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.
Q1 2022 vs. Q4 2021
How the institutions holding Focus Financial Partners Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 240 | 5 | 218 | −17 |
| Shares | 72.1M | 298.7K | 72.2M | +367.8K (+0.5%) |
| Value | $4.31B | $17.8M | $3.31B | −$980.0M (−22.8%) |
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (24)
Institutions that held Focus Financial Partners Inc. at the end of Q1 2022 but not at the end of Q4 2021.
Sold out (41)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
Not filed for Q1 2022 yet (5)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Tygh Capital Management, Inc. | 287,839 | $17.2M |
| Paradigm Financial Advisors, LLC | 9,885 | $590.0K |
| Carroll Financial Associates, Inc. | 1,000 | $61.0K |
| NEXT Financial Group, Inc | 13 | $1.00K |
| Bell Investment Advisors, Inc | 10 | $1.00K |