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 %
HWM
676
HighMark Wealth Management
Minnesota
$4.02K – – –
Jones Financial Companies
677
Jones Financial Companies
Missouri
$4K +$4K +32 New
AWM
678
Activest Wealth Management
Florida
$3.9K – – –
LCM
679
Logan Capital Management
Pennsylvania
$3.54K – – –
CWP
680
Concord Wealth Partners
Virginia
$3.29K +$3.29K +27 New
EBA
681
Eagle Bay Advisors
New York
$3.23K -$1.44K -12 -31%
MA
682
MCF Advisors
Kentucky
$3.17K – – –
VCM
683
Versant Capital Management
Arizona
$3.05K – – –
FMP
684
Financial Management Professionals
Texas
$3K +$346 +3 +13%
PB
685
Pinnacle Bancorp
Nebraska
$3K +$840 +7 +39%
NFSG
686
Newbridge Financial Services Group
Florida
$2.93K – – –
PWMG
687
Prestige Wealth Management Group
New Jersey
$2.68K -$6.83K -56 -72%
AIC
688
Archer Investment Corporation
Indiana
$2.56K – – –
AWM
689
Abound Wealth Management
Tennessee
$2.44K -$1.83K -15 -43%
MPCL
690
My Personal CFO LLC
Washington
$2.32K +$2.32K +19 New
TAIM
691
TD Ameritrade Investment Management
Nebraska
$2K -$4.67K -35 -70%
SFG
692
Steward Financial Group
Texas
$2K +$2K +19 New
CPG
693
Cornerstone Planning Group
New Jersey
$1.97K +$1.97K +15 New
SIC
694
SJS Investment Consulting
Ohio
$1.95K +$853 +7 +78%
DI
695
Disciplined Investments
Oklahoma
$1.83K -$366 -3 -17%
GJIA
696
Glass Jacobson Investment Advisors
Maryland
$1.71K +$1.71K +14 New
SC
697
Schubert & Co
Texas
$1.59K -$853 -7 -35%
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$1.59K – – –
HI
699
Harbour Investments
Wisconsin
$1.46K – – –
FGAM
700
Financial Gravity Asset Management
Texas
$1.35K -$21.8K -1,974 -94%
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