We are live on ! Find out more
FRC

First Republic Bank
FRC

Delisted

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

Back to rankings

38 hedge funds and large institutions have $1.95K invested in First Republic Bank in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

14% less funds holding

Funds holding: 44 → 38 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

99% less capital invested

Capital invested by funds: $197K → $1.95K (-$195K)

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$39
2
PMFA
Plante Moran Financial Advisors
Michigan
+$37
3
PO
Private Ocean
California
+$25
4
RIL
Rothschild Investment LLC
Illinois
+$8
5
CSWM
Cassady Schiller Wealth Management
Ohio
+$4

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$191K
2
JIC
Johnson Investment Counsel
Ohio
-$1.15K
3
BAAM
Baker Avenue Asset Management
California
-$606
4
FFA
Farther Finance Advisors
California
-$259
5
PA
Parallel Advisors
California
-$254
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Parallel Advisors
California
$809 -$254 -6,187 -24%
LC
2
Lindbrook Capital
California
$321 -$4 -100 -1%
HCM
3
Highlander Capital Management
New Jersey
$267 – – –
HCM
4
Hollencrest Capital Management
California
$102 – – –
JFG
5
JDM Financial Group
Texas
$74 – – –
AWM
6
Avior Wealth Management
Nebraska
$67 +$1 +15 +0.9%
TAM
7
Tucker Asset Management
Colorado
$57 – – –
CSC
8
Caldwell Sutter Capital
California
$50 – – –
PMFA
9
Plante Moran Financial Advisors
Michigan
$43 +$37 +900 +588%
ASN
10
Advisory Services Network
Georgia
$39 +$39 +949 New
PO
11
Private Ocean
California
$25 +$25 +614 New
ACA
12
Atlas Capital Advisors
Wyoming
$16 – – –
CFD
13
Creative Financial Designs
Indiana
$13 +$3 +60 +24%
HCP
14
Hexagon Capital Partners
Arkansas
$12 – – –
WIM
15
Westside Investment Management
California
$12 – – –
AA
16
Ancora Advisors
Ohio
$9 – – –
RIL
17
Rothschild Investment LLC
Illinois
$8 +$8 +200 New
HIA
18
Harbor Investment Advisory
Maryland
$4 – – –
CSWM
19
Cassady Schiller Wealth Management
Ohio
$4 +$4 +100 New
BCWM
20
Bartlett & Co Wealth Management
Ohio
$3 – – –
BWM
21
Baystate Wealth Management
Massachusetts
$3 – – –
HNB
22
Huntington National Bank
Ohio
$3 – – –
FFA
23
Farther Finance Advisors
California
$2 -$259 -6,086 -99%
BHWM
24
Bay Harbor Wealth Management
Maryland
$2 – – –
AIC
25
Archer Investment Corporation
Indiana
$1 – – –
1
2

FRC Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2023, worth a combined $1.95K — down 99% from $197K a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FRC and 4 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $39. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $191K sold.

  • 38 institutional investors held First Republic Bank (FRC) as of Q4 2023, down from 44 in Q3 2023.
  • Funds reported $1.95K of First Republic Bank stock for Q4 2023, down 99% quarter-over-quarter.
  • 4 funds opened new First Republic Bank positions in Q4 2023 and 10 closed out, a net change of -6 holders.
  • The largest First Republic Bank buyer in Q4 2023 was Advisory Services Network, an estimated $39 added.
  • The largest First Republic Bank seller in Q4 2023 was Coppell Advisory Solutions, an estimated $191K sold.

Based on aggregated 13F filings for Q4 2023.