Sachs Group Inc | 298,648 | $17.8M | 0.00% | −82,312−21.6% | Reduced |
| Tygh Capital Management, Inc. | 287,839 | $17.2M | 2.20% | +60,253+26.5% | Added |
| Bank of New York Mellon Corp | 276,447 | $16.5M | 0.00% | −6,312−2.2% | Reduced |
| British Columbia Investment Management Corp | 260,000 | $15.5M | 0.09% | +80,000+44.4% | Added |
| Peregrine Capital Management LLC | 247,148 | $14.8M | 0.30% | −89,357−26.6% | Reduced |
| First Trust Advisors LP | 223,457 | $13.3M | 0.01% | −34,464−13.4% | Reduced |
| SEI Investments Co | 214,683 | $12.8M | 0.02% | +66,397+44.8% | Added |
| State of Wisconsin Investment Board | 214,000 | $12.8M | 0.02% | 00.0% | Unchanged |
| Azora Capital LP | 213,875 | $12.8M | 2.00% | −235,422−52.4% | Reduced |
| Winslow Asset Management Inc | 209,951 | $12.5M | 2.21% | +330+0.2% | Added |
| New York State Common Retirement Fund | 180,464 | $10.8M | 0.01% | −1,817−1.0% | Reduced |
| Gillson Capital LP | 174,018 | $10.4M | 0.68% | +45,389+35.3% | Added |
| Norges Bank | 166,438 | $9.94M | 0.00% | +40,000+31.6% | Added |
| Relative Value Partners Group, LLC | 164,415 | $9.82M | 0.70% | +74,761+83.4% | Added |
| Crestwood Advisors Group LLC | 161,091 | $9.62M | 0.25% | +161,091 | New |
| Schonfeld Strategic Advisors LLC | 152,200 | $9.09M | 0.09% | +30,900+25.5% | Added |
| Fiduciary Group LLC | 146,650 | $8.76M | 0.97% | +17,450+13.5% | Added |
| Penn Capital Management Co Inc | 161,116 | $8.56M | 0.86% | −1,335−0.8% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 113,063 | $8.54M | 5.83% | +113,063 | New |
| Asset Advisors Investment Management, LLC | 134,210 | $8.02M | 0.81% | +12,000+9.8% | Added |
| Quadrant Private Wealth Management, LLC | 131,827 | $7.87M | 2.93% | +14,529+12.4% | Added |
| Eagle Asset Management Inc | 130,216 | $7.80M | 0.03% | +28,903+28.5% | Added |
| NBW Capital LLC | 127,227 | $7.60M | 1.69% | −3,778−2.9% | Reduced |
| Beck Mack & Oliver LLC | 124,718 | $7.45M | 0.18% | +7,500+6.4% | Added |
| Buckingham Strategic Wealth, LLC | 123,892 | $7.40M | 0.14% | −20,000−13.9% | Reduced |
| Castleark Management LLC | 122,390 | $7.31M | 0.27% | +122,390 | New |
| Balyasny Asset Management LLC | 120,005 | $7.17M | 0.03% | +15,998+15.4% | Added |
| Renaissance Technologies LLC | 119,200 | $7.12M | 0.01% | +3,100+2.7% | Added |
| Swiss National Bank | 118,700 | $7.09M | 0.00% | −200−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 113,968 | $6.81M | 0.02% | +37,361+48.8% | Added |
| Voloridge Investment Management, LLC | 112,855 | $6.74M | 0.04% | +106,708+1,735.9% | Added |
| Wells Fargo & Company | 112,583 | $6.72M | 0.00% | +37,795+50.5% | Added |
| Advantage Alpha Capital Partners LP | 107,977 | $6.45M | 0.92% | −44,435−29.2% | Reduced |
| Raymond James & Associates | 107,007 | $6.39M | 0.01% | +54,970+105.6% | Added |
| Segall Bryant & Hamill, LLC | 90,707 | $5.42M | 0.05% | +4,220+4.9% | Added |
| Cornerstone Wealth Group, LLC | 90,000 | $5.38M | 0.92% | +13,050+17.0% | Added |
| HighTower Advisors, LLC | 88,868 | $5.31M | 0.01% | −5,983−6.3% | Reduced |
| Citadel Advisors LLC | 88,438 | $5.28M | 0.01% | +78,997+836.7% | Added |
| California State Teachers Retirement System | 77,872 | $4.65M | 0.01% | +1,465+1.9% | Added |
| US Bancorp | 76,679 | $4.58M | 0.01% | −5,661−6.9% | Reduced |
| Avalon Investment & Advisory | 76,330 | $4.56M | 0.11% | −12,035−13.6% | Reduced |
| Sentinel Pension Advisors Inc | 75,754 | $4.52M | 1.42% | +28,010+58.7% | Added |
| Ghisallo Capital Management LLC | 75,000 | $4.48M | 0.22% | +55,000+275.0% | Added |
| Barclays PLC | 72,327 | $4.32M | 0.00% | +47,976+197.0% | Added |
| CWA Asset Management Group, LLC | 70,229 | $4.19M | 0.31% | −906−1.3% | Reduced |
| Calamos Advisors LLC | 68,726 | $4.11M | 0.02% | +68,726 | New |
| Alliancebernstein L.P. | 67,267 | $4.02M | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 66,995 | $4.00M | 0.33% | +45,408+210.3% | Added |
| Brookfield Asset Management Inc. | 58,470 | $3.49M | 0.01% | +18,470+46.2% | Added |
| Rhumbline Advisers | 57,351 | $3.42M | 0.00% | −228−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 57,202 | $3.42M | 0.06% | +1,491+2.7% | Added |
| Bartlett & Co. LLC | 57,202 | $3.42M | 0.06% | +1,491+2.7% | Added |
| UBS Asset Management Americas Inc | 55,268 | $3.30M | 0.00% | +127+0.2% | Added |
| Monashee Investment Management LLC | 55,000 | $3.29M | 0.81% | +55,000 | New |
| Parametric Portfolio Associates LLC | 54,738 | $3.27M | 0.00% | +27,156+98.5% | Added |
| Envestnet Asset Management Inc | 51,629 | $3.08M | 0.00% | +5,949+13.0% | Added |
| Royce & Associates LP | 50,000 | $2.99M | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 49,616 | $2.96M | 0.24% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 49,490 | $2.96M | 0.03% | +15,979+47.7% | Added |
| GYL Financial Synergies, LLC | 49,454 | $2.95M | 0.80% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 49,108 | $2.93M | 0.00% | +41,658+559.2% | Added |
| D. E. Shaw & Co., Inc. | 48,199 | $2.88M | 0.00% | +48,199 | New |
| Deutsche Bank AG | 48,019 | $2.87M | 0.00% | +1,977+4.3% | Added |
| Knights of Columbus Asset Advisors LLC | 47,854 | $2.86M | 0.23% | +851+1.8% | Added |
| Legal & General Group Plc | 46,338 | $2.77M | 0.00% | +79+0.2% | Added |
| Glenmede Trust Co NA | 46,300 | $2.77M | 0.01% | −908−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 61,067 | $2.66M | 0.06% | +29,483+93.3% | Added |