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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
MCIM
176
Meadow Creek Investment Management
Georgia
$7.16M +$82.6K +832 +1%
SAM
177
Shell Asset Management
Netherlands
$7.11M -$304K -3,059 -4%
AAMU
178
Amundi Asset Management US
Massachusetts
$7.06M -$9.44K -95 -0.1%
SCM
179
Sterling Capital Management
North Carolina
$7.04M +$1.64M +16,554 +33%
PAMU
180
Pictet Asset Management (UK)
United Kingdom
$6.88M -$66.5K -670 -1%
CT
181
Cambridge Trust
Massachusetts
$6.86M +$315K +3,172 +5%
WBC
182
Westpac Banking Corp
Australia
$6.83M +$3.57M +35,959 +122%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$6.76M +$1.75M +17,643 +37%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.76M
RS
185
Robeco Schweiz
Switzerland
$6.65M -$25.3K -255 -0.4%
BFIM
186
Beese Fulmer Investment Management
Ohio
$6.63M -$37.2K -375 -0.6%
PPCM
187
Pillar Pacific Capital Management
California
$6.15M -$993 -10 -0%
NI
188
Numeric Investors
Massachusetts
$6.08M +$3.78M +38,100 +190%
SHGA
189
Sand Hill Global Advisors
California
$6.06M -$91.5K -921 -2%
CCM
190
Covington Capital Management
California
$6.01M +$5.72M +57,550 New
VOYA Investment Management
191
VOYA Investment Management
Georgia
$5.91M -$52.6K -530 -0.9%
Macquarie Group
192
Macquarie Group
Australia
$5.87M -$268K -2,700 -5%
GKWIM
193
Gerber Kawasaki Wealth & Investment Management
California
$5.87M -$192K -1,938 -3%
BCAM
194
Boston Common Asset Management
Massachusetts
$5.86M +$24.8K +250 +0.4%
BCM
195
Barometer Capital Management
Ontario, Canada
$5.82M -$717K -7,220 -11%
AG
196
Aperio Group
California
$5.81M +$138K +1,393 +3%
ELI
197
Empire Life Investments
Ontario, Canada
$5.73M +$484K +4,872 +10%
APG Asset Management
198
APG Asset Management
Netherlands
$5.61M
RIM
199
Rainier Investment Management
Washington
$5.42M -$1.06M -10,720 -17%
FAF
200
Fjarde Ap-fonden
Sweden
$5.41M +$569K +5,733 +12%

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.