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FRC

First Republic Bank
FRC

Delisted

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

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306 hedge funds and large institutions have $6.81B invested in First Republic Bank in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $5.92B → $6.81B (+$884M)

6% more funds holding

Funds holding: 290 → 306 (+16)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 130

74% less call options, than puts

Call options by funds: $461K | Put options by funds: $1.78M

Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
8.88%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
37
Increased
90
Reduced
130
Closed
19
Calls
$461K
Puts
$1.78M
Net Calls
-$1.32M
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$128M
2
ICM
IronBridge Capital Management
Illinois
+$79.6M
3
Calamos Advisors
Calamos Advisors
Illinois
+$59.9M
4
BIT
BlackRock Institutional Trust
California
+$34M
5
ZCI
Zevenbergen Capital Investments
Washington
+$23.5M

Top Sellers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
-$83.1M
2
Goldman Sachs
Goldman Sachs
New York
-$53M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$48.6M
4
PIM
Perkins Investment Management
Illinois
-$34.5M
5
William Blair & Company
William Blair & Company
Illinois
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
151
Royce & Associates
New York
$2.81M – – –
PWP
152
Private Wealth Partners
California
$2.75M +$50.1K +1,000 +2%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$2.71M +$98.4K +1,965 +4%
RP
154
Raiff Partners
New York
$2.62M -$2.76M -55,000 -52%
WCBA
155
Weaver C. Barksdale & Associates
Tennessee
$2.56M – – –
PP
156
Patten & Patten
Tennessee
$2.47M -$135K -2,700 -5%
BTS
157
BB&T Securities
Virginia
$2.46M +$236K +4,708 New
IRF
158
IBM Retirement Fund
New York
$2.44M -$78.5K -1,566 -3%
FMT
159
First Mercantile Trust
Tennessee
$2.26M +$266K +5,300 +14%
PI
160
Placemark Investments
Illinois
$2.19M +$114K +2,270 +6%
CG
161
Colony Group
Massachusetts
$2.16M +$2.06M +41,202 New
PAMU
162
Pictet Asset Management (UK)
United Kingdom
$2.04M -$230K -4,600 -11%
SAM
163
Shell Asset Management
Netherlands
$2.04M -$1.36M -27,133 -41%
Credit Agricole
164
Credit Agricole
France
$2M -$15K -300 -0.8%
ProShare Advisors
165
ProShare Advisors
Maryland
$1.92M +$203K +4,059 +12%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$1.91M +$137K +2,730 +8%
PMAM
167
Picton Mahoney Asset Management
Ontario, Canada
$1.9M – – –
STC
168
SEI Trust Company
Pennsylvania
$1.87M -$95.3K -1,903 -5%
Asset Management One
169
Asset Management One
Japan
$1.86M -$9.47K -189 -0.5%
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.85M -$1.25K -25 -0.1%
FAF
171
Fjarde Ap-fonden
Sweden
$1.78M – – –
DP
172
Dearborn Partners
Illinois
$1.73M – – –
CWM
173
Calamos Wealth Management
Illinois
$1.73M +$1.66M +33,060 New
MC
174
Montag & Caldwell
Georgia
$1.68M -$154K -3,070 -9%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$1.67M +$1.28M +25,493 +395%
5 6
7
8 9

FRC Hedge Fund Activity: Q4 2013 in Review

306 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2013, worth a combined $6.81B — up 15% from $5.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FRC positions and 19 closed out — a net gain of 18 holders — while 90 added to existing stakes and 130 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $128M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $83.1M sold.

  • 306 institutional investors held First Republic Bank (FRC) as of Q4 2013, up from 290 in Q3 2013.
  • Funds reported $6.81B of First Republic Bank stock for Q4 2013, up 15% quarter-over-quarter.
  • 37 funds opened new First Republic Bank positions in Q4 2013 and 19 closed out, a net change of +18 holders.
  • The largest First Republic Bank buyer in Q4 2013 was Baillie Gifford & Co, an estimated $128M added.
  • The largest First Republic Bank seller in Q4 2013 was Egerton Capital (UK), an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2013.