We are live on ! Find out more
FRC

First Republic Bank

Delisted

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

494 hedge funds and large institutions have $1.63B invested in First Republic Bank in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 172 increasing their positions, 167 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 167

32% less funds holding

Funds holding: 725494 (-231)

53% less call options, than puts

Call options by funds: $263M | Put options by funds: $565M

63% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 342

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

93% less capital invested

Capital invested by funds: $22.3B → $1.63B (-$20.7B)

Holders
494
Holders Change
-231
Holders Change %
-31.86%
% of All Funds
7.87%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
126
Increased
172
Reduced
167
Closed
342
Calls
$263M
Puts
$565M
Net Calls
-$302M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
801
Money Concepts Capital
Florida
-$52.7K -432 Closed
KFP
802
KB Financial Partners
New Jersey
-$41K -337 Closed
USCWA
803
U.S. Capital Wealth Advisors
Texas
-$40K -328 Closed
ZIG
804
Zullo Investment Group
Pennsylvania
-$30.7K -252 Closed
RWM
805
Ruedi Wealth Management
Illinois
-$27.9K -229 Closed
CSWM
806
Cassady Schiller Wealth Management
Ohio
-$27.5K -226 Closed
RBC
807
Roble Belko & Company
Pennsylvania
-$21K -170 Closed
EC
808
Elequin Capital
New York
-$17.3K -142 Closed
JWA
809
JFS Wealth Advisors
Pennsylvania
-$17.3K -142 Closed
RBC
810
Romano Brothers & Co
Illinois
-$16K -131 Closed
MUMSS
811
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$13K -110 Closed
SC
812
Seldon Capital
California
-$13.2K -108 Closed
CT
813
Colonial Trust
South Carolina
-$10.4K -85 Closed
MFT
814
Moisand Fitzgerald Tamayo
Florida
-$8.29K -68 Closed
PK
815
Pflug Koory
Nebraska
-$7K -60 Closed
WTA
816
Washington Trust Advisors
Massachusetts
-$5.73K -47 Closed
OCM
817
Orion Capital Management
California
-$5.24K -43 Closed
AWM
818
Activest Wealth Management
Florida
-$3.9K -32 Closed
Jones Financial Companies
819
Jones Financial Companies
Missouri
-$4K -32 Closed
CWP
820
Concord Wealth Partners
Virginia
-$3.29K -27 Closed
FMP
821
Financial Management Professionals
Texas
-$3K -26 Closed
MA
822
MCF Advisors
Kentucky
-$3.17K -26 Closed
MPCL
823
My Personal CFO LLC
Washington
-$2.32K -19 Closed
DI
824
Disciplined Investments
Oklahoma
-$1.83K -15 Closed
TAIM
825
TD Ameritrade Investment Management
Nebraska
-$2K -15 Closed

FRC Hedge Fund Activity: Q1 2023 in Review

494 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q1 2023, worth a combined $1.63B — down 93% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of FRC and 126 opened new positions — a net loss of 216 holders — while 167 trimmed existing stakes and 172 added.

The largest buyer was Renaissance Technologies, adding an estimated $734M. The largest seller was Capital International Investors, cutting an estimated $1.02B.

  • 494 institutional investors held First Republic Bank (FRC) as of Q1 2023, down from 725 in Q4 2022.
  • Funds reported $1.63B of First Republic Bank stock for Q1 2023, down 93% quarter-over-quarter.
  • 126 funds opened new First Republic Bank positions in Q1 2023 and 342 closed out, a net change of -216 holders.
  • The largest First Republic Bank buyer in Q1 2023 was Renaissance Technologies, an estimated $734M added.
  • The largest First Republic Bank seller in Q1 2023 was Capital International Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2023.