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 2023
Institutional positions in Focus Financial Partners Inc. as of Jun 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, so this page shows Q2 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 208
- −21 vs. Q1 2023
- Shares held
- 73.8M
- +2.46M (+3.4%) vs. Q1 2023
- Total value
- $3.88B
- +$154.5M (+4.1%) vs. Q1 2023
- New holders
- 25
- 83 more added
- Sold out
- 46
- 56 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 32,225 | $1.69M | 0.02% | −73,975−69.7% | Reduced |
| Pictet Asset Management SA | 33,053 | $1.74M | 0.00% | +2,080+6.7% | Added |
| FORA Capital, LLC | 33,623 | $1.77M | 0.25% | +25,129+295.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,556 | $1.87M | 0.01% | +12,556+54.6% | Added |
| Cornerstone Wealth Group, LLC | 36,750 | $1.93M | 0.35% | −5,150−12.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.94M | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 39,935 | $2.10M | 0.45% | 00.0% | Unchanged |
| Diametric Capital, LP | 45,018 | $2.36M | 1.06% | +45,018 | New |
| National Bank of Canada | 46,000 | $2.42M | 0.00% | +46,000 | New |
| State of New Jersey Common Pension Fund D | 46,861 | $2.46M | 0.01% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 47,597 | $2.50M | 0.01% | +4,037+9.3% | Added |
| EHP Funds Inc. | 49,249 | $2.59M | 0.73% | −25,000−33.7% | Reduced |
| Telemus Capital, LLC | 49,616 | $2.61M | 0.22% | 00.0% | Unchanged |
| Hoylecohen, LLC | 49,737 | $2.61M | 0.23% | −1,770−3.4% | Reduced |
| Carmignac Gestion | 51,069 | $2.68M | 0.05% | +51,069 | New |
| Kapitalo Investimentos Ltda | 51,547 | $2.71M | 0.50% | +51,547 | New |
| Winslow Asset Management Inc | 52,502 | $2.76M | 0.59% | −90,992−63.4% | Reduced |
| Vestcor Inc | 55,000 | $2.89M | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 55,812 | $2.93M | 0.00% | +465+0.8% | Added |
| Gamco Investors, Inc. Et Al | 57,552 | $3.02M | 0.03% | +14,860+34.8% | Added |
| UBS Asset Management Americas Inc | 58,514 | $3.04M | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 60,600 | $3.18M | 0.39% | −20,100−24.9% | Reduced |
| Wolverine Asset Management LLC | 64,784 | $3.40M | 0.06% | +42,392+189.3% | Added |
| Yakira Capital Management, Inc. | 68,828 | $3.61M | 0.96% | +68,828 | New |
| Baird Financial Group, Inc. | 69,696 | $3.66M | 0.01% | −1,089−1.5% | Reduced |
| Edgestream Partners, L.P. | 70,021 | $3.68M | 0.33% | +70,021 | New |
| California State Teachers Retirement System | 71,785 | $3.77M | 0.01% | −1,878−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 73,241 | $3.85M | 0.05% | −45,851−38.5% | Reduced |
| Victory Capital Management Inc | 73,697 | $3.87M | 0.00% | −297,025−80.1% | Reduced |
| Susquehanna International Group, LLP | 77,332 | $4.06M | 0.01% | +45,034+139.4% | Added |
| Public Employees Retirement System of Ohio | 78,358 | $4.12M | 0.02% | +77,975+20,359.0% | Added |
| Rhumbline Advisers | 81,453 | $4.28M | 0.00% | +2,692+3.4% | Added |
| Ergoteles LLC | 85,693 | $4.50M | 0.22% | −79,301−48.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 90,844 | $4.77M | 0.06% | +48,369+113.9% | Added |
| Quadrant Private Wealth Management, LLC | 95,718 | $5.03M | 1.46% | −1,000−1.0% | Reduced |
| Alberta Investment Management Corp | 100,000 | $5.25M | 0.05% | +20,000+25.0% | Added |
| Credit Suisse AG | 106,946 | $5.62M | 0.01% | −110,679−50.9% | Reduced |
| Ameriprise Financial Inc | 107,289 | $5.64M | 0.00% | −434,303−80.2% | Reduced |
| Asset Advisors Investment Management, LLC | 108,000 | $5.67M | 0.72% | 00.0% | Unchanged |
| Invesco Ltd. | 112,054 | $5.88M | 0.00% | −401,774−78.2% | Reduced |
| Prelude Capital Management, LLC | 118,949 | $6.25M | 0.52% | +50,379+73.5% | Added |
| Swiss National Bank | 129,200 | $6.78M | 0.00% | +1,300+1.0% | Added |
| Gardner Lewis Asset Management L P | 131,496 | $6.90M | 2.53% | +131,496 | New |
| NBW Capital LLC | 132,116 | $6.94M | 1.62% | −5,700−4.1% | Reduced |
| Kellner Capital, LLC | 147,500 | $7.75M | 8.90% | +38,000+34.7% | Added |
| Relative Value Partners Group, LLC | 152,196 | $7.99M | 0.52% | −10,379−6.4% | Reduced |
| Chicago Capital Management, LLC | 153,026 | $8.04M | 10.29% | +91,810+150.0% | Added |
| JPMorgan Chase & Co | 154,298 | $8.10M | 0.00% | −2,479,798−94.1% | Reduced |
| Ci Investments Inc. | 154,613 | $8.12M | 0.04% | −50,000−24.4% | Reduced |
| Marshall Wace, LLP | 155,771 | $8.18M | 0.02% | +31,978+25.8% | Added |
| Nuveen Asset Management, LLC | 161,827 | $8.50M | 0.00% | +1,254+0.8% | Added |
| JCP Investment Management, LLC | 168,000 | $8.82M | 7.36% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 171,910 | $9.03M | 0.31% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 213,798 | $11.2M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 230,509 | $12.1M | 0.03% | +83,225+56.5% | Added |
| HSBC Holdings PLC | 231,869 | $12.2M | 0.01% | −11,464−4.7% | Reduced |
| Qube Research & Technologies Ltd | 232,532 | $12.2M | 0.05% | +6,779+3.0% | Added |
| CNH Partners LLC | 254,119 | $13.3M | 0.58% | −175,893−40.9% | Reduced |
| Bank of New York Mellon Corp | 271,266 | $14.2M | 0.00% | −3,135−1.1% | Reduced |
| Norges Bank | 277,446 | $14.6M | 0.00% | +66,000+31.2% | Added |
| Cassaday & Co Wealth Management LLC | 300,951 | $15.8M | 0.63% | 00.0% | Unchanged |
| UBS Group AG | 314,420 | $16.5M | 0.01% | +175,774+126.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 326,300 | $17.1M | 2.87% | +127,500+64.1% | Added |
| Deutsche Bank AG | 332,228 | $17.4M | 0.01% | +274,571+476.2% | Added |
| Janus Henderson Group PLC | 352,406 | $18.5M | 0.01% | −142,530−28.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 357,000 | $18.7M | 1.20% | +138,200+63.2% | Added |
| New York Life Investment Management LLC | 371,946 | $19.5M | 0.20% | +6,559+1.8% | Added |
| Gabelli Funds LLC | 373,584 | $19.6M | 0.15% | +91,064+32.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 376,040 | $19.7M | 2.97% | +310,473+473.5% | Added |
| Bardin Hill Management Partners LP | 381,841 | $20.1M | 5.28% | +34,566+10.0% | Added |
| Morgan Stanley | 390,614 | $20.5M | 0.00% | −165,043−29.7% | Reduced |
| Alliancebernstein L.P. | 391,758 | $20.6M | 0.01% | +195,026+99.1% | Added |
| Loomis Sayles & Co L P | 412,435 | $21.7M | 0.03% | −3,813−0.9% | Reduced |
| Jet Capital Investors L P | 420,000 | $22.1M | 6.98% | +420,000 | New |
| Bank of America Corp | 486,373 | $25.5M | 0.00% | +77,140+18.8% | Added |
| Melqart Asset Management (UK) Ltd | 497,100 | $26.1M | 2.39% | +497,100 | New |
| Picton Mahoney Asset Management | 500,000 | $26.3M | 1.29% | +500,000 | New |
| Woodline Partners LP | 502,501 | $26.4M | 0.31% | +309,802+160.8% | Added |
| Citadel Advisors LLC | 504,510 | $26.5M | 0.03% | −17,712−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 518,264 | $27.2M | 0.01% | +1,225+0.2% | Added |
| WCM Investment Management, LLC | 524,044 | $27.5M | 0.08% | +2,938+0.6% | Added |
| Millennium Management LLC | 533,933 | $28.0M | 0.03% | +205,345+62.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 558,461 | $29.3M | 0.64% | 00.0% | Unchanged |
| Man Group plc | 638,783 | $33.5M | 0.10% | – | – |
| Northern Trust Corp | 647,938 | $34.0M | 0.01% | −16,059−2.4% | Reduced |
| Alpine Associates Management Inc. | 656,100 | $34.5M | 1.55% | +84,100+14.7% | Added |
| Water Island Capital LLC | 670,397 | $35.2M | 3.28% | −20,029−2.9% | Reduced |
| Principal Financial Group Inc | 730,369 | $38.4M | 0.03% | −265,913−26.7% | Reduced |
| Vivaldi Asset Management, LLC | 758,748 | $39.8M | 2.37% | +479,941+172.1% | Added |
| P Schoenfeld Asset Management LP | 804,709 | $42.3M | 5.74% | +81,090+11.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 973,600 | $51.1M | 0.23% | +550,500+130.1% | Added |
| Geode Capital Management, LLC | 1,167,610 | $61.3M | 0.01% | +43,672+3.9% | Added |
| TIG Advisors, LLC | 1,228,158 | $64.5M | 3.88% | +847,014+222.2% | Added |
| State Street Corp | 1,264,238 | $66.4M | 0.00% | +12,395+1.0% | Added |
| Omni Event Management Ltd | 1,293,221 | $67.9M | 6.95% | +1,293,221 | New |
| Glazer Capital, LLC | 1,459,883 | $76.7M | 5.08% | +376,506+34.8% | Added |
| Pentwater Capital Management LP | 1,636,360 | $85.9M | 1.08% | +363,114+28.5% | Added |
| PSquared Asset Management AG | 1,749,906 | $91.9M | 10.82% | +1,749,906 | New |
| Magnetar Financial LLC | 1,808,576 | $95.0M | 2.08% | +507,684+39.0% | Added |
| Macquarie Group Ltd | 1,854,141 | $97.4M | 0.11% | −6,794−0.4% | Reduced |