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FRC

First Republic Bank
FRC

Delisted

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

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29 hedge funds and large institutions have $2.67K invested in First Republic Bank in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $1.95K → $2.67K (+$724)

24% less funds holding

Funds holding: 38 → 29 (-9)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
29
Holders Change
-9
Holders Change %
-23.68%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
5
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
+$1K
2
ACA
American Capital Advisory
Idaho
+$392
3
FFA
Farther Finance Advisors
California
+$11
4
LF
LifeSteps Financial
California
+$8
5
OA
Operose Advisors
Wisconsin
+$3

Top Sellers

Rank Fund Capital Flow
1
HCM
Highlander Capital Management
New Jersey
-$267
2
HCM
Hollencrest Capital Management
California
-$102
3
JFG
JDM Financial Group
Texas
-$74
4
ASN
Advisory Services Network
Georgia
-$39
5
PMFA
Plante Moran Financial Advisors
Michigan
-$35
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hollencrest Capital Management
California
– -$102 -1,573 Closed
ASN
27
Advisory Services Network
Georgia
– -$39 -949 Closed
PO
28
Private Ocean
California
– -$25 -614 Closed
WIM
29
Westside Investment Management
California
– -$12 -300 Closed
RIL
30
Rothschild Investment LLC
Illinois
– -$8 -200 Closed
CSWM
31
Cassady Schiller Wealth Management
Ohio
– -$4 -100 Closed
HIA
32
Harbor Investment Advisory
Maryland
– -$4 -100 Closed
BCWM
33
Bartlett & Co Wealth Management
Ohio
– -$3 -91 Closed
1
2

FRC Hedge Fund Activity: Q1 2024 in Review

29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q1 2024, worth a combined $2.67K — up 37% from $1.95K a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FRC and 5 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was NBC Securities, opening a new position worth an estimated $1K. The largest seller was Highlander Capital Management, exiting entirely with an estimated $267 sold.

  • 29 institutional investors held First Republic Bank (FRC) as of Q1 2024, down from 38 in Q4 2023.
  • Funds reported $2.67K of First Republic Bank stock for Q1 2024, up 37% quarter-over-quarter.
  • 5 funds opened new First Republic Bank positions in Q1 2024 and 12 closed out, a net change of -7 holders.
  • The largest First Republic Bank buyer in Q1 2024 was NBC Securities, an estimated $1K added.
  • The largest First Republic Bank seller in Q1 2024 was Highlander Capital Management, an estimated $267 sold.

Based on aggregated 13F filings for Q1 2024.