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
$565M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$259M
3
Fidelity International
Fidelity International
Bermuda
$128M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$131M
5
PG
Pendal Group
Australia
$75.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.25B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$96.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.28M
4
Capital Research Global Investors
Capital Research Global Investors
California
$346M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
701
CIBC Private Wealth Group
Georgia
$1.35K +$162 +1,333 +14%
HWP
702
Highline Wealth Partners
California
$1.22K – – –
HIA
703
Harbor Investment Advisory
Maryland
$1.22K – – –
MWM
704
MinichMacGregor Wealth Management
New York
$1.22K +$1.22K +10 New
TWA
705
TCI Wealth Advisors
Arizona
$1.1K -$244 -2 -18%
FWA
706
Freedom Wealth Alliance
Wisconsin
$1.1K +$1.1K +9 New
VNA
707
Valley National Advisers
Pennsylvania
$1K – – –
SC
708
Sierra Capital
Florida
$1K – – –
GBT
709
Grove Bank & Trust
Florida
$1K +$1K +7 New
WT
710
Washington Trust
Rhode Island
$975 -$5.97K -49 -86%
FA
711
Fiduciary Alliance
South Carolina
$975 +$975 +8 New
TFM
712
TFC Financial Management
Massachusetts
$855 – – –
LFG
713
Larson Financial Group
Missouri
$853 – – –
AA
714
Addison Advisors
Vermont
$731 – – –
BC
715
Burleson & Co
California
$609 – – –
EE
716
EWG Elevate
California
$609 +$609 +5 New
CA
717
CoreCap Advisors
Michigan
$609 +$609 +5 New
ECM
718
Everence Capital Management
Indiana
$510 +$232 +1,900 +83%
HGWM
719
Harvest Group Wealth Management
Massachusetts
$488 -$244 -2 -33%
GFWA
720
Grey Fox Wealth Advisors
Delaware
$488 +$488 +4 New
TWC
721
TD Waterhouse Canada
Ontario, Canada
$243 – – –
MYAM
722
Meiji Yasuda Asset Management
Japan
$215 -$7 -60 -3%
TC
723
TwinBeech Capital
New York
– -$27.3M -208,917 Closed
Qube Research & Technologies (QRT)
724
Qube Research & Technologies (QRT)
United Kingdom
– -$15.6M -119,610 Closed
Calamos Advisors
725
Calamos Advisors
Illinois
– -$15.2M -116,598 Closed
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