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 |
|---|---|---|---|---|---|
| SEI Investments Co | 214,683 | $12.8M | 0.02% | +66,397+44.8% | Added |
| First Trust Advisors LP | 223,457 | $13.3M | 0.01% | −34,464−13.4% | Reduced |
| Peregrine Capital Management LLC | 247,148 | $14.8M | 0.30% | −89,357−26.6% | Reduced |
| British Columbia Investment Management Corp | 260,000 | $15.5M | 0.09% | +80,000+44.4% | Added |
| Bank of New York Mellon Corp | 276,447 | $16.5M | 0.00% | −6,312−2.2% | Reduced |
| Tygh Capital Management, Inc. | 287,839 | $17.2M | 2.20% | +60,253+26.5% | Added |
| Goldman Sachs Group Inc | 298,648 | $17.8M | 0.00% | −82,312−21.6% | Reduced |
| Voya Investment Management LLC | 313,742 | $18.7M | 0.04% | −229,251−42.2% | Reduced |
| Bank of America Corp | 322,963 | $19.3M | 0.00% | −90,850−22.0% | Reduced |
| Nuveen Asset Management, LLC | 346,172 | $20.8M | 0.01% | +16,713+5.1% | Added |
| Moody Aldrich Partners LLC | 362,457 | $21.6M | 3.02% | −89,414−19.8% | Reduced |
| Charles Schwab Investment Management Inc | 380,713 | $22.7M | 0.01% | +7,566+2.0% | Added |
| Manufacturers Life Insurance Company, The | 411,243 | $24.6M | 0.02% | −120,031−22.6% | Reduced |
| Assenagon Asset Management S.A. | 440,730 | $26.3M | 0.10% | +186,145+73.1% | Added |
| Macquarie Group Ltd | 503,190 | $30.1M | 0.03% | −22,199−4.2% | Reduced |
| Ci Investments Inc. | 587,573 | $35.1M | 0.12% | −67,300−10.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $36.8M | 0.54% | −150,825−19.7% | Reduced |
| Ameriprise Financial Inc | 626,601 | $37.4M | 0.01% | +54,139+9.5% | Added |
| Janus Henderson Group PLC | 677,258 | $40.4M | 0.02% | +154,764+29.6% | Added |
| Swedbank AB | 742,100 | $44.5M | 0.08% | −113,300−13.2% | Reduced |
| Northern Trust Corp | 752,937 | $45.0M | 0.01% | −44,763−5.6% | Reduced |
| Invesco Ltd. | 895,473 | $53.5M | 0.01% | −185,501−17.2% | Reduced |
| Loomis Sayles & Co L P | 898,596 | $53.7M | 0.06% | −24,232−2.6% | Reduced |
| WCM Investment Management, LLC | 945,413 | $56.5M | 0.13% | −100,753−9.6% | Reduced |
| FMR LLC | 958,182 | $57.2M | 0.00% | +163,597+20.6% | Added |
| Massachusetts Financial Services Co | 1,011,468 | $60.4M | 0.02% | −485,758−32.4% | Reduced |
| Geode Capital Management, LLC | 1,072,551 | $64.1M | 0.01% | +9,383+0.9% | Added |
| Principal Financial Group Inc | 1,148,232 | $68.6M | 0.04% | +881+0.1% | Added |
| Morgan Stanley | 1,204,465 | $71.9M | 0.01% | +163,644+15.7% | Added |
| State Street Corp | 1,209,349 | $72.2M | 0.00% | +116,735+10.7% | Added |
| TimesSquare Capital Management, LLC | 1,252,409 | $74.8M | 0.66% | +344,464+37.9% | Added |
| Jennison Associates LLC | 1,272,007 | $76.0M | 0.05% | −184,888−12.7% | Reduced |
| Victory Capital Management Inc | 1,344,880 | $80.3M | 0.07% | −387,919−22.4% | Reduced |
| Darlington Partners Capital Management, LP | 1,873,065 | $111.9M | 7.50% | +1,873,065 | New |
| BlackRock Inc. | 3,685,983 | $220.1M | 0.01% | +67,395+1.9% | Added |
| Vanguard Group Inc | 4,457,165 | $266.2M | 0.01% | +289,147+6.9% | Added |
| JPMorgan Chase & Co | 4,661,043 | $278.4M | 0.03% | −371,144−7.4% | Reduced |
| Capital World Investors | 5,469,539 | $326.6M | 0.05% | +1,453,859+36.2% | Added |
| Wasatch Advisors Inc | 6,173,865 | $368.7M | 1.50% | +2,893,968+88.2% | Added |
| Stone Point Capital LLC | 16,048,975 | $958.4M | 33.66% | 00.0% | Unchanged |
| Interval Partners, LP | 0 | $0 | 0.00% | −44,763−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,779−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −30,936−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −12,622−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |