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FRC

First Republic Bank
FRC

Delisted

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

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44 hedge funds and large institutions have $197K invested in First Republic Bank in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% less funds holding

Funds holding: 92 → 44 (-48)

90% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 10

92% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 51

98% less capital invested

Capital invested by funds: $10.7M → $197K (-$10.5M)

Holders
44
Holders Change
-48
Holders Change %
-52.17%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
10
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Coppell Advisory Solutions
Texas
+$191K
2
FFA
Farther Finance Advisors
California
+$21
3
OA
Operose Advisors
Wisconsin
+$6
4
SL
Salomon & Ludwin
Virginia
+$1

Top Sellers

1
UBS AM
UBS AM
Illinois
-$9.32M
2
BCM
Basswood Capital Management
New York
-$506K
3
DLA
Douglas Lane & Associates
New York
-$174K
4
RG
Rathbones Group
United Kingdom
-$171K
5
Simplex Trading
Simplex Trading
Illinois
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1
Coppell Advisory Solutions
Texas
$191K +$191K +1,564 New
PA
2
Parallel Advisors
California
$1.87K -$217 -3,014 -10%
JIC
3
Johnson Investment Counsel
Ohio
$1.15K – – –
BAAM
4
Baker Avenue Asset Management
California
$606 -$1 -9 -0.1%
LC
5
Lindbrook Capital
California
$571 – -6 -0.1%
HCM
6
Hollencrest Capital Management
California
$551 – – –
FFA
7
Farther Finance Advisors
California
$442 +$21 +286 +5%
JFG
8
JDM Financial Group
Texas
$130 – – –
AWM
9
Avior Wealth Management
Nebraska
$117 – – –
TAM
10
Tucker Asset Management
Colorado
$101 -$101 -1,400 -50%
CSC
11
Caldwell Sutter Capital
California
$88 – – –
M
12
MOTCO
Texas
$54 – – –
ACA
13
Atlas Capital Advisors
Wyoming
$28 -$14 -200 -33%
WIM
14
Westside Investment Management
California
$21 – – –
FFA
15
Fairfield Financial Advisors
Massachusetts
$20 -$24 -328 -54%
HCP
16
Hexagon Capital Partners
Arkansas
$19 – – –
CFD
17
Creative Financial Designs
Indiana
$18 – – –
AA
18
Ancora Advisors
Ohio
$16 – – –
SWM
19
Sugarloaf Wealth Management
Georgia
$13 – – –
PMFA
20
Plante Moran Financial Advisors
Michigan
$11 – – –
BCWM
21
Bartlett & Co Wealth Management
Ohio
$7 – – –
HIA
22
Harbor Investment Advisory
Maryland
$7 – – –
BWM
23
Baystate Wealth Management
Massachusetts
$6 – – –
OA
24
Operose Advisors
Wisconsin
$6 +$6 +86 New
HNB
25
Huntington National Bank
Ohio
$5 – – –
1
2 3 4

FRC Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q3 2023, worth a combined $197K — down 98% from $10.7M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of FRC and 4 opened new positions — a net loss of 47 holders — while 10 trimmed existing stakes and 1 added.

The largest buyer was Coppell Advisory Solutions, opening a new position worth an estimated $191K. The largest seller was UBS AM, exiting entirely with an estimated $9.32M sold.

  • 44 institutional investors held First Republic Bank (FRC) as of Q3 2023, down from 92 in Q2 2023.
  • Funds reported $197K of First Republic Bank stock for Q3 2023, down 98% quarter-over-quarter.
  • 4 funds opened new First Republic Bank positions in Q3 2023 and 51 closed out, a net change of -47 holders.
  • The largest First Republic Bank buyer in Q3 2023 was Coppell Advisory Solutions, an estimated $191K added.
  • The largest First Republic Bank seller in Q3 2023 was UBS AM, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2023.