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FRC

First Republic Bank

Delisted

FRC was delisted on the 28th of April, 2023.

635 hedge funds and large institutions have $25.3B invested in First Republic Bank in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 223 increasing their positions, 232 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 31

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more capital invested

Capital invested by funds: $18.1B → $25.3B (+$7.16B)

12% more funds holding

Funds holding: 566635 (+69)

4% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 232

37% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $16.7M

Holders
635
Holders Change
+69
Holders Change %
+12.19%
% of All Funds
11.24%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
106
Increased
223
Reduced
232
Closed
31
Calls
$10.5M
Puts
$16.7M
Net Calls
-$6.14M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
301
Bingham Osborn & Scarborough
California
$1.86M -$5.71M -43,836 -78%
ELI
302
Empire Life Investments
Ontario, Canada
$1.81M +$26.4K +203 +2%
SLI
303
Sumitomo Life Insurance
Japan
$1.8M -$209K -1,609 -12%
EMPI
304
Elo Mutual Pension Insurance
Finland
$1.79M +$1.59M +12,178 New
GAM
305
Gotham Asset Management
New York
$1.79M +$1.58M +12,153 New
IG
306
ING Group
Netherlands
$1.7M +$1.01M +7,728 +203%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$1.68M -$14.6K -112 -1%
SO
308
STRS Ohio
Ohio
$1.67M -$16.3K -125 -1%
FT
309
Fiduciary Trust
Massachusetts
$1.66M -$23.4K -180 -2%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$1.59M -$26K -200 -2%
LSERS
311
Louisiana State Employees Retirement System
Louisiana
$1.59M +$273K +2,100 +24%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$1.59M +$7.16K +55 +0.5%
NWM
313
Nicola Wealth Management
British Columbia, Canada
$1.57M -$148K -1,135 -10%
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$1.55M +$1.38M +10,573 New
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$1.54M -$151K -1,161 -10%
IC
316
IEQ Capital
California
$1.53M -$142K -1,089 -9%
KRS
317
Kentucky Retirement Systems
Kentucky
$1.48M +$5.73K +44 +0.4%
AB
318
Amalgamated Bank
New York
$1.44M +$11.8K +91 +0.9%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$1.43M -$72.9K -560 -5%
EMFAT
320
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.42M +$1.26M +9,665 New
SIM
321
Sentry Investment Management
Wisconsin
$1.41M
NMIMC
322
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M +$16.4K +126 +1%
MYIA
323
Mount Yale Investment Advisors
Colorado
$1.4M +$56.9K +437 +5%
HighTower Advisors
324
HighTower Advisors
Illinois
$1.39M +$177K +1,362 +17%
Macquarie Group
325
Macquarie Group
Australia
$1.38M +$218K +1,674 +22%

FRC Hedge Fund Activity: Q4 2020 in Review

635 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2020, worth a combined $25.3B — up 39% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new FRC positions and 31 closed out — a net gain of 75 holders — while 223 added to existing stakes and 232 trimmed.

The largest buyer was KBC Group, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $171M.

  • 635 institutional investors held First Republic Bank (FRC) as of Q4 2020, up from 566 in Q3 2020.
  • Funds reported $25.3B of First Republic Bank stock for Q4 2020, up 39% quarter-over-quarter.
  • 106 funds opened new First Republic Bank positions in Q4 2020 and 31 closed out, a net change of +75 holders.
  • The largest First Republic Bank buyer in Q4 2020 was KBC Group, an estimated $127M added.
  • The largest First Republic Bank seller in Q4 2020 was Citadel Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2020.