We are live on ! Find out more
FRC

First Republic Bank

Delisted

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

635 hedge funds and large institutions have $25.3B invested in First Republic Bank in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 223 increasing their positions, 232 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 31

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more capital invested

Capital invested by funds: $18.1B → $25.3B (+$7.16B)

12% more funds holding

Funds holding: 566635 (+69)

4% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 232

37% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $16.7M

Holders
635
Holders Change
+69
Holders Change %
+12.19%
% of All Funds
11.24%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
106
Increased
223
Reduced
232
Closed
31
Calls
$10.5M
Puts
$16.7M
Net Calls
-$6.14M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
451
Acadian Asset Management
Massachusetts
$364K +$56.8K +436 +21%
AA
452
ALPS Advisors
Colorado
$356K -$9.63K -74 -3%
SLAM
453
Swiss Life Asset Management
$352K
SW
454
SVB Wealth
Massachusetts
$352K +$312K +2,400 New
IA
455
IndexIQ Advisors
New York
$350K +$145K +1,113 +88%
JG
456
Jefferies Group
New York
$348K
Mercer Global Advisors
457
Mercer Global Advisors
Colorado
$346K +$59.8K +459 +24%
GIA
458
Gateway Investment Advisers
Ohio
$345K -$18.1K -139 -6%
PCM
459
Penserra Capital Management
California
$345K +$33.9K +260 +12%
WANY
460
Wealthspire Advisors (New York)
New York
$339K +$301K +2,310 New
PP
461
Patten & Patten
Tennessee
$336K
BRWA
462
B. Riley Wealth Advisors
Florida
$335K -$94.9K -729 -24%
ST
463
Somerset Trust
Pennsylvania
$328K -$11.1K -85 -4%
RMDI
464
R.M. Davis Inc
Maine
$328K +$290K +2,229 New
MC
465
Moors & Cabot
Massachusetts
$327K
CI
466
Conning Inc
Connecticut
$322K
Federated Hermes
467
Federated Hermes
Pennsylvania
$317K -$140K -1,075 -33%
PSUF
468
People's United Financial
Connecticut
$317K -$64.6K -496 -19%
OFS
469
OneAscent Financial Services
Alabama
$310K -$174K -1,336 -39%
Lido Advisors
470
Lido Advisors
California
$310K +$4.17K +32 +2%
OR
471
Olympiad Research
Connecticut
$309K +$274K +2,103 New
BPA
472
Beacon Pointe Advisors
California
$309K +$275K +2,112 New
CNC
473
Canandaigua National Corp
New York
$306K -$10.7K -82 -4%
WHG
474
Westwood Holdings Group
Texas
$303K -$73.3K -563 -21%
QI
475
QS Investors
New York
$295K

FRC Hedge Fund Activity: Q4 2020 in Review

635 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2020, worth a combined $25.3B — up 39% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new FRC positions and 31 closed out — a net gain of 75 holders — while 223 added to existing stakes and 232 trimmed.

The largest buyer was KBC Group, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $171M.

  • 635 institutional investors held First Republic Bank (FRC) as of Q4 2020, up from 566 in Q3 2020.
  • Funds reported $25.3B of First Republic Bank stock for Q4 2020, up 39% quarter-over-quarter.
  • 106 funds opened new First Republic Bank positions in Q4 2020 and 31 closed out, a net change of +75 holders.
  • The largest First Republic Bank buyer in Q4 2020 was KBC Group, an estimated $127M added.
  • The largest First Republic Bank seller in Q4 2020 was Citadel Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2020.