Focus Financial Partners Inc (FOCS)

FINANCE: CONSUMER FINANCE
SIC: INVESTMENT ADVICE

875 THIRD AVENUE NEW YORK, NY 10022

Focus Financial Partners Inc. provides wealth management services. The Company offers financial planning, asset allocation, asset management, and tax preparation services. Focus Financial Partners serves customers in the United States.

Data as of 2020-10-17
Market Cap2.73 Billion Shares Outstanding69.602 Million Avg 30-day Volume322.472 Thousand
P/E Ratio169.6 Dividend Yield EPS0.23
Price/Sales1.905 Price cash flow ratio9.1 Price free cash flow ratio325.7
Book Value7.25 Price to Tangible Book-1.71 Alpha-0.01
Short Interest Ratio % Short Interest to Float R-squared0.270782
BETA1.39376 52-week High/Low40.99 / 12.17 Stddev0.155735
View SEC Filings from FOCS instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 8 6 33.33% 5 (0.33%) 4 (0.26%) 25.0%
Funds Holding: 133 114 16.67% 41 (2.67%) 30 (1.92%) 36.67%
13F shares: 59.054 Million 59.589 Million -0.9% 39.016 Million 39.575 Million -1.41%
% Ownership 84.8449 85.6574 -0.95% 56.0557 56.8875 -1.46%
New Positions: 31 9 244.44% 13
Increased Positions 44 41 7.32% 13 13 0.0%
Closed Positions 11 33 -66.67% 2 14 -85.71%
Reduced Positions 34 41 -17.07% 8 10 -20.0%
Total Calls 138.495 Thousand 129.613 Thousand 6.85% 83.5 Thousand 81.4 Thousand 2.58%
Total Puts 77.901 Thousand 54.062 Thousand 44.1% 5.8 Thousand
PUT/CALL Ratio 0.56 0.42 33.33% 0.07 0.0
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding FOCS (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding FOCS BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

1.4 Million total shares from 7 transactions

Exercise Derivative Conversion (M)

1.4 Million total shares from 7 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MORGANROTH GREG S.

  • Director
0 2020-09-24 2

KODIALAM RAJINI SUNDAR COO

  • Officer
  • Director
0 2020-09-08 2

ADOLF RUEDIGER CEO AND CHAIRMAN

  • Officer
  • Director
0 2020-09-08 2

SHANAHAN JAMES CFO

  • Officer
0 2020-09-08 2

CHANG LEONARD R. SR. MANAGING DIR/HEAD OF M&A

  • Officer
0 2020-09-08 2

MCGRANAHAN JOHN RUSSELL GENERAL COUNSEL

  • Officer
1,000 2020-09-08 2

KKR MANAGEMENT HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS CORP

0 2020-01-01 1

MCWHINNEY DEBORAH D

  • Director
0 2019-12-11 1

GOTTDIENER NOAH

  • Director
0 2019-12-11 1

FELICIANI JOSEPH

  • Director
0 2019-12-11 1

CAREY JAMES D

  • Director
11,496,201 2018-07-30 0

STONE POINT CAPITAL LLC

TRIDENT FFP LP

TRIDENT VI, L.P.

TRIDENT VI PARALLEL FUND, L.P.

TRIDENT VI DE PARALLEL FUND, L.P.

TRIDENT FFP GP LLC

TRIDENT CAPITAL VI, L.P.

  • Director
  • 10% Owner
11,496,201 2018-07-30 0

KKR FREYA AGGREGATOR L.P.

KKR FREYA AGGREGATOR GP LLC

KKR AMERICAS FUND XII (FREYA) L.P.

KKR ASSOCIATES AMERICAS XII AIV L.P.

KKR AMERICAS XII AIV GP LLC

KKR ASSOCIATES AMERICAS XII L.P.

KKR AMERICAS XII LTD

KKR AMERICAS XII (FREYA) BLOCKER PARENT L.P.

KKR AMERICAS XII EEA (FREYA) BLOCKER PARENT L.P.

5,139,807 2018-07-30 0

KKR FUND HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS CORP

KKR FUND HOLDINGS GP LTD

KKR GROUP HOLDINGS CORP.

KKR & CO. INC.

KKR MANAGEMENT LLC

KRAVIS HENRY R

ROBERTS GEORGE R

5,139,807 2018-07-30 0

MUHTADIE FAYEZ S.

  • Director
0 2018-07-25 0

HARRINGTON CHRISTOPHER J

  • Director
0 2018-07-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MORGANROTH GREG S. - Director

2020-09-25 17:17:38 -0400 2020-09-24 A 30,000 a 30,000 direct

SHANAHAN JAMES - Officer CFO by shanahan family 2013 insurance trust

2020-09-09 07:30:45 -0400 2020-09-08 M 48,462 a 48,462 indirect

KODIALAM RAJINI SUNDAR - Director - Officer COO

2020-09-09 07:31:14 -0400 2020-09-08 M 260,749 a 260,749 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

SHANAHAN JAMES - Officer CFO

2020-09-09 07:30:45 -0400 2020-09-08 M 235,723 d 181,277 direct

SHANAHAN JAMES - Officer CFO by shanahan family 2013 insurance trust

2020-09-09 07:30:45 -0400 2020-09-08 M 48,462 a 48,462 indirect -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 186,783 a 186,783 direct

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 10,316 d 0 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 561,185 d 58,495 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 46,000 d 386 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 S 561,185 $31.05 d 0 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

KODIALAM RAJINI SUNDAR - Director - Officer COO

2020-09-09 07:31:14 -0400 2020-09-08 M 260,749 d 0 direct

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 92,767 d 0 direct

KODIALAM RAJINI SUNDAR - Director - Officer COO by kodialam 2014 family trust

2020-09-09 07:31:14 -0400 2020-09-08 M 125,000 d 215,000 indirect

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 100,000 d 0 direct

SHANAHAN JAMES - Officer CFO by shanahan family 2013 insurance trust

2020-09-09 07:30:45 -0400 2020-09-08 M 48,462 d 0 indirect

KODIALAM RAJINI SUNDAR - Director - Officer COO

2020-09-09 07:31:14 -0400 2020-09-08 S 260,749 $31.05 d 0 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

SHANAHAN JAMES - Officer CFO

2020-09-09 07:30:45 -0400 2020-09-08 M 177,979 a 177,979 direct

SHANAHAN JAMES - Officer CFO by shanahan family 2013 insurance trust

2020-09-09 07:30:45 -0400 2020-09-08 S 48,462 $31.05 d 0 indirect -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

SHANAHAN JAMES - Officer CFO

2020-09-09 07:30:45 -0400 2020-09-08 M 177,979 a 177,979 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 80,000 d 142,000 direct

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 S 186,783 $31.05 d 0 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 561,185 a 619,680 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 97,000 d 798 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 561,185 a 561,185 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

KODIALAM RAJINI SUNDAR - Director - Officer COO by kodialam 2014 family trust

2020-09-09 07:31:14 -0400 2020-09-08 M 87,574 a 87,574 indirect

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 92,767 a 92,767 direct

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 S 107,180 $31.05 d 1,000 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

KODIALAM RAJINI SUNDAR - Director - Officer COO

2020-09-09 07:31:14 -0400 2020-09-08 M 345,348 d 0 direct

SHANAHAN JAMES - Officer CFO

2020-09-09 07:30:45 -0400 2020-09-08 M 177,979 d 0 direct

KODIALAM RAJINI SUNDAR - Director - Officer COO by kodialam 2014 family trust

2020-09-09 07:31:14 -0400 2020-09-08 M 87,574 a 87,574 indirect -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

SHANAHAN JAMES - Officer CFO by shanahan family 2013 insurance trust(4)

2020-09-09 07:30:45 -0400 2020-09-08 M 75,000 d 0 indirect

SHANAHAN JAMES - Officer CFO

2020-09-09 07:30:45 -0400 2020-09-08 S 177,979 $31.05 d 0 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 186,783 d 0 direct

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 145,464 d 0 direct

CHANG LEONARD R. - Officer SR. MANAGING DIR/HEAD OF M&A

2020-09-09 07:30:59 -0400 2020-09-08 M 186,783 a 186,783 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 336,000 d 1,081 direct

ADOLF RUEDIGER - Director - Officer CEO AND CHAIRMAN

2020-09-09 07:31:14 -0400 2020-09-08 M 175,000 d 421 direct

KODIALAM RAJINI SUNDAR - Director - Officer COO by kodialam 2014 family trust

2020-09-09 07:31:14 -0400 2020-09-08 M 87,574 d 0 indirect

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 14,413 d 100 direct

KODIALAM RAJINI SUNDAR - Director - Officer COO

2020-09-09 07:31:14 -0400 2020-09-08 M 260,749 a 260,749 direct

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 75,213 d 0 direct

MCGRANAHAN JOHN RUSSELL - Officer GENERAL COUNSEL

2020-09-09 07:30:44 -0400 2020-09-08 M 107,180 a 108,180 direct -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

KODIALAM RAJINI SUNDAR - Director - Officer COO by kodialam 2014 family trust

2020-09-09 07:31:14 -0400 2020-09-08 S 87,574 $31.05 d 0 indirect -2.202 -4.1837 22.6801 23.3721 28 -4.3095 5

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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