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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.

Q2 2022 vs. Q1 2022

How the institutions holding Focus Financial Partners Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of FOCS: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2184203−11
Shares72.2M130.5K73.9M+1.78M (+2.5%)
Value$3.31B$6.05M$2.52B−$782.0M (−23.7%)

4 institutions that held it in Q1 2022 haven't filed for Q2 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 Q2 2022 but not at the end of Q1 2022.

Institutions new to FOCS in Q2 2022
InstitutionSharesValue% of portfolio
Holocene Advisors, LP61,859$2.11M0.01%
K2 Principal Fund, L.P.52,916$1.80M0.31%
HRT Financial LP48,065$1.64M0.02%
Ergoteles LLC47,700$1.63M0.05%
Edge Capital Group, LLC21,002$1.05M0.10%
Mirae Asset Global Investments Co., Ltd.19,257$656.0K0.00%
CX Institutional19,005$647.0K0.05%
Advisors Asset Management, Inc.16,497$562.0K0.01%
Versor Investments LP12,919$440.0K0.02%
Studio Investment Management LLC11,275$384.0K0.13%
Jefferies Group LLC9,494$323.4K0.01%
Squarepoint Ops LLC8,522$290.0K0.00%
PEAK6 Investments LLC6,807$232.0K0.01%
Bessemer Group Inc410$14.0K0.00%
Harbor Investment Advisory, LLC399$14.0K0.00%
Riverview Trust Co352$12.0K0.01%
Allworth Financial LP269$9.00K0.00%
First Horizon Advisors, Inc.159$5.00K0.00%
Trust Co of Vermont100$3.00K0.00%
Northwestern Mutual Wealth Management Co21$1.00K0.00%
Bell Investment Advisors, Inc43$1.00K0.00%
Lindbrook Capital, LLC13$00.00%
Hexagon Capital Partners LLC3$00.00%
Dark Forest Capital Management LP1$00.00%

Sold out (35)

Institutions that held Focus Financial Partners Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Not filed for Q2 2022 yet (4)

Institutions that held Focus Financial Partners Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FOCS in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC68,625$3.14M
Virginia Retirement Systems Et Al32,200$1.47M
Full18 Capital LLC19,301$966.0K
Amalgamated Financial Corp.10,374$475.0K