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 %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$11.1K -$1.1K -9 -9%
BC
652
Bartlett & Co
Ohio
$11K -$1.09K -9 -9%
CT
653
Colonial Trust
South Carolina
$10.4K +$10.4K +85 New
DJSG
654
D.J. St. Germain
Massachusetts
$9.34K -$178 -1,462 -2%
GWS
655
Glassman Wealth Services
Virginia
$9.14K -$17.8K -146 -66%
GIS
656
Grayhawk Investment Strategies
Alberta, Canada
$9.02K – – –
BWA
657
BDO Wealth Advisors
Florida
$8.41K – – –
MFT
658
Moisand Fitzgerald Tamayo
Florida
$8.29K +$3.78K +31 +84%
TF
659
TimeScale Financial
Massachusetts
$7.57K – – –
EARNEST Partners
660
EARNEST Partners
Georgia
$7.56K – – –
PK
661
Pflug Koory
Nebraska
$7K – – –
ZB
662
Zions Bancorporation
Utah
$6.83K -$7.07K -58 -51%
RTL
663
Red Tortoise LLC
Georgia
$6.83K +$6.83K +56 New
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.34K +$6.34K +52 New
SWA
665
SOA Wealth Advisors
New York
$6.22K -$488 -4 -7%
CAC
666
Core Alternative Capital
Georgia
$5.86K – – –
WTA
667
Washington Trust Advisors
Massachusetts
$5.73K -$40.8K -335 -88%
LF
668
Lee Financial
Texas
$5.61K – – –
CA
669
Crewe Advisors
Utah
$5.49K -$9.02K -74 -62%
OCM
670
Orion Capital Management
California
$5.24K – – –
BWM
671
BerganKDV Wealth Management
Minnesota
$5.03K +$245 +2 +5%
SWA
672
Sutton Wealth Advisors
Florida
$5K -$366 -3 -7%
KFI
673
Key Financial Inc
Pennsylvania
$4.57K – – –
TLCM
674
Twin Lakes Capital Management
California
$4.45K – – –
GRP
675
Global Retirement Partners
California
$4.3K -$1.11K -9 -20%
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