FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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723 hedge funds and large institutions have $22.3B invested in First Republic Bank in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 305 increasing their positions, 241 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.15%
New
98
Increased
305
Reduced
241
Closed
86
Calls
$39.2M
Puts
$61.3M
Net Calls
-$22.1M
Net Calls Change
-$603K

Top Buyers

1
CSA
Cottage Street Advisors
Massachusetts
+$559M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$182M
3
Fidelity International
Fidelity International
Bermuda
+$128M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
PG
Pendal Group
Australia
+$75.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$239M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$165M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$108M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
526
Banque Cantonale Vaudoise
Switzerland
$249K – – –
LFA
527
LGT Financial Advisors
Texas
$249K +$249K +2,041 New
PAG
528
Private Advisor Group
New Jersey
$247K +$8.41K +103 +4%
TAM
529
Trust Asset Management
Texas
$247K – – –
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$247K +$13.2K +108 +6%
VIA
531
Vident Investment Advisory
Georgia
$246K +$246K +2,019 New
MNBTD
532
Moody National Bank Trust Division
Texas
$246K – – –
FMAEN1
533
Fund Management at Engine No 1
California
$246K +$31.4K +258 +15%
PP
534
Patten & Patten
Tennessee
$244K – – –
EWM
535
Evercore Wealth Management
New York
$243K – – –
GSC
536
Ground Swell Capital
South Carolina
$242K +$242K +1,989 New
AG
537
Ascent Group
Virginia
$242K +$242K +1,986 New
RMDI
538
R.M. Davis Inc
Maine
$241K – – –
RWB
539
RMR Wealth Builders
New Jersey
$240K – – –
S
540
Seeyond
France
$236K -$366 -3 -0.2%
ESCM
541
Echo Street Capital Management
New York
$234K +$13.9K +114 +6%
FFA
542
First Foundation Advisors
California
$229K -$63.3K -519 -22%
JHP
543
James Hambro & Partners
United Kingdom
$222K +$222K +1,818 New
AF
544
Allworth Financial
California
$219K +$26.8K +220 +14%
VCG
545
Vantage Consulting Group
Virginia
$216K +$216K +1,773 New
SA
546
Syntax Advisors
New York
$216K +$216K +1,773 New
GDP
547
Great Diamond Partners
Maine
$216K -$3.66K -30 -2%
MAS
548
Meeder Advisory Services
Ohio
$216K +$216K +1,768 New
CP
549
Covenant Partners
Tennessee
$214K -$46.8K -384 -18%
GT
550
Greenleaf Trust
Michigan
$213K +$9.61K +79 +5%
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