FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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579 hedge funds and large institutions have $17.7B invested in First Republic Bank in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 222 increasing their positions, 217 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
11.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
80
Increased
222
Reduced
217
Closed
40
Calls
$15.1M
Puts
$20.1M
Net Calls
-$4.99M
Net Calls Change
-$19M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$320M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$150M
3
JCM
3
Junto Capital Management
New York
$59.3M
4
ATO
4
Alecta Tjanstepension Omsesidigt
Sweden
$174M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$107M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$263M
2
Capital International Investors
2
Capital International Investors
California
$862M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$421M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$561M
5
Swedbank
5
Swedbank
Sweden
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
526
Ancora Advisors
Ohio
$16K – – –
ST
527
Smithfield Trust
Pennsylvania
$16K +$16K +150 New
BCWM
528
Bartlett & Co Wealth Management
Ohio
$15.1K – – –
BC
529
Bartlett & Co
Ohio
$15K – – –
BL
530
Balentine LLC
Georgia
$15K +$1.95K +19 +15%
CI
531
CX Institutional
Indiana
$14K +$9.88K +91 +239%
VFA
532
Valeo Financial Advisors
Indiana
$13K -$31.6K -309 -71%
FHA
533
First Horizon Advisors
Tennessee
$12K +$12K +114 New
SLF
534
Sun Life Financial
Ontario, Canada
$11K -$110 -1 -1%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K +$636 +6 +7%
IA
536
IFP Advisors
Florida
$10K -$1.09K -11 -10%
TCOV
537
Trust Company of Vermont
Vermont
$10K – – –
FCA
538
FinTrust Capital Advisors
South Carolina
$9K – – –
BBHC
539
Brown Brothers Harriman & Co
New York
$9K +$2.57K +24 +40%
LWA
540
Lenox Wealth Advisors
New York
$8K – – –
SWM
541
Sugarloaf Wealth Management
Georgia
$7K – – –
GRP
542
Global Retirement Partners
California
$7K – – –
HWM
543
HighMark Wealth Management
Minnesota
$7K – – –
EARNEST Partners
544
EARNEST Partners
Georgia
$7K – – –
SFS
545
Sowell Financial Services
Arkansas
$7K +$766 +7 +12%
TFO
546
Tarbox Family Office
California
$6K -$7.05K -67 -54%
HR
547
Howe & Rusling
New York
$6K -$444 -4 -7%
EWA
548
Evolution Wealth Advisors
Florida
$6K +$6K +59 New
AWA
549
Arkadios Wealth Advisors
Georgia
$5K -$5.55K -51 -53%
LC
550
Lindbrook Capital
California
$5K +$319 +3 +7%
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