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.
Q4 2021 vs. Q3 2021
How the institutions holding Focus Financial Partners Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 212 | 3 | 240 | +31 |
| Shares | 66.1M | 22.3K | 72.1M | +6.10M (+9.2%) |
| Value | $3.46B | $1.17M | $4.31B | +$847.8M (+24.5%) |
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (44)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (13)
Institutions that held Focus Financial Partners Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Interval Partners, LP | 44,763 | $2.34M |
| Verition Fund Management LLC | 32,779 | $1.72M |
| ETF Managers Group, LLC | 30,936 | $1.62M |
| Canada Pension Plan Investment Board | 19,000 | $995.0K |
| Lake Street Advisors Group, LLC | 12,622 | $661.0K |
| PDT Partners, LLC | 4,930 | $258.0K |
| Jump Financial, LLC | 4,139 | $217.0K |
| Pictet Asset Management SA | 4,029 | $211.0K |
| Simplex Trading, LLC | 1,321 | $66.0K |
| Group One Trading, L.P. | 1,195 | $63.0K |
| O'Shaughnessy Asset Management, LLC | 512 | $27.0K |
| Dark Forest Capital Management LP | 334 | $17.0K |
| Meridian Wealth Partners, LLC | 40 | $2.00K |
Not filed for Q4 2021 yet (3)
Institutions that held Focus Financial Partners Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| B. Metzler seel. Sohn & Co. Holding AG | 22,014 | $1.15M |
| Sonora Investment Management, LLC | 200 | $10.0K |
| Berman Capital Advisors, LLC | 113 | $5.00K |