FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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677 hedge funds and large institutions have $28B invested in First Republic Bank in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 255 increasing their positions, 240 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+43
Holders Change %
+6.78%
% of All Funds
11.92%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
96
Increased
255
Reduced
240
Closed
47
Calls
$30.5M
Puts
$25.6M
Net Calls
+$4.92M
Net Calls Change
+$11.1M

Top Buyers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$524M
2
Capital Research Global Investors
Capital Research Global Investors
California
$526M
3
Artisan Partners
Artisan Partners
Wisconsin
$256M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.07B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$451M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$119M
3
Select Equity Group
Select Equity Group
New York
$656M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$319M
5
Invesco
Invesco
Georgia
$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
651
Prestige Wealth Management Group
New Jersey
$4K – – –
IAIM
652
International Assets Investment Management
Florida
$4K – – –
NFSG
653
Newbridge Financial Services Group
Florida
$4K +$160 +1 +4%
EFSCE
654
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.96K +17 +283%
MWP
655
Meridian Wealth Partners
Pennsylvania
$4K +$4K +22 New
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +25 New
Nisa Investment Advisors
657
Nisa Investment Advisors
Missouri
$3.55K – – –
FMP
658
Financial Management Professionals
Texas
$3K +$1.67K +10 +125%
KFP
659
KB Financial Partners
New Jersey
$3K +$3K +20 New
DWP
660
Destiny Wealth Partners
Florida
$3K +$3K +20 New
SWA
661
SOA Wealth Advisors
New York
$2K -$1.18K -10 -37%
LFG
662
Larson Financial Group
Missouri
$2K – – –
VNA
663
Valley National Advisers
Pennsylvania
$2K – – –
WT
664
Washington Trust
Rhode Island
$2K – – –
HIA
665
Harbor Investment Advisory
Maryland
$2K – – –
SWM
666
Spire Wealth Management
Virginia
$2K +$2K +10 New
WCM
667
Wealthcare Capital Management
Virginia
$2K +$2K +12 New
TSW
668
Thompson Siegel & Walmsley
Virginia
$2K +$2K +14 New
BAM
669
Bellevue Asset Management
Washington
$1K -$167 -1 -14%
LIM
670
Longfellow Investment Management
Massachusetts
$1K – – –
TFM
671
TFC Financial Management
Massachusetts
$1K – – –
MCM
672
MV Capital Management
Maryland
$1K +$1K +3 New
EP
673
Eudaimonia Partners
Tennessee
$1K +$1K +6 New
BBHC
674
Brown Brothers Harriman & Co
New York
$25 +$1 +7 +5%
SWM
675
Sugarloaf Wealth Management
Georgia
$11 – – –
25 26
27
28 29