FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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497 hedge funds and large institutions have $13.6B invested in First Republic Bank in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+17
Holders Change %
+3.54%
% of All Funds
11.29%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.25%
New
83
Increased
187
Reduced
166
Closed
64
Calls
$26.4M
Puts
$33.8M
Net Calls
-$7.45M
Net Calls Change
-$13.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$274M
2
BlackRock
BlackRock
New York
$1.08B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$144M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$226M
5
VFA
Virtus Fund Advisers
Connecticut
$107M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$481M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$20.3M
3
Aristotle Capital Management
Aristotle Capital Management
California
$74.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
$12M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
451
Edge Wealth Management
New York
$26K +$26K +1,000 New
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
AFNAS
453
American Financial Network Advisory Services
California
$20K – – –
BBHC
454
Brown Brothers Harriman & Co
New York
$19K +$19K +225 New
CJA
455
C-J Advisory
California
$18K – – –
GRP
456
Global Retirement Partners
California
$17K +$3.23K +37 +23%
WB
457
Webster Bank
Connecticut
$15K +$15K +170 New
KJWM
458
Kiley Juergens Wealth Management
Washington
$15K +$15K +175 New
CPIG
459
Chicago Partners Investment Group
Illinois
$14K – – –
TCOV
460
Trust Company of Vermont
Vermont
$14K – – –
ASN
461
Advisory Services Network
Georgia
$13K +$517 +6 +4%
AF
462
Allworth Financial
California
$11K – – –
QCG
463
Quadrant Capital Group
Ohio
$10K – – –
SFG
464
SevenBridge Financial Group
Pennsylvania
$10K – – –
GT
465
Greenleaf Trust
Michigan
$10K +$631 +7 +7%
TWA
466
TCI Wealth Advisors
Arizona
$9K – – –
PCA
467
Providence Capital Advisors
North Carolina
$9K +$9K +99 New
LFA
468
Legacy Financial Advisors
Kentucky
$9K +$9K +108 New
CFA
469
Carroll Financial Associates
North Carolina
$8K +$8K +94 New
CAL
470
Capital Advisors Ltd
Ohio
$7K – – –
HR
471
Howe & Rusling
New York
$7K +$1.07K +13 +18%
OIA
472
OneDigital Investment Advisors
Kansas
$7K +$2.5K +30 +56%
PGWM
473
Parisi Gray Wealth Management
New Jersey
$7K +$7K +78 New
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$6K +$3.69K +40 +160%
SWP
475
Stratos Wealth Partners
Ohio
$6K +$6K +75 New
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