Focus Financial Partners Inc.
FOCS2023/8/31 下市- 產業
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. 已在 2023/8/31 下市；內部人最後一份 Form 4 在 2023/9/1 申報；2023 年第 2 季末有 208 家機構在 13F 申報持有，市值合計 $38.8 億；大師中只有索羅斯基金管理持有。
2022 年第 3 季 13F 持有人
Focus Financial Partners Inc. 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 198
- 較 2022 年第 2 季 −3 家
- 持有股數
- 7,341 萬
- 較 2022 年第 2 季 −30.9 萬 (−0.4%)
- 總市值
- $23.2 億
- 較 2022 年第 2 季 −$2.02 億 (−8.0%)
- 新進機構
- 22
- 另有 72 家加碼
- 清倉機構
- 25
- 另有 63 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FOCS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 208 | $38.8 億 |
| 2023 年第 1 季 | 230 | $37.2 億 |
| 2022 年第 4 季 | 179 | $27.8 億 |
| 2022 年第 3 季 | 198 | $23.2 億 |
| 2022 年第 2 季 | 203 | $25.2 億 |
| 2022 年第 1 季 | 218 | $33.1 億 |
| 2021 年第 4 季 | 240 | $43.1 億 |
| 2021 年第 3 季 | 212 | $34.6 億 |
| 2021 年第 2 季 | 208 | $31.5 億 |
| 2021 年第 1 季 | 199 | $27.0 億 |
2022 年第 3 季持有機構
每家機構持有 Focus Financial Partners Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4 | $0 | 0.00% | −265−98.5% | 減碼 |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | 減碼 |
| Larson Financial Group LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Parallel Advisors, LLC | 37 | $1,000 | 0.00% | −3−7.5% | 減碼 |
| Bell Investment Advisors, Inc | 16 | $1,000 | 0.00% | −27−62.8% | 減碼 |
| Private Trust Co NA | 20 | $1,000 | 0.00% | +20 | 新進 |
| Wipfli Financial Advisors LLC, | 37 | $1,000 | 0.00% | +37 | 新進 |
| American Portfolios Advisors | 48 | $1,512 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 112 | $2,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 60 | $2,000 | 0.00% | +57+1,900.0% | 加碼 |
| Trust Co of Vermont | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 127 | $4,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 159 | $5,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 153 | $5,000 | 0.00% | +143+1,430.0% | 加碼 |
| IFP Advisors, Inc | 161 | $7,000 | 0.00% | +14+9.5% | 加碼 |
| Lindbrook Capital, LLC | 220 | $7,000 | 0.00% | +207+1,592.3% | 加碼 |
| Quadrant Capital Group LLC | 256 | $8,000 | 0.00% | +218+573.7% | 加碼 |
| Ellevest, Inc. | 288 | $9,000 | 0.00% | +288 | 新進 |
| Signaturefd, LLC | 382 | $1.20 萬 | 0.00% | +253+196.1% | 加碼 |
| CWM, LLC | 543 | $1.70 萬 | 0.00% | +41+8.2% | 加碼 |
| Global Retirement Partners, LLC | 551 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,028 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 1,000 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Walleye Trading LLC | 1,019 | $3.20 萬 | 0.00% | +1,019 | 新進 |
| FourThought Financial, LLC | 1,000 | $3.20 萬 | 0.00% | +1,000 | 新進 |
| Harbor Investment Advisory, LLC | 1,044 | $3.30 萬 | 0.01% | +645+161.7% | 加碼 |
| Nisa Investment Advisors, LLC | 1,307 | $4.50 萬 | 0.00% | +42+3.3% | 加碼 |
| Advisor Group Holdings, Inc. | 1,639 | $5.10 萬 | 0.00% | −689−29.6% | 減碼 |
| Assetmark, Inc | 1,910 | $6.00 萬 | 0.00% | +621+48.2% | 加碼 |
| Financial Management Professionals, Inc. | 2,031 | $6.40 萬 | 0.01% | +562+38.3% | 加碼 |
| Simplex Trading, LLC | 2,087 | $6.50 萬 | 0.00% | +2,087 | 新進 |
| Globeflex Capital L P | 2,374 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 2,418 | $7.60 萬 | 0.00% | −3,219−57.1% | 減碼 |
| Great West Life Assurance Co | 3,176 | $10.0 萬 | 0.00% | +479+17.8% | 加碼 |
| Metropolitan Life Insurance Co | 3,504 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,351 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 4,919 | $15.5 萬 | 0.00% | +2,008+69.0% | 加碼 |
| State of Wyoming | 5,239 | $16.5 萬 | 0.08% | +3,017+135.8% | 加碼 |
| Institutional & Family Asset Management, LLC | 5,514 | $17.4 萬 | 0.03% | 00.0% | 不變 |
| Cim, LLC | 5,739 | $20.1 萬 | 0.04% | +5,739 | 新進 |
| ProShare Advisors LLC | 6,397 | $20.2 萬 | 0.00% | −120−1.8% | 減碼 |
| Engineers Gate Manager LP | 6,518 | $20.5 萬 | 0.01% | +6,518 | 新進 |
| Handelsbanken Fonder AB | 6,600 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| HMS Capital Management, LLC | 6,876 | $21.7 萬 | 0.13% | −3,858−35.9% | 減碼 |
| Russell Investments Group, Ltd. | 6,936 | $21.8 萬 | 0.00% | +2,158+45.2% | 加碼 |
| Citadel Advisors LLC | 6,988 | $22.1 萬 | 0.00% | −5,978−46.1% | 減碼 |
| Ensign Peak Advisors, Inc | 7,000 | $22.1 萬 | 0.00% | +7,000 | 新進 |
| Van Hulzen Asset Management, LLC | 7,277 | $22.9 萬 | 0.03% | +367+5.3% | 加碼 |
| Edge Capital Group, LLC | 7,285 | $23.0 萬 | 0.02% | −13,717−65.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 7,419 | $23.4 萬 | 0.00% | +7,419 | 新進 |
| Point72 Hong Kong Ltd | 7,541 | $23.8 萬 | 0.01% | +7,541 | 新進 |
| Mariner, LLC | 7,602 | $24.0 萬 | 0.00% | +7,602 | 新進 |
| Occudo Quantitative Strategies LP | 7,715 | $24.3 萬 | 0.02% | −13,430−63.5% | 減碼 |
| Teacher Retirement System of Texas | 8,403 | $26.5 萬 | 0.00% | −30.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 8,737 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 8,748 | $27.6 萬 | 0.00% | +8,748 | 新進 |
| Advantage Alpha Capital Partners LP | 8,912 | $28.1 萬 | 0.05% | −146,814−94.3% | 減碼 |
| Ergoteles LLC | 9,352 | $29.5 萬 | 0.01% | −38,348−80.4% | 減碼 |
| Amalgamated Bank | 9,377 | $29.5 萬 | 0.00% | +148+1.6% | 加碼 |
| BloombergSen Inc. | 9,450 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $31.7 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 10,300 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 10,388 | $32.7 萬 | 0.10% | +10,388 | 新進 |
| Tower Research Capital LLC (TRC) | 10,427 | $32.9 萬 | 0.01% | +8,132+354.3% | 加碼 |
| Brinker Capital Investments, LLC | 10,987 | $34.6 萬 | 0.01% | −12,894−54.0% | 減碼 |
| GYL Financial Synergies, LLC | 11,000 | $34.7 萬 | 0.09% | 00.0% | 不變 |
| Summit Global Investments | 11,100 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 11,444 | $36.1 萬 | 0.04% | +402+3.6% | 加碼 |
| Studio Investment Management LLC | 12,022 | $37.9 萬 | 0.14% | +747+6.6% | 加碼 |
| AQR Capital Management LLC | 13,432 | $42.3 萬 | 0.00% | −16,513−55.1% | 減碼 |
| Royal Bank of Canada | 13,974 | $44.1 萬 | 0.00% | −1,836−11.6% | 減碼 |
| Smithfield Trust Co | 14,750 | $46.5 萬 | 0.03% | 00.0% | 不變 |
| Arizona State Retirement System | 15,986 | $50.4 萬 | 0.01% | +54+0.3% | 加碼 |
| Price T Rowe Associates Inc | 16,067 | $50.7 萬 | 0.00% | +3,733+30.3% | 加碼 |
| Jane Street Group, LLC | 16,368 | $51.6 萬 | 0.00% | −29,998−64.7% | 減碼 |
| Gabelli Funds LLC | 17,500 | $55.1 萬 | 0.00% | +17,500 | 新進 |
| Kovitz Investment Group Partners, LLC | 17,600 | $55.5 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 17,929 | $56.5 萬 | 0.00% | +17,929 | 新進 |
| Franklin Resources Inc | 18,553 | $58.5 萬 | 0.00% | +240+1.3% | 加碼 |
| Vestor Capital, LLC | 19,000 | $59.9 萬 | 0.08% | 00.0% | 不變 |
| Twinbeech Capital LP | 19,006 | $59.9 萬 | 0.02% | +19,006 | 新進 |
| Advisors Asset Management, Inc. | 19,149 | $60.3 萬 | 0.01% | +2,652+16.1% | 加碼 |
| Two Sigma Advisers, LP | 19,400 | $61.1 萬 | 0.00% | −46,100−70.4% | 減碼 |
| Equitable Trust Co | 19,448 | $61.3 萬 | 0.05% | +2,868+17.3% | 加碼 |
| Stifel Financial Corp | 19,657 | $62.0 萬 | 0.00% | +12,110+160.5% | 加碼 |
| JFS Wealth Advisors, LLC | 20,030 | $63.1 萬 | 0.07% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 20,302 | $64.0 萬 | 0.04% | +20,302 | 新進 |
| Keeley-Teton Advisors, LLC | 21,365 | $67.3 萬 | 0.09% | −2,170−9.2% | 減碼 |
| Susquehanna International Group, LLP | 21,980 | $69.3 萬 | 0.00% | −4,796−17.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 23,385 | $73.7 萬 | 0.00% | −353−1.5% | 減碼 |
| Graham Capital Management, L.P. | 24,164 | $76.1 萬 | 0.03% | +14,008+137.9% | 加碼 |
| Eaton Vance Management | 24,223 | $76.3 萬 | 0.00% | +223+0.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 24,547 | $77.3 萬 | 0.01% | +3,264+15.3% | 加碼 |
| Algert Global LLC | 24,707 | $77.9 萬 | 0.05% | +5,247+27.0% | 加碼 |
| PDT Partners, LLC | 25,721 | $81.0 萬 | 0.12% | +25,721 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 26,737 | $84.2 萬 | 0.00% | +7,480+38.8% | 加碼 |
| American International Group, Inc. | 27,545 | $86.8 萬 | 0.01% | +389+1.4% | 加碼 |