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FRC

First Republic Bank
FRC

Delisted

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

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43 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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% less funds holding

Funds holding: 90 → 43 (-47)

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: 50

98% less capital invested

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

Holders
43
Holders Change
-47
Holders Change %
-52.22%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
10
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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

FRC Hedge Fund Activity: Q3 2023 in Review

43 of the 6,310 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: 50 funds closed out of FRC and 4 opened new positions — a net loss of 46 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.

  • 43 institutional investors held First Republic Bank (FRC) as of Q3 2023, down from 90 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 50 closed out, a net change of -46 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.