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FRC

First Republic Bank
FRC

Delisted

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

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678 hedge funds and large institutions have $28B invested in First Republic Bank in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 255 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

19% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $25.6M

11% more capital invested

Capital invested by funds: $25.3B → $28B (+$2.66B)

7% more funds holding

Funds holding: 635 → 678 (+43)

6% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 241

Holders
678
Holders Change
+43
Holders Change %
+6.77%
% of All Funds
11.91%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
96
Increased
255
Reduced
241
Closed
47
Calls
$30.5M
Puts
$25.6M
Net Calls
+$4.92M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$131M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$127M
3
Artisan Partners
Artisan Partners
Wisconsin
+$122M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$328M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$114M
3
Select Equity Group
Select Equity Group
New York
-$105M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.9M
5
MGIM
M&G Investment Management
United Kingdom
-$46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
476
SVB Wealth
Massachusetts
$430K +$29.2K +180 +8%
CCP
477
Corient Capital Partners
California
$428K +$7.45K +46 +2%
PFO
478
Pathstone Family Office
New Jersey
$427K +$381K +2,352 +1,115%
VC
479
Veracity Capital
Georgia
$426K +$415K +2,560 New
AIP
480
Ameritas Investment Partners
Nebraska
$424K +$2.43K +15 +0.6%
IAN
481
Integrated Advisors Network
Texas
$423K -$55.4K -342 -12%
EGM
482
Engineers Gate Manager
New York
$420K +$408K +2,520 New
GIA
483
Gateway Investment Advisers
Ohio
$410K +$17K +105 +4%
FIM
484
Freedom Investment Management
Connecticut
$408K +$100K +619 +34%
CC
485
Centiva Capital
New York
$404K -$249K -1,540 -39%
PA
486
Procyon Advisors
Connecticut
$395K -$52.6K -325 -12%
JG
487
Jefferies Group
New York
$395K – – –
CM
488
Capula Management
Cayman Islands
$394K +$382K +2,360 New
ST
489
Somerset Trust
Pennsylvania
$387K +$13.8K +85 +4%
C
490
Certuity
Florida
$386K +$71.1K +439 +23%
PP
491
Patten & Patten
Tennessee
$382K – – –
TU
492
TDAM USA
Ontario, Canada
$381K -$85K -525 -19%
CAM
493
Cresset Asset Management
Illinois
$379K +$369K +2,278 New
MC
494
Moors & Cabot
Massachusetts
$371K – – –
BNP Paribas Asset Management
495
BNP Paribas Asset Management
France
$370K +$42.8K +264 +14%
EWM
496
Evercore Wealth Management
New York
$369K +$46K +284 +15%
DWT
497
Dorsey & Whitney Trust
South Dakota
$366K -$107K -663 -23%
RJT
498
Raymond James Trust
Florida
$366K +$356K +2,196 New
LIA
499
LS Investment Advisors
Michigan
$361K -$150K -927 -30%
CP
500
Covenant Partners
Tennessee
$356K -$81.8K -505 -19%
18 19
20
21 22

FRC Hedge Fund Activity: Q1 2021 in Review

678 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q1 2021, worth a combined $28B — up 11% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FRC positions and 47 closed out — a net gain of 49 holders — while 255 added to existing stakes and 241 trimmed.

The largest buyer was Alecta Tjanstepension Omsesidigt, adding an estimated $131M. The largest seller was JP Morgan Chase, cutting an estimated $328M.

  • 678 institutional investors held First Republic Bank (FRC) as of Q1 2021, up from 635 in Q4 2020.
  • Funds reported $28B of First Republic Bank stock for Q1 2021, up 11% quarter-over-quarter.
  • 96 funds opened new First Republic Bank positions in Q1 2021 and 47 closed out, a net change of +49 holders.
  • The largest First Republic Bank buyer in Q1 2021 was Alecta Tjanstepension Omsesidigt, an estimated $131M added.
  • The largest First Republic Bank seller in Q1 2021 was JP Morgan Chase, an estimated $328M sold.

Based on aggregated 13F filings for Q1 2021.