FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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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
Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
11.34%
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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$675M
2
Capital International Investors
Capital International Investors
California
$463M
3
Select Equity Group
Select Equity Group
New York
$274M
4
BlackRock
BlackRock
New York
$1.16B
5
Principal Financial Group
Principal Financial Group
Iowa
$411M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$268M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$606M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.5M
4
Goldman Sachs
Goldman Sachs
New York
$306M
5
Jennison Associates
Jennison Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$18K +$5.4K +57 +43%
ZB
452
Zions Bancorporation
Utah
$17K -$51.3K -540 -75%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$17K – – –
RFWA
454
RPg Family Wealth Advisory
Massachusetts
$17K – – –
KJWM
455
Kiley Juergens Wealth Management
Washington
$16K – – –
SFM
456
Signet Financial Management
New Jersey
$15K – – –
CPIG
457
Chicago Partners Investment Group
Illinois
$14K – – –
ASN
458
Advisory Services Network
Georgia
$14K +$1.82K +19 +15%
GRP
459
Global Retirement Partners
California
$13K -$3.42K -35 -21%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.09K +11 +9%
AF
461
Allworth Financial
California
$12K – – –
SFG
462
SevenBridge Financial Group
Pennsylvania
$11K – – –
QCG
463
Quadrant Capital Group
Ohio
$11K – – –
CAW
464
Cornerstone Advisors (Washington)
Washington
$11K +$7.93K +80 +258%
CHP
465
Cable Hill Partners
Oregon
$10K -$2.26K -23 -18%
SMFS
466
Squar Milner Financial Services
California
$10K – – –
PCA
467
Providence Capital Advisors
North Carolina
$10K – – –
LFA
468
Legacy Financial Advisors
Kentucky
$10K – – –
LWA
469
Lenox Wealth Advisors
New York
$8K – – –
HR
470
Howe & Rusling
New York
$7K – – –
OIA
471
OneDigital Investment Advisors
Kansas
$6K – – –
LA
472
Legacy Advisors
Pennsylvania
$6K – – –
EARNEST Partners
473
EARNEST Partners
Georgia
$6K – – –
APP
474
Avantax Planning Partners
Iowa
$6K +$6K +58 New
SWP
475
Stratos Wealth Partners
Ohio
$6K +$6K +61 New
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