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, Q3 2023
Institutional positions in Focus Financial Partners Inc. as of Sep 30, 2023. 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
FOCS is no longer listed, and 13F filings after Q2 2023 list far fewer holders. See Q2 2023
- Institutional holders
- 0
- −207 vs. Q2 2023
- Shares held
- 0
- −73.8M (−100.0%) vs. Q2 2023
- Total value
- $0
- −$3.88B (−100.0%) vs. Q2 2023
- New holders
- 0
- 0 more added
- Sold out
- 207
- 0 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 0 | $0 | 0.00% | −16,048,975−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −5,380,463−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −3,947,743−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −2,775,549−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −2,640,399−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −2,411,009−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −2,240,667−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −2,013,564−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,854,141−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,808,576−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −1,749,906−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −1,636,360−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −1,459,883−100.0% | Sold out |
| Omni Event Management Ltd | 0 | $0 | 0.00% | −1,293,221−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −1,264,238−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −1,228,158−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,167,610−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −973,600−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −804,709−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −758,748−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −730,369−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −670,397−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −656,100−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −647,938−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −638,783−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −558,461−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −533,933−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −524,044−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −518,264−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −504,510−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −502,501−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −497,100−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −486,373−100.0% | Sold out |
| Jet Capital Investors L P | 0 | $0 | 0.00% | −420,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −412,435−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −391,758−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −390,614−100.0% | Sold out |
| Bardin Hill Management Partners LP | 0 | $0 | 0.00% | −381,841−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −376,040−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −373,584−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −371,946−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −357,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −352,406−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −332,228−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −326,300−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −314,420−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −300,951−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −277,446−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −271,266−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −254,119−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −232,532−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −231,869−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −230,509−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −213,798−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −171,910−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −168,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −161,827−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −155,771−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −154,613−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −154,298−100.0% | Sold out |
| Chicago Capital Management, LLC | 0 | $0 | 0.00% | −153,026−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −152,196−100.0% | Sold out |
| Kellner Capital, LLC | 0 | $0 | 0.00% | −147,500−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −132,116−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −131,496−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −129,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −118,949−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −112,054−100.0% | Sold out |
| Asset Advisors Investment Management, LLC | 0 | $0 | 0.00% | −108,000−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −107,289−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −106,946−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −95,718−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −90,844−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −85,693−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −81,453−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −78,358−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −77,332−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −73,697−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −73,241−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −71,785−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −70,021−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −69,696−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −68,828−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −64,784−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −60,600−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −58,514−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −57,552−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −55,812−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Winslow Asset Management Inc | 0 | $0 | 0.00% | −52,502−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −51,547−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −51,069−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −49,737−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −49,616−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −49,249−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −47,597−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −46,861−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |