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.
Q4 2022 vs. Q3 2022
How the institutions holding Focus Financial Partners Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 198 | 4 | 179 | −15 |
| Shares | 73.4M | 25.3K | 74.5M | +1.14M (+1.5%) |
| Value | $2.32B | $797.5K | $2.78B | +$463.1M (+20.0%) |
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 300,951 | $11.2M | 0.52% |
| Quadrant Private Wealth Management, LLC | 96,718 | $3.60M | 1.21% |
| Balyasny Asset Management LLC | 53,954 | $2.01M | 0.01% |
| Tredje AP-fonden | 24,834 | $925.6K | 0.02% |
| Bailard, Inc. | 9,171 | $341.8K | 0.01% |
| Henshaw Capital LLC | 8,212 | $306.1K | 0.02% |
| Pictet Asset Management SA | 6,914 | $258.0K | 0.00% |
| Meeder Asset Management Inc | 5,403 | $201.4K | 0.02% |
| PEAK6 Investments LLC | 2,722 | $101.4K | 0.01% |
| Belpointe Asset Management LLC | 500 | $18.6K | 0.00% |
| Hollencrest Capital Management | 150 | $5.59K | 0.00% |
| Denali Advisors LLC | 21 | $783 | 0.00% |
Sold out (27)
Institutions that held Focus Financial Partners Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (4)
Institutions that held Focus Financial Partners Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Eaton Vance Management | 24,223 | $763.0K |
| FourThought Financial, LLC | 1,000 | $32.0K |
| American Portfolios Advisors | 48 | $1.51K |
| Wipfli Financial Advisors LLC, | 37 | $1.00K |