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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 44,116 | $2.63M | 0.03% | −2,074−4.5% | Reduced |
| Baird Financial Group, Inc. | 43,333 | $2.59M | 0.01% | +14,586+50.7% | Added |
| Engineers Gate Manager LP | 41,447 | $2.48M | 0.11% | +41,447 | New |
| Kavar Capital Partners Group, LLC | 41,435 | $2.47M | 0.51% | −750−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 41,212 | $2.46M | 0.01% | −12,928−23.9% | Reduced |
| Dorchester Wealth Management Co | 40,500 | $2.42M | 0.48% | −1,000−2.4% | Reduced |
| Credit Suisse AG | 39,819 | $2.38M | 0.00% | +3,322+9.1% | Added |
| Two Sigma Investments, LP | 39,033 | $2.33M | 0.01% | −24,925−39.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,312 | $2.30M | 0.03% | +38,312 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $2.26M | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 36,087 | $2.15M | 0.30% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 36,002 | $2.15M | 0.10% | +36,002 | New |
| UBS Group AG | 33,280 | $1.99M | 0.00% | −31,539−48.7% | Reduced |
| Oppenheimer Asset Management Inc. | 32,448 | $1.94M | 0.03% | +11,717+56.5% | Added |
| Canton Hathaway, LLC | 32,300 | $1.93M | 0.52% | +7,737+31.5% | Added |
| American International Group, Inc. | 31,667 | $1.89M | 0.01% | −946−2.9% | Reduced |
| Keeley-Teton Advisors, LLC | 31,395 | $1.88M | 0.20% | +4,012+14.7% | Added |
| Summit Financial Wealth Advisors, LLC | 31,158 | $1.87M | 0.36% | −750−2.4% | Reduced |
| AQR Capital Management LLC | 31,123 | $1.86M | 0.00% | −5,443−14.9% | Reduced |
| Susquehanna International Group, LLP | 29,128 | $1.74M | 0.00% | +24,728+562.0% | Added |
| Qube Research & Technologies Ltd | 29,036 | $1.73M | 0.01% | +29,036 | New |
| Duality Advisers, LP | 27,635 | $1.65M | 0.18% | +27,635 | New |
| HMS Capital Management, LLC | 27,183 | $1.62M | 0.71% | −1,414−4.9% | Reduced |
| Royal Bank of Canada | 26,055 | $1.56M | 0.00% | +8,053+44.7% | Added |
| Eaton Vance Management | 24,000 | $1.43M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 22,543 | $1.35M | 0.17% | +22,543 | New |
| Walleye Capital LLC | 21,408 | $1.28M | 0.04% | +12,836+149.7% | Added |
| Bank of Montreal | 21,073 | $1.26M | 0.00% | −370,468−94.6% | Reduced |
| Allstate Corp | 21,040 | $1.26M | 0.02% | −4,695−18.2% | Reduced |
| MetLife Investment Management | 20,659 | $1.23M | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20,030 | $1.20M | 0.11% | −2,150−9.7% | Reduced |
| Walleye Trading LLC | 19,267 | $1.15M | 0.02% | +15,415+400.2% | Added |
| Vestor Capital, LLC | 19,000 | $1.14M | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 18,723 | $1.12M | 0.01% | +884+5.0% | Added |
| Franklin Resources Inc | 18,329 | $1.09M | 0.00% | −2,905−13.7% | Reduced |
| HRT Financial LP | 18,276 | $1.09M | 0.01% | +6,102+50.1% | Added |
| Brinker Capital Investments, LLC | 17,780 | $1.06M | 0.02% | −2,915−14.1% | Reduced |
| Citigroup Inc | 17,222 | $1.03M | 0.00% | +8,148+89.8% | Added |
| Bordeaux Wealth Advisors LLC | 16,539 | $988.0K | 0.45% | −58,061−77.8% | Reduced |
| Wesbanco Bank Inc | 16,534 | $987.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 16,134 | $964.0K | 0.07% | +16,134 | New |
| Hillsdale Investment Management Inc. | 15,400 | $920.0K | 0.06% | +15,400 | New |
| Metropolitan Life Insurance Co | 14,915 | $890.7K | 0.01% | −716−4.6% | Reduced |
| HBK Investments L P | 14,900 | $890.0K | 0.02% | +14,900 | New |
| ExodusPoint Capital Management, LP | 14,878 | $889.0K | 0.01% | +14,878 | New |
| Arizona State Retirement System | 14,486 | $865.0K | 0.01% | −172−1.2% | Reduced |
| Man Group plc | 14,040 | $838.0K | 0.00% | −382−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 13,286 | $793.4K | 0.00% | +1,643+14.1% | Added |
| Caas Capital Management LP | 13,078 | $781.0K | 0.07% | +13,078 | New |
| ProShare Advisors LLC | 13,018 | $777.0K | 0.00% | +5,383+70.5% | Added |
| Two Sigma Advisers, LP | 12,900 | $770.0K | 0.00% | −200−1.5% | Reduced |
| Gyon Technologies Capital Management, LP | 12,754 | $762.0K | 0.14% | +8,212+180.8% | Added |
| Allspring Global Investments Holdings, LLC | 12,356 | $737.0K | 0.00% | +12,356 | New |
| XML Financial, LLC | 11,782 | $704.0K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,263 | $672.6K | 0.01% | +2,313+25.8% | Added |
| Mawer Investment Management Ltd. | 11,106 | $663.0K | 0.00% | +7,268+189.4% | Added |
| Price T Rowe Associates Inc | 10,834 | $647.0K | 0.00% | −967−8.2% | Reduced |
| Equitable Trust Co | 10,791 | $644.0K | 0.04% | −1,526−12.4% | Reduced |
| Handelsbanken Fonder AB | 10,600 | $633.0K | 0.00% | −200−1.9% | Reduced |
| Twinbeech Capital LP | 10,550 | $630.0K | 0.04% | +10,550 | New |
| Amalgamated Bank | 10,487 | $626.0K | 0.00% | −98−0.9% | Reduced |
| Teacher Retirement System of Texas | 10,419 | $622.0K | 0.00% | +1,753+20.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $601.0K | 0.00% | +1,820+22.1% | Added |
| Stonnington Group, LLC | 10,500 | $596.0K | 0.13% | −3,700−26.1% | Reduced |
| Paradigm Financial Advisors, LLC | 9,885 | $590.0K | 0.13% | +525+5.6% | Added |
| Smithfield Trust Co | 9,750 | $582.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9,552 | $570.0K | 0.06% | +1,762+22.6% | Added |
| Paloma Partners Management Co | 8,776 | $524.0K | 0.02% | +8,776 | New |
| State Board of Administration of Florida Retirement System | 8,737 | $522.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 8,623 | $515.0K | 0.19% | +8,623 | New |
| SG Americas Securities, LLC | 8,415 | $503.0K | 0.00% | −13,564−61.7% | Reduced |
| Algert Global LLC | 8,366 | $500.0K | 0.06% | −3,160−27.4% | Reduced |
| Millennium Management LLC | 8,071 | $482.0K | 0.00% | −33,764−80.7% | Reduced |
| Jane Street Group, LLC | 7,795 | $466.0K | 0.00% | +2,174+38.7% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $460.0K | 0.00% | +7,700 | New |
| Merriman Wealth Management, LLC | 7,654 | $457.0K | 0.03% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,640 | $456.0K | 0.02% | +7,640 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $438.0K | 0.00% | +3,140+74.7% | Added |
| Pinnacle Financial Partners Inc | 6,017 | $359.0K | 0.01% | +1,382+29.8% | Added |
| HSBC Holdings PLC | 5,672 | $341.0K | 0.00% | +5,672 | New |
| Institutional & Family Asset Management, LLC | 5,514 | $329.0K | 0.05% | −950−14.7% | Reduced |
| Stifel Financial Corp | 5,326 | $318.0K | 0.00% | +5,326 | New |
| Graham Capital Management, L.P. | 5,280 | $315.0K | 0.02% | +5,280 | New |
| Triad Financial Advisors, Inc. | 5,150 | $308.0K | 0.18% | +5,150 | New |
| Wellington Management Group LLP | 5,146 | $307.0K | 0.00% | −5,517−51.7% | Reduced |
| Ergoteles LLC | 5,100 | $305.0K | 0.01% | +5,100 | New |
| Sandia Investment Management LP | 5,000 | $299.0K | 0.05% | +5,000 | New |
| Hancock Whitney Corp | 4,972 | $297.0K | 0.01% | +402+8.8% | Added |
| Petrus Trust Company, LTA | 4,724 | $282.0K | 0.03% | +4,724 | New |
| Contravisory Investment Management, Inc. | 4,701 | $281.0K | 0.08% | −135−2.8% | Reduced |
| Fox Run Management, L.L.C. | 4,647 | $278.0K | 0.16% | +635+15.8% | Added |
| Los Angeles Capital Management LLC | 4,567 | $273.0K | 0.00% | −23−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,568 | $273.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 4,168 | $249.0K | 0.00% | +75+1.8% | Added |
| Fortem Financial Group, LLC | 4,150 | $248.0K | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,075 | $243.0K | 0.00% | −470−10.3% | Reduced |
| Colony Group LLC | 4,038 | $241.0K | 0.00% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 4,000 | $239.0K | 0.09% | +4,000 | New |
| Cim, LLC | 4,938 | $237.0K | 0.04% | +328+7.1% | Added |
| Transform Wealth, LLC | 3,973 | $237.0K | 0.02% | −25−0.6% | Reduced |