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FRC

First Republic Bank

Delisted

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

635 hedge funds and large institutions have $25.3B invested in First Republic Bank in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 223 increasing their positions, 232 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 31

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more capital invested

Capital invested by funds: $18.1B → $25.3B (+$7.16B)

12% more funds holding

Funds holding: 566635 (+69)

4% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 232

37% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $16.7M

Holders
635
Holders Change
+69
Holders Change %
+12.19%
% of All Funds
11.24%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
106
Increased
223
Reduced
232
Closed
31
Calls
$10.5M
Puts
$16.7M
Net Calls
-$6.14M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$7K +$6.38K +49 New
ACA
602
Atlas Capital Advisors
Wyoming
$6.91K +$6.12K +47 New
SFS
603
Sowell Financial Services
Arkansas
$6K -$1.3K -10 -19%
VFA
604
Valeo Financial Advisors
Indiana
$6K -$781 -6 -13%
AWA
605
Arkadios Wealth Advisors
Georgia
$6K
BWM
606
BerganKDV Wealth Management
Minnesota
$6K
CA
607
Crewe Advisors
Utah
$6K
TF
608
Tompkins Financial
New York
$6K +$5.21K +40 New
SWA
609
Sutton Wealth Advisors
Florida
$5.58K +$911 +7 +23%
FGAM
610
Financial Gravity Asset Management
Texas
$5K +$4.17K +32 New
KFI
611
Key Financial Inc
Pennsylvania
$5K +$4.56K +35 New
LGA
612
Lebenthal Global Advisors
New York
$5K +$4.82K +37 New
LWM
613
Liberty Wealth Management
California
$4K -$521 -4 -11%
TAIM
614
TD Ameritrade Investment Management
Nebraska
$4K -$521 -4 -14%
NFSG
615
Newbridge Financial Services Group
Florida
$4K
PWMG
616
Prestige Wealth Management Group
New Jersey
$4K +$391 +3 +14%
SWA
617
SOA Wealth Advisors
New York
$4K +$3.52K +27 New
IAIM
618
International Assets Investment Management
Florida
$4K +$3.78K +29 New
VCM
619
Versant Capital Management
Arizona
$3K
HCA
620
Harbour Capital Advisors
Virginia
$3K +$27.1K +208 +1%
LFG
621
Larson Financial Group
Missouri
$2K
TWA
622
TCI Wealth Advisors
Arizona
$2K +$1.82K +14 New
NSB
623
Norway Savings Bank
Maine
$2K +$1.95K +15 New
TI
624
tru Independence
Oregon
$1.11K +$981K +7,536 New
WT
625
Washington Trust
Rhode Island
$1K -$391 -3 -25%

FRC Hedge Fund Activity: Q4 2020 in Review

635 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2020, worth a combined $25.3B — up 39% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new FRC positions and 31 closed out — a net gain of 75 holders — while 223 added to existing stakes and 232 trimmed.

The largest buyer was KBC Group, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $171M.

  • 635 institutional investors held First Republic Bank (FRC) as of Q4 2020, up from 566 in Q3 2020.
  • Funds reported $25.3B of First Republic Bank stock for Q4 2020, up 39% quarter-over-quarter.
  • 106 funds opened new First Republic Bank positions in Q4 2020 and 31 closed out, a net change of +75 holders.
  • The largest First Republic Bank buyer in Q4 2020 was KBC Group, an estimated $127M added.
  • The largest First Republic Bank seller in Q4 2020 was Citadel Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2020.