FRC

First Republic Bank
FRC

Overview Fund Activity
Delisted

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

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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.

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.56%
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
1
Advisory Services Network
Georgia
$39
2
PMFA
2
Plante Moran Financial Advisors
Michigan
$43
3
PO
3
Private Ocean
California
$25
4
RIL
4
Rothschild Investment LLC
Illinois
$8
5
CSWM
5
Cassady Schiller Wealth Management
Ohio
$4

Top Sellers

1
CAS
1
Coppell Advisory Solutions
Texas
$0
2
JIC
2
Johnson Investment Counsel
Ohio
$0
3
BAAM
3
Baker Avenue Asset Management
California
$0
4
FFA
4
Farther Finance Advisors
California
$2
5
PA
5
Parallel Advisors
California
$809
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Parallel Advisors
California
$809 19,725 -6,187 -24%
LC
2
Lindbrook Capital
California
$321 7,826 -100 -1%
HCM
3
Highlander Capital Management
New Jersey
$267 6,500 – –
HCM
4
Hollencrest Capital Management
California
$102 1,573 – –
JFG
5
JDM Financial Group
Texas
$74 1,810 – –
AWM
6
Avior Wealth Management
Nebraska
$67 1,641 +15 +0.9%
TAM
7
Tucker Asset Management
Colorado
$57 1,400 – –
CSC
8
Caldwell Sutter Capital
California
$50 1,228 – –
PMFA
9
Plante Moran Financial Advisors
Michigan
$43 1,053 +900 +588%
ASN
10
Advisory Services Network
Georgia
$39 949 +949 New
PO
11
Private Ocean
California
$25 614 +614 New
ACA
12
Atlas Capital Advisors
Wyoming
$16 400 – –
CFD
13
Creative Financial Designs
Indiana
$13 310 +60 +24%
WIM
14
Westside Investment Management
California
$12 300 – –
HCP
15
Hexagon Capital Partners
Arkansas
$12 270 – –
AA
16
Ancora Advisors
Ohio
$9 220 – –
RIL
17
Rothschild Investment LLC
Illinois
$8 200 +200 New
HIA
18
Harbor Investment Advisory
Maryland
$4 100 – –
CSWM
19
Cassady Schiller Wealth Management
Ohio
$4 100 +100 New
BCWM
20
Bartlett & Co Wealth Management
Ohio
$3 91 – –
HNB
21
Huntington National Bank
Ohio
$3 66 – –
BWM
22
Baystate Wealth Management
Massachusetts
$3 80 – –
FFA
23
Farther Finance Advisors
California
$2 47 -6,086 -99%
BHWM
24
Bay Harbor Wealth Management
Maryland
$2 65 – –
EWA
25
EverSource Wealth Advisors
Alabama
$1 15 – –
1
2