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, Q2 2022
Institutional positions in Focus Financial Partners Inc. as of Jun 30, 2022. 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
- 203
- −11 vs. Q1 2022
- Shares held
- 73.9M
- +1.78M (+2.5%) vs. Q1 2022
- Total value
- $2.52B
- −$782.0M (−23.7%) vs. Q1 2022
- New holders
- 24
- 66 more added
- Sold out
- 35
- 81 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 5,450,117 | $185.6M | 0.04% | −34,086−0.6% | Reduced |
| Wasatch Advisors Inc | 6,863,303 | $233.8M | 1.48% | +804,697+13.3% | Added |
| Stone Point Capital LLC | 16,048,975 | $546.6M | 25.16% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −432,044−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −140,189−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −90,935−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −48,589−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −43,675−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −41,713−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,049−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,115−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −27,348−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,442−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −15,659−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,987−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −13,447−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −11,782−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −8,291−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,704−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,821−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Full18 Capital LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |