Focus Financial Partners Inc.
Hedge Funds Holdings

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Focus Financial Partners Inc.‘s stocks are currently a part of 146 hedge funds’ portfolios, which represents 52.05% of the total amount of its stocks outstanding. This makes up a total of 24.35M shares of Focus Financial Partners Inc.. Compared to the previous quarter, the number fell by -66.93% or -49.28M shares fewer. As for the holding position changes, 18.49% (27) of current hedge fund investors increased the number of shares held, 32.19% (47) of current holders sold a part of the shares held, and 10.96% (16) closed the holdings completely. 42 hedge funds are new holders of Focus Financial Partners Inc. stock in Q1 2023, it is 28.77% of total holders.

Hedge funds holding Focus Financial Partners (Q3 2018 – Q1 2023)

Number of hedge funds
Q3 2018 82
Q4 2018 79
Q1 2019 100
Q2 2019 111
Q3 2019 114
Q4 2019 133
Q1 2020 110
Q2 2020 129
Q3 2020 147
Q4 2020 161
Q1 2021 197
Q2 2021 206
Q3 2021 210
Q4 2021 238
Q1 2022 213
Q2 2022 195
Q3 2022 192
Q4 2022 175
Q1 2023 146

Hedge funds changes in Focus Financial Partners positions (Q3 2018 – Q1 2023)

Changes in positions
Q3 2018 820000
Q4 2018 19321922-13
Q1 2019 314316100
Q2 2019 294620151
Q3 2019 1456201113
Q4 2019 334038148
Q1 2020 9414132-13
Q2 2020 314434119
Q3 2020 3348421410
Q4 2020 3444531911
Q1 2021 578337191
Q2 2021 51794641-11
Q3 2021 388152327
Q4 2021 4389711223
Q1 2022 23935943-5
Q2 2022 21647835-3
Q3 2022 2468612514
Q4 2022 126867262
Q1 2023 4227471614

Hedge funds changes in Focus Financial Partners stock options (Q3 2018 – Q1 2023)

Changes in stock options
Q3 2018 1,499,000 498,000
Q4 2018 232,000 0
Q1 2019 213,000 0
Q2 2019 315,000 18,473,000
Q3 2019 3,097,000 32,757,000
Q4 2019 4,378,000 17,576,000
Q1 2020 3,239,000 519,000
Q2 2020 4,887,000 1,020,000
Q3 2020 3,600,000 2,275,000
Q4 2020 6,330,000 13,119,000
Q1 2021 3,569,000 3,195,000
Q2 2021 9,317,000 7,095,000
Q3 2021 7,687,000 9,750,000
Q4 2021 12,368,000 21,558,000
Q1 2022 46,402,000 18,580,000
Q2 2022 15,194,000 4,141,000
Q3 2022 3,262,000 2,020,000
Q4 2022 4,177,356 1,408,082
Q1 2023 20,000 72,000

Top 50 hedge fund holders of Focus Financial Partners Inc. (NASDAQ:FOCS)

Hedge fund Value Shares owned Portfolio share
STONE POINT CAPITAL LLC 505.70M 16.04M 29.581%
WASATCH ADVISORS LP 240.26M 7.62M 1.669%
CAPITAL WORLD INVESTORS 171.73M 5.45M 0.039%
JPMORGAN CHASE & CO 161.38M 5.12M 0.023%
VANGUARD GROUP INC 154.32M 4.89M 0.004%
BLACKROCK INC. Larry Fink 116.32M 3.69M 0.004%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 79.90M 2.53M 6.617%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 70.78M 2.24M 0.026%
MACQUARIE GROUP LTD 57.63M 1.82M 0.071%
PRINCIPAL FINANCIAL GROUP INC 55.64M 1.76M 0.044%
TIMESSQUARE CAPITAL MANAGEMENT, LLC 37.96M 1.20M 0.528%
STATE STREET CORP 37.88M 1.20M 0.002%
FMR LLC 33.33M 1.05M 0.004%
WCM INVESTMENT MANAGEMENT, LLC 32.93M 1.01M 0.118%
GEODE CAPITAL MANAGEMENT, LLC 32.82M 1.04M 0.005%
INVESCO LTD. 28.05M 890.33K 0.009%
LOOMIS SAYLES & CO L P 27.31M 866.88K 0.055%
JANUS HENDERSON GROUP PLC 23.81M 755.56K 0.018%
NORTHERN TRUST CORP 23.52M 746.71K 0.005%
VICTORY CAPITAL MANAGEMENT INC 22.82M 724.24K 0.027%
AMERIPRISE FINANCIAL INC 20.94M 665.11K 0.008%
SOROS FUND MANAGEMENT LLC George Soros 19.39M 615.61K 0.331%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15.07M 478.26K 0.005%
VOYA INVESTMENT MANAGEMENT LLC 14.87M 472.03K 0.016%
CI INVESTMENTS INC. 14.16M 449.67K 0.073%
JENNISON ASSOCIATES LLC 13.22M 419.69K 0.013%
STATE OF WISCONSIN INVESTMENT BOARD 10.52M 334.06K 0.033%
GOLDMAN SACHS GROUP INC 10.01M 317.93K 0.002%
NUVEEN ASSET MANAGEMENT, LLC 9.34M 296.59K 0.004%
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 9.13M 290K 0.103%
SEI INVESTMENTS CO 8.55M 271.40K 0.019%
BANK OF NEW YORK MELLON CORP 8.15M 258.73K 0.002%
BANK OF AMERICA CORP /DE/ 7.81M 248.07K 0.001%
EWING MORRIS & CO. INVESTMENT PARTNERS LTD. 7.54M 239.57K 9.871%
MOODY ALDRICH PARTNERS LLC 7.17M 227.67K 1.477%
PEREGRINE CAPITAL MANAGEMENT LLC 6.87M 218.31K 0.223%
WINSLOW ASSET MANAGEMENT INC 6.72M 213.36K 1.751%
NEW YORK STATE COMMON RETIREMENT FUND 6.70M 212.87K 0.010%
PHOCAS FINANCIAL CORP. 6.31M 200.42K 0.978%
BECK MACK & OLIVER LLC 5.83M 185.02K 0.188%
RELATIVE VALUE PARTNERS GROUP, LLC 5.23M 166.17K 0.429%
VERITION FUND MANAGEMENT LLC 4.75M 150.99K 0.054%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4.67M 148.48K 0.021%
MORGAN STANLEY 4.67M 148.33K 0.001%
CRESTWOOD ADVISORS GROUP LLC 4.58M 145.44K 0.163%
FIDUCIARY GROUP LLC 4.54M 115.1K 0.589%
RAYMOND JAMES & ASSOCIATES 4.47M 141.88K 0.004%
SWISS NATIONAL BANK 4.39M 139.5K 0.003%
NBW CAPITAL LLC 4.38M 138.99K 1.174%
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC 3.95M 125.63K 0.564%