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 %
PCA
701
Peddock Capital Advisors
Massachusetts
– -$117K -799 Closed
VCG
702
Vantage Consulting Group
Virginia
– -$107K -726 Closed
MIM
703
Meridiem Investment Management
United Kingdom
– -$91K -620 Closed
CYG
704
Clean Yield Group
Vermont
– -$91K -616 Closed
RWA
705
Ropes Wealth Advisors
Massachusetts
– -$77K -525 Closed
CAAS
706
Capital Asset Advisory Services
Michigan
– -$47K -322 Closed
TPWA
707
TRUE Private Wealth Advisors
Oregon
– -$43K -295 Closed
RPWA
708
Regent Peak Wealth Advisors
Georgia
– -$42K -286 Closed
AWG
709
Altus Wealth Group
Colorado
– -$34K -229 Closed
CFB
710
Cullen/Frost Bankers
Texas
– -$24K -165 Closed
AIL
711
AGF Investments LLC
Ontario, Canada
– -$13K -90 Closed
GWM
712
Geneos Wealth Management
Colorado
– -$13K -82 Closed
GRP
713
Global Retirement Partners
California
– -$10K -65 Closed
SIAG
714
Safeguard Investment Advisory Group
California
– -$8K -60 Closed
ADL
715
Asset Dedication LLC
California
– -$9K -60 Closed
CCA
716
Childress Capital Advisors
Texas
– -$8K -53 Closed
AF
717
Allworth Financial
California
– -$7K -49 Closed
AWA
718
Arkadios Wealth Advisors
Georgia
– -$6K -46 Closed
LGA
719
Lebenthal Global Advisors
New York
– -$5K -37 Closed
NSB
720
Norway Savings Bank
Maine
– -$2K -15 Closed
ICP
721
Interchange Capital Partners
Pennsylvania
– -$1K -11 Closed
JCM
722
Jacobi Capital Management
Pennsylvania
– -$1K -7 Closed
MSA
723
Mason Street Advisors
Wisconsin
– -$3.53M – –
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