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FRC

First Republic Bank

Delisted

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

480 hedge funds and large institutions have $16.4B invested in First Republic Bank in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $4.53M

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $15.6B → $16.4B (+$810M)

1% more funds holding

Funds holding: 474480 (+6)

3% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 186

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
480
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
11.97%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
43
Increased
180
Reduced
186
Closed
31
Calls
$10.4M
Puts
$4.53M
Net Calls
+$5.83M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
126
GW&K Investment Management
Massachusetts
$14.9M -$26M -261,769 -65%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$14.9M +$1.51M +15,200 +12%
BFO
128
Boston Family Office
Massachusetts
$13.6M +$372K +3,750 +3%
VCM
129
Vigilant Capital Management
Maine
$13.3M +$1.45M +14,620 +13%
ACI
130
AMP Capital Investors
Australia
$13.3M -$377K -3,800 -3%
NIM
131
Northeast Investment Management
Massachusetts
$13.2M +$612K +6,163 +5%
MSR
132
Main Street Research
Connecticut
$13.1M -$62.8K -632 -0.5%
Victory Capital Management
133
Victory Capital Management
Texas
$12.9M +$10.6M +107,217 +657%
GIP
134
Granite Investment Partners
California
$12.8M +$1.84M +18,547 +18%
RI
135
Redwood Investments
Massachusetts
$12.7M -$3.93M -39,581 -25%
TAM
136
Tyers Asset Management
Texas
$12.5M +$145K +1,456 +1%
GC
137
Guggenheim Capital
Illinois
$12.5M +$700K +7,044 +6%
PC
138
Polar Capital
United Kingdom
$12.4M +$1.78M +17,892 +18%
Millennium Management
139
Millennium Management
New York
$12.4M -$421K -4,243 -3%
CWM
140
Cabot Wealth Management
Massachusetts
$12.1M -$125K -1,258 -1%
RFA
141
Reilly Financial Advisors
California
$12M -$4.27K -43 -0%
FAB
142
First American Bank
Illinois
$12M -$84.7K -853 -0.7%
PWP
143
Private Wealth Partners
California
$11.9M +$4.17M +42,010 +58%
MLL
144
Moody Lynn & Lieberson
Massachusetts
$11.7M -$14.3K -144 -0.1%
SEI Investments
145
SEI Investments
Pennsylvania
$11.7M +$1.01M +10,129 +10%
WHG
146
Westwood Holdings Group
Texas
$11.2M -$1.91M -19,221 -15%
LWCFA
147
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.2M +$283K +2,851 +3%
Axa
148
Axa
France
$11.2M -$675K -6,800 -6%
IAM
149
Impax Asset Management
New Hampshire
$11.2M +$9.93K +100 +0.1%
KWILP
150
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.9M +$5.14M +51,771 +99%

FRC Hedge Fund Activity: Q3 2017 in Review

480 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q3 2017, worth a combined $16.4B — up 5.2% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FRC positions and 31 closed out — a net gain of 12 holders — while 180 added to existing stakes and 186 trimmed.

The largest buyer was Artisan Partners, adding an estimated $68.9M. The largest seller was Aristotle Capital Management, cutting an estimated $68.8M.

  • 480 institutional investors held First Republic Bank (FRC) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $16.4B of First Republic Bank stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 43 funds opened new First Republic Bank positions in Q3 2017 and 31 closed out, a net change of +12 holders.
  • The largest First Republic Bank buyer in Q3 2017 was Artisan Partners, an estimated $68.9M added.
  • The largest First Republic Bank seller in Q3 2017 was Aristotle Capital Management, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2017.