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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 2023 vs. Q1 2023

How the institutions holding Focus Financial Partners Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of FOCS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2301208−21
Shares71.4M6773.8M+2.46M (+3.4%)
Value$3.72B$3.48K$3.88B+$154.5M (+4.1%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Focus Financial Partners Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to FOCS in Q2 2023
InstitutionSharesValue% of portfolio
PSquared Asset Management AG1,749,906$91.9M10.82%
Omni Event Management Ltd1,293,221$67.9M6.95%
Picton Mahoney Asset Management500,000$26.3M1.29%
Melqart Asset Management (UK) Ltd497,100$26.1M2.39%
Jet Capital Investors L P420,000$22.1M6.98%
Gardner Lewis Asset Management L P131,496$6.90M2.53%
Edgestream Partners, L.P.70,021$3.68M0.33%
Yakira Capital Management, Inc.68,828$3.61M0.96%
Kapitalo Investimentos Ltda51,547$2.71M0.50%
Carmignac Gestion51,069$2.68M0.05%
National Bank of Canada46,000$2.42M0.00%
Diametric Capital, LP45,018$2.36M1.06%
Sagefield Capital LP31,771$1.67M0.36%
Nomura Holdings Inc29,000$1.52M0.02%
Two Sigma Investments, LP18,894$992.1K0.00%
Aspiriant, LLC18,402$966.3K0.05%
Crystalline Management Inc.18,133$952.2K0.67%
XML Financial, LLC11,781$618.6K0.07%
Mackenzie Financial Corp10,034$527.7K0.00%
Mint Tower Capital Management B.V.9,689$509.0K0.07%
Integrated Wealth Concepts LLC5,976$313.8K0.01%
Jump Financial, LLC4,844$254.4K0.01%
AQR Capital Management LLC4,351$228.5K0.00%
Kamunting Street Capital Management, L.P.3,885$204.0K0.20%
Proequities, Inc.8$4200.00%

Sold out (46)

Institutions that held Focus Financial Partners Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of FOCS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Capital World Investors6,092,402$316.0M
Darlington Partners Capital Management, LP857,035$44.5M
Wasatch Advisors Inc628,322$32.6M
Swedbank AB492,000$25.5M
Balyasny Asset Management LLC364,441$18.9M
Berry Street Capital Management LLP225,000$11.7M
DLD Asset Management, LP186,500$9.67M
Phocas Financial Corp.146,933$7.62M
Peregrine Capital Management LLC145,573$7.55M
Hudson Bay Capital Management LP120,603$6.26M
Ramius Advisors LLC115,588$6.00M
Ewing Morris & Co. Investment Partners Ltd.78,660$4.08M
Two Sigma Advisers, LP78,600$4.08M
First Trust Advisors LP72,031$3.74M
Boothbay Fund Management, LLC70,561$3.66M
Brookfield Asset Management Inc.60,000$3.11M
Dorchester Wealth Management Co40,500$2.10M
SEI Investments Co38,743$2.01M
Wellington Management Group LLP29,759$1.54M
Privium Fund Management (UK) Ltd28,712$1.49M
Keeley-Teton Advisors, LLC27,813$1.44M
TimesSquare Capital Management, LLC27,600$1.43M
Keebeck Alpha, LP19,524$1.01M
SG Americas Securities, LLC19,282$1.00M
Graham Capital Management, L.P.12,751$661.4K
Verition Fund Management LLC12,009$622.9K
Engineers Gate Manager LP11,828$613.5K
BloombergSen Inc.9,700$503.1K
Virtu Financial LLC9,601$498.0K
PEAK6 Investments LLC7,946$412.2K
Bridgefront Capital, LLC6,941$360.0K
Quinn Opportunity Partners LLC5,000$259.4K
BI Asset Management Fondsmaeglerselskab A/S4,523$235.0K
Colony Group LLC4,484$233.0K
Cim, LLC4,425$229.5K
Landscape Capital Management, L.L.C.4,197$217.7K
Panagora Asset Management Inc4,109$213.1K
Commonwealth Equity Services, LLC4,005$207.0K
Walleye Trading LLC3,092$160.4K
Quantbot Technologies LP2,039$105.8K
Allspring Global Investments Holdings, LLC606$31.4K
Ellevest, Inc.587$30.4K
Belpointe Asset Management LLC500$25.9K
Hollencrest Capital Management150$7.78K
First Horizon Advisors, Inc.131$6.79K
TCI Wealth Advisors, Inc.10$519

Not filed for Q2 2023 yet (1)

Institutions that held Focus Financial Partners Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FOCS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Ahrens Investment Partners LLC67$3.48K