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 %
GWS
551
Glassman Wealth Services
Virginia
$5K +$686 +7 +16%
JWM
552
Janiczek Wealth Management
Colorado
$5K +$5K +44 New
FHA
553
Flagship Harbor Advisors
Massachusetts
$5K +$5K +48 New
BWM
554
BerganKDV Wealth Management
Minnesota
$4K -$205 -2 -5%
PO
555
Private Ocean
California
$4K – – –
SWA
556
Sutton Wealth Advisors
Florida
$3.29K – – –
EWP
557
Engrave Wealth Partners
Texas
$3K -$1.84K -19 -38%
TAIM
558
TD Ameritrade Investment Management
Nebraska
$3K – – –
PAG
559
Private Advisor Group
New Jersey
$3K +$3K +31 New
CFG
560
Citizens Financial Group
Rhode Island
$2K -$100K -800 -98%
PWMG
561
Prestige Wealth Management Group
New Jersey
$2K – – –
VCM
562
Versant Capital Management
Arizona
$2K – – –
LWM
563
Liberty Wealth Management
California
$2K – – –
TFGT
564
TS Financial Group (TSFG)
Illinois
$2K – – –
MIM
565
Macroview Investment Management
Maryland
$2K +$2K +22 New
TI
566
tru Independence
Oregon
$1.65K +$986 +9,301 +149%
TWA
567
TCI Wealth Advisors
Arizona
$1K -$3.5K -21 -78%
WT
568
Washington Trust
Rhode Island
$1K -$692 -9 -41%
BAM
569
Bellevue Asset Management
Washington
$1K -$500 -5 -33%
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PCTC
571
Perkins Coie Trust Company
Washington
$1K – – –
JSC
572
Jackson Square Capital
California
$1K – – –
VNA
573
Valley National Advisers
Pennsylvania
$1K – – –
FMP
574
Financial Management Professionals
Texas
$1K +$1K +6 New
HIA
575
Harbor Investment Advisory
Maryland
$1K +$1K +10 New
21 22
23
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