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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 16,534 | $987.0K | 0.04% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 16,539 | $988.0K | 0.45% | −58,061−77.8% | Reduced |
| Citigroup Inc | 17,222 | $1.03M | 0.00% | +8,148+89.8% | Added |
| Brinker Capital Investments, LLC | 17,780 | $1.06M | 0.02% | −2,915−14.1% | Reduced |
| HRT Financial LP | 18,276 | $1.09M | 0.01% | +6,102+50.1% | Added |
| Franklin Resources Inc | 18,329 | $1.09M | 0.00% | −2,905−13.7% | Reduced |
| Gamco Investors, Inc. Et Al | 18,723 | $1.12M | 0.01% | +884+5.0% | Added |
| Vestor Capital, LLC | 19,000 | $1.14M | 0.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 19,267 | $1.15M | 0.02% | +15,415+400.2% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $1.20M | 0.11% | −2,150−9.7% | Reduced |
| MetLife Investment Management | 20,659 | $1.23M | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 21,040 | $1.26M | 0.02% | −4,695−18.2% | Reduced |
| Bank of Montreal | 21,073 | $1.26M | 0.00% | −370,468−94.6% | Reduced |
| Walleye Capital LLC | 21,408 | $1.28M | 0.04% | +12,836+149.7% | Added |
| Gsa Capital Partners LLP | 22,543 | $1.35M | 0.17% | +22,543 | New |
| Eaton Vance Management | 24,000 | $1.43M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 26,055 | $1.56M | 0.00% | +8,053+44.7% | Added |
| HMS Capital Management, LLC | 27,183 | $1.62M | 0.71% | −1,414−4.9% | Reduced |
| Duality Advisers, LP | 27,635 | $1.65M | 0.18% | +27,635 | New |
| Qube Research & Technologies Ltd | 29,036 | $1.73M | 0.01% | +29,036 | New |
| Susquehanna International Group, LLP | 29,128 | $1.74M | 0.00% | +24,728+562.0% | Added |
| AQR Capital Management LLC | 31,123 | $1.86M | 0.00% | −5,443−14.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,158 | $1.87M | 0.36% | −750−2.4% | Reduced |
| Keeley-Teton Advisors, LLC | 31,395 | $1.88M | 0.20% | +4,012+14.7% | Added |
| American International Group, Inc. | 31,667 | $1.89M | 0.01% | −946−2.9% | Reduced |
| Canton Hathaway, LLC | 32,300 | $1.93M | 0.52% | +7,737+31.5% | Added |
| Oppenheimer Asset Management Inc. | 32,448 | $1.94M | 0.03% | +11,717+56.5% | Added |
| UBS Group AG | 33,280 | $1.99M | 0.00% | −31,539−48.7% | Reduced |
| Cinctive Capital Management LP | 36,002 | $2.15M | 0.10% | +36,002 | New |
| Proficio Capital Partners LLC | 36,087 | $2.15M | 0.30% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $2.26M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 38,312 | $2.30M | 0.03% | +38,312 | New |
| Two Sigma Investments, LP | 39,033 | $2.33M | 0.01% | −24,925−39.0% | Reduced |
| Credit Suisse AG | 39,819 | $2.38M | 0.00% | +3,322+9.1% | Added |
| Dorchester Wealth Management Co | 40,500 | $2.42M | 0.48% | −1,000−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 41,212 | $2.46M | 0.01% | −12,928−23.9% | Reduced |
| Kavar Capital Partners Group, LLC | 41,435 | $2.47M | 0.51% | −750−1.8% | Reduced |
| Engineers Gate Manager LP | 41,447 | $2.48M | 0.11% | +41,447 | New |
| Baird Financial Group, Inc. | 43,333 | $2.59M | 0.01% | +14,586+50.7% | Added |
| Clark Capital Management Group, Inc. | 44,116 | $2.63M | 0.03% | −2,074−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 61,067 | $2.66M | 0.06% | +29,483+93.3% | Added |
| Glenmede Trust Co NA | 46,300 | $2.77M | 0.01% | −908−1.9% | Reduced |
| Legal & General Group Plc | 46,338 | $2.77M | 0.00% | +79+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 47,854 | $2.86M | 0.23% | +851+1.8% | Added |
| Deutsche Bank AG | 48,019 | $2.87M | 0.00% | +1,977+4.3% | Added |
| D. E. Shaw & Co., Inc. | 48,199 | $2.88M | 0.00% | +48,199 | New |
| Russell Investments Group, Ltd. | 49,108 | $2.93M | 0.00% | +41,658+559.2% | Added |
| GYL Financial Synergies, LLC | 49,454 | $2.95M | 0.80% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 49,490 | $2.96M | 0.03% | +15,979+47.7% | Added |
| Telemus Capital, LLC | 49,616 | $2.96M | 0.24% | 00.0% | Unchanged |
| Royce & Associates LP | 50,000 | $2.99M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 51,629 | $3.08M | 0.00% | +5,949+13.0% | Added |
| Parametric Portfolio Associates LLC | 54,738 | $3.27M | 0.00% | +27,156+98.5% | Added |
| Monashee Investment Management LLC | 55,000 | $3.29M | 0.81% | +55,000 | New |
| UBS Asset Management Americas Inc | 55,268 | $3.30M | 0.00% | +127+0.2% | Added |
| Bartlett & Co. LLC | 57,202 | $3.42M | 0.06% | +1,491+2.7% | Added |
| Bartlett & Co. Wealth Management LLC | 57,202 | $3.42M | 0.06% | +1,491+2.7% | Added |
| Rhumbline Advisers | 57,351 | $3.42M | 0.00% | −228−0.4% | Reduced |
| Brookfield Asset Management Inc. | 58,470 | $3.49M | 0.01% | +18,470+46.2% | Added |
| Hoylecohen, LLC | 66,995 | $4.00M | 0.33% | +45,408+210.3% | Added |
| Alliancebernstein L.P. | 67,267 | $4.02M | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 68,726 | $4.11M | 0.02% | +68,726 | New |
| CWA Asset Management Group, LLC | 70,229 | $4.19M | 0.31% | −906−1.3% | Reduced |
| Barclays PLC | 72,327 | $4.32M | 0.00% | +47,976+197.0% | Added |
| Ghisallo Capital Management LLC | 75,000 | $4.48M | 0.22% | +55,000+275.0% | Added |
| Sentinel Pension Advisors Inc | 75,754 | $4.52M | 1.42% | +28,010+58.7% | Added |
| Avalon Investment & Advisory | 76,330 | $4.56M | 0.11% | −12,035−13.6% | Reduced |
| US Bancorp | 76,679 | $4.58M | 0.01% | −5,661−6.9% | Reduced |
| California State Teachers Retirement System | 77,872 | $4.65M | 0.01% | +1,465+1.9% | Added |
| Citadel Advisors LLC | 88,438 | $5.28M | 0.01% | +78,997+836.7% | Added |
| HighTower Advisors, LLC | 88,868 | $5.31M | 0.01% | −5,983−6.3% | Reduced |
| Cornerstone Wealth Group, LLC | 90,000 | $5.38M | 0.92% | +13,050+17.0% | Added |
| Segall Bryant & Hamill, LLC | 90,707 | $5.42M | 0.05% | +4,220+4.9% | Added |
| Raymond James & Associates | 107,007 | $6.39M | 0.01% | +54,970+105.6% | Added |
| Advantage Alpha Capital Partners LP | 107,977 | $6.45M | 0.92% | −44,435−29.2% | Reduced |
| Wells Fargo & Company | 112,583 | $6.72M | 0.00% | +37,795+50.5% | Added |
| Voloridge Investment Management, LLC | 112,855 | $6.74M | 0.04% | +106,708+1,735.9% | Added |
| Public Employees Retirement System of Ohio | 113,968 | $6.81M | 0.02% | +37,361+48.8% | Added |
| Swiss National Bank | 118,700 | $7.09M | 0.00% | −200−0.2% | Reduced |
| Renaissance Technologies LLC | 119,200 | $7.12M | 0.01% | +3,100+2.7% | Added |
| Balyasny Asset Management LLC | 120,005 | $7.17M | 0.03% | +15,998+15.4% | Added |
| Castleark Management LLC | 122,390 | $7.31M | 0.27% | +122,390 | New |
| Buckingham Strategic Wealth, LLC | 123,892 | $7.40M | 0.14% | −20,000−13.9% | Reduced |
| Beck Mack & Oliver LLC | 124,718 | $7.45M | 0.18% | +7,500+6.4% | Added |
| NBW Capital LLC | 127,227 | $7.60M | 1.69% | −3,778−2.9% | Reduced |
| Eagle Asset Management Inc | 130,216 | $7.80M | 0.03% | +28,903+28.5% | Added |
| Quadrant Private Wealth Management, LLC | 131,827 | $7.87M | 2.93% | +14,529+12.4% | Added |
| Asset Advisors Investment Management, LLC | 134,210 | $8.02M | 0.81% | +12,000+9.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 113,063 | $8.54M | 5.83% | +113,063 | New |
| Penn Capital Management Co Inc | 161,116 | $8.56M | 0.86% | −1,335−0.8% | Reduced |
| Fiduciary Group LLC | 146,650 | $8.76M | 0.97% | +17,450+13.5% | Added |
| Schonfeld Strategic Advisors LLC | 152,200 | $9.09M | 0.09% | +30,900+25.5% | Added |
| Crestwood Advisors Group LLC | 161,091 | $9.62M | 0.25% | +161,091 | New |
| Relative Value Partners Group, LLC | 164,415 | $9.82M | 0.70% | +74,761+83.4% | Added |
| Norges Bank | 166,438 | $9.94M | 0.00% | +40,000+31.6% | Added |
| Gillson Capital LP | 174,018 | $10.4M | 0.68% | +45,389+35.3% | Added |
| New York State Common Retirement Fund | 180,464 | $10.8M | 0.01% | −1,817−1.0% | Reduced |
| Winslow Asset Management Inc | 209,951 | $12.5M | 2.21% | +330+0.2% | Added |
| Azora Capital LP | 213,875 | $12.8M | 2.00% | −235,422−52.4% | Reduced |
| State of Wisconsin Investment Board | 214,000 | $12.8M | 0.02% | 00.0% | Unchanged |