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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
IDBONY
426
Israel Discount Bank of New York
New York
$109K
BC
427
Barnett & Company
Tennessee
$104K
IIC
428
Integrated Investment Consultants
Michigan
$85K -$5.66K -57 -7%
EWM
429
Evercore Wealth Management
New York
$85K
MIP
430
Mondrian Investment Partners
United Kingdom
$84K
FA
431
Fortis Advisors
Pennsylvania
$79K +$75K +755 New
EA
432
Edge Advisors
Georgia
$65K
AssetMark Inc
433
AssetMark Inc
California
$64K +$5.86K +59 +11%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$61K +$42.7K +430 +293%
EMG
435
ETF Managers Group
New Jersey
$59K +$5.07K +51 +10%
RWA
436
Ropes Wealth Advisors
Massachusetts
$55K
BFEC
437
Benjamin F. Edwards & Company
Missouri
$53K +$50.5K +508 New
RFWA
438
RPg Family Wealth Advisory
Massachusetts
$52.3K
HNB
439
Huntington National Bank
Ohio
$52K +$4.27K +43 +9%
PCP
440
Proficio Capital Partners
Massachusetts
$48K -$20.2K -203 -30%
CBOA
441
Commonwealth Bank of Australia
Australia
$42K -$95.7K -964 -69%
FANJ
442
Financial Architects (New Jersey)
New Jersey
$40K -$5.76K -58 -13%
IA
443
IFP Advisors
Florida
$37K -$16.2K -163 -31%
DBT
444
Dubuque Bank & Trust
Iowa
$37K +$9.83K +99 +39%
CHP
445
Cable Hill Partners
Oregon
$36K +$3.18K +32 +10%
HMS
446
Hanseatic Management Services
New Mexico
$27K
SFSIG
447
San Francisco Sentry Investment Group
California
$26K -$298 -3 -1%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$25K
LNB
449
Ledyard National Bank
$24K
AFNAS
450
American Financial Network Advisory Services
California
$24K +$22.5K +227 New

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.