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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
Aviva
151
Aviva
United Kingdom
$10.3M +$94.4K +950 +1%
PP
152
Prudential plc
United Kingdom
$10.3M +$104K +1,050 +1%
Marshall Wace
153
Marshall Wace
United Kingdom
$10.1M +$289K +2,907 +3%
TF
154
TIAA FSB
Florida
$9.94M +$412K +4,152 +5%
NA
155
Neuburgh Advisers
California
$9.84M +$114K +1,144 +1%
GIM
156
Grassi Investment Management
California
$9.82M
TD Asset Management
157
TD Asset Management
Ontario, Canada
$9.77M -$143K -1,439 -2%
SFM
158
Systematic Financial Management
New Jersey
$9.41M -$469K -4,717 -5%
AO
159
Allen Operations
New York
$9.37M
TMAM
160
Tokio Marine Asset Management
Japan
$9.27M -$140K -1,411 -2%
CAM
161
Congress Asset Management
Massachusetts
$9.25M +$270K +2,714 +3%
RJA
162
Raymond James & Associates
Florida
$9.1M -$4.94M -49,777 -36%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$9.06M -$1.9M -19,088 -18%
NCM
164
Nelson Capital Management
California
$8.85M -$5.96K -60 -0.1%
ASRS
165
Arizona State Retirement System
Arizona
$8.76M +$8.33M +83,900 New
Canada Life
166
Canada Life
Manitoba, Canada
$8.57M +$195K +1,963 +2%
KIA
167
KCM Investment Advisors
California
$8.53M +$1.33M +13,377 +20%
CIP
168
Chartwell Investment Partners
Pennsylvania
$8.46M +$368K +3,705 +5%
PCM
169
PAR Capital Management
Massachusetts
$8.36M
CIC
170
Chilton Investment Company
Connecticut
$8.2M +$2.42M +24,331 +45%
DIA
171
Davidson Investment Advisors
Montana
$7.93M +$2.23M +22,430 +42%
HJA
172
Hugh Johnson Advisors
New York
$7.93M +$23.1K +233 +0.3%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$7.69M -$123K -1,243 -2%
CW
174
Cobiz Wealth
Colorado
$7.67M +$36.8K +371 +0.5%
BFM
175
Boston Financial Management
Massachusetts
$7.5M +$7.13M +71,764 New

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.