We are live on ! Find out more
FRC

First Republic Bank

Delisted

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

495 hedge funds and large institutions have $16.6B invested in First Republic Bank in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 177 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

6% more funds holding

Funds holding: 466495 (+29)

1% more capital invested

Capital invested by funds: $16.5B → $16.6B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 177

16% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $15.6M

Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
11.32%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
52
Increased
176
Reduced
177
Closed
22
Calls
$13.1M
Puts
$15.6M
Net Calls
-$2.45M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$42K +$10.3K +102 +30%
GWM
427
Geneos Wealth Management
Colorado
$39K +$37.4K +372 +1,033%
MIP
428
Mondrian Investment Partners
United Kingdom
$38K
HNB
429
Huntington National Bank
Ohio
$37K +$1.71K +17 +5%
FHB
430
First Hawaiian Bank
Hawaii
$36K +$37.7K +375 New
TPWA
431
TRUE Private Wealth Advisors
Oregon
$35.3K +$37K +368 New
FIB
432
First Interstate Bank
Montana
$34K -$210K -2,086 -86%
FANJ
433
Financial Architects (New Jersey)
New Jersey
$34K -$403 -4 -1%
DBT
434
Dubuque Bank & Trust
Iowa
$34K
AIM
435
Advantage Investment Management
Iowa
$34K +$35.3K +351 New
IA
436
IFP Advisors
Florida
$31K -$6.14K -61 -16%
CFGS
437
Concourse Financial Group Securities
Alabama
$31K +$32.6K +324 New
WTB
438
Washington Trust Bank
Washington
$30K
CBOA
439
Commonwealth Bank of Australia
Australia
$29K
AssetMark Inc
440
AssetMark Inc
California
$26K
FPFS
441
First Personal Financial Services
North Carolina
$26K +$12.3K +122 +81%
VFA
442
Valeo Financial Advisors
Indiana
$24K +$4.63K +46 +21%
LJHT
443
Laurie J. Hall Trustee
$24K +$25.2K +250 New
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$23K -$25.2K -250 -51%
LNB
445
Ledyard National Bank
$22K
MIM
446
MetLife Investment Management
New Jersey
$21.2K +$22.2K +221 New
FC
447
Ferris Capital
Massachusetts
$20K
TCOV
448
Trust Company of Vermont
Vermont
$20K +$4.53K +45 +27%
CH
449
Canton Hathaway
Rhode Island
$19K +$20.1K +200 New
CJA
450
C-J Advisory
California
$18K -$2.11K -21 -10%

FRC Hedge Fund Activity: Q3 2018 in Review

495 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q3 2018, worth a combined $16.6B — up 0.83% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FRC positions and 22 closed out — a net gain of 30 holders — while 176 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $708M. The largest seller was Capital World Investors, cutting an estimated $582M.

  • 495 institutional investors held First Republic Bank (FRC) as of Q3 2018, up from 466 in Q2 2018.
  • Funds reported $16.6B of First Republic Bank stock for Q3 2018, up 0.83% quarter-over-quarter.
  • 52 funds opened new First Republic Bank positions in Q3 2018 and 22 closed out, a net change of +30 holders.
  • The largest First Republic Bank buyer in Q3 2018 was Capital Research Global Investors, an estimated $708M added.
  • The largest First Republic Bank seller in Q3 2018 was Capital World Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2018.