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FRC

First Republic Bank

Delisted

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

480 hedge funds and large institutions have $16.4B invested in First Republic Bank in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $4.53M

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $15.6B → $16.4B (+$810M)

1% more funds holding

Funds holding: 474480 (+6)

3% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 186

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
480
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
11.97%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
43
Increased
180
Reduced
186
Closed
31
Calls
$10.4M
Puts
$4.53M
Net Calls
+$5.83M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
351
Welch & Forbes
Massachusetts
$517K
SW
352
SVB Wealth
Massachusetts
$501K
JG
353
Jefferies Group
New York
$500K +$203K +2,048 +75%
CG
354
Cutler Group
California
$493K +$470K +4,727 New
BRWA
355
B. Riley Wealth Advisors
Florida
$489K -$33.6K -338 -7%
WG
356
Winton Group
United Kingdom
$488K +$5.96K +60 +1%
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$481K +$24.8K +250 +6%
FT
358
Fiduciary Trust
Massachusetts
$476K
AC
359
Ascend Capital
California
$454K +$433K +4,358 New
PAM
360
Panagora Asset Management
Massachusetts
$445K -$9.54K -96 -2%
II
361
IFM Investors
Australia
$438K +$19.9K +200 +5%
GI
362
GAMCO Investors
Connecticut
$435K -$14.9K -150 -3%
HCM
363
Hollencrest Capital Management
California
$434K +$4.97K +50 +1%
TSW
364
Thompson Siegel & Walmsley
Virginia
$422K -$49.7K -500 -11%
KeyBank National Association
365
KeyBank National Association
Ohio
$420K +$136K +1,374 +52%
LPC
366
Loeb Partners Corp
New York
$417K
AIG
367
American International Group
New York
$405K -$369K -3,716 -49%
Cerity Partners
368
Cerity Partners
New York
$394K +$375K +3,775 New
PA
369
Profund Advisors
Maryland
$391K -$26K -262 -7%
CGH
370
Crossmark Global Holdings
Texas
$388K +$369K +3,712 New
B
371
Bailard
California
$382K +$363K +3,657 New
Creative Planning
372
Creative Planning
Kansas
$374K +$216K +2,170 +154%
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$366K
AG
374
Advisor Group
Arizona
$350K -$33.6K -338 -9%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$344K +$4.37K +44 +1%

FRC Hedge Fund Activity: Q3 2017 in Review

480 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q3 2017, worth a combined $16.4B — up 5.2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FRC positions and 31 closed out — a net gain of 12 holders — while 180 added to existing stakes and 186 trimmed.

The largest buyer was Artisan Partners, adding an estimated $68.9M. The largest seller was Aristotle Capital Management, cutting an estimated $68.8M.

  • 480 institutional investors held First Republic Bank (FRC) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $16.4B of First Republic Bank stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 43 funds opened new First Republic Bank positions in Q3 2017 and 31 closed out, a net change of +12 holders.
  • The largest First Republic Bank buyer in Q3 2017 was Artisan Partners, an estimated $68.9M added.
  • The largest First Republic Bank seller in Q3 2017 was Aristotle Capital Management, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2017.