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 %
BAM
601
Belpointe Asset Management
Nevada
$46.7K +$46.7K +384 New
CFGS
602
Concourse Financial Group Securities
Alabama
$44K +$3.9K +32 +10%
SWM
603
Sugarloaf Wealth Management
Georgia
$42.8K +$4.39K +36 +11%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$42K -$18.2K -148 -30%
KFP
605
KB Financial Partners
New Jersey
$41K +$8.76K +72 +27%
USCWA
606
U.S. Capital Wealth Advisors
Texas
$40K +$40K +328 New
AP
607
Arlington Partners
Alabama
$39.2K +$16.2K +133 +70%
BCM
608
Blume Capital Management
California
$36.6K +$24.4K +200 +200%
AA
609
Ancora Advisors
Ohio
$35K – – –
TCOV
610
Trust Company of Vermont
Vermont
$33.4K -$28.3K -232 -46%
CSS
611
Cubist Systematic Strategies
Connecticut
$33.2K -$19.4M -159,234 -100%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$33K -$5.2K -43 -14%
SWM
613
Spire Wealth Management
Virginia
$32K +$123 +1 +0.4%
FHA
614
First Horizon Advisors
Tennessee
$31.8K -$12.4K -102 -28%
ZIG
615
Zullo Investment Group
Pennsylvania
$30.7K – – –
CBT
616
CoreFirst Bank & Trust
Kansas
$29K – – –
RWM
617
Ruedi Wealth Management
Illinois
$27.9K +$27.9K +229 New
AAG
618
Armstrong Advisory Group
Massachusetts
$27.8K +$27.8K +228 New
CSWM
619
Cassady Schiller Wealth Management
Ohio
$27.5K +$27.5K +226 New
LC
620
Lindbrook Capital
California
$26.5K +$10.2K +84 +63%
MA
621
Montag & Associates
Georgia
$25.1K +$975 +8 +4%
AIM
622
Achmea Investment Management
Netherlands
$25K – – –
EWA
623
EverSource Wealth Advisors
Alabama
$24.6K +$5.61K +46 +29%
ACA
624
Atlas Capital Advisors
Wyoming
$24.4K – – –
BTI
625
Blue Trust Inc
Georgia
$24K +$22K +169 +1,127%
23 24
25
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