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FRC

First Republic Bank
FRC

Delisted

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

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29 hedge funds and large institutions have $2.67K invested in First Republic Bank in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $1.95K → $2.67K (+$724)

24% less funds holding

Funds holding: 38 → 29 (-9)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
29
Holders Change
-9
Holders Change %
-23.68%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
5
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
+$1K
2
ACA
American Capital Advisory
Idaho
+$392
3
FFA
Farther Finance Advisors
California
+$11
4
LF
LifeSteps Financial
California
+$8
5
OA
Operose Advisors
Wisconsin
+$3

Top Sellers

Rank Fund Capital Flow
1
HCM
Highlander Capital Management
New Jersey
-$267
2
HCM
Hollencrest Capital Management
California
-$102
3
JFG
JDM Financial Group
Texas
-$74
4
ASN
Advisory Services Network
Georgia
-$39
5
PMFA
Plante Moran Financial Advisors
Michigan
-$35
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1
NBC Securities
Alabama
$1K +$1K +200 New
PA
2
Parallel Advisors
California
$738 -$11 -291 -1%
ACA
3
American Capital Advisory
Idaho
$392 +$392 +28 New
LC
4
Lindbrook Capital
California
$297 – – –
AWM
5
Avior Wealth Management
Nebraska
$61 -$1 -15 -0.9%
TAM
6
Tucker Asset Management
Colorado
$53 – – –
CSC
7
Caldwell Sutter Capital
California
$47 – – –
ACA
8
Atlas Capital Advisors
Wyoming
$15 – – –
FFA
9
Farther Finance Advisors
California
$13 +$11 +300 +638%
CFD
10
Creative Financial Designs
Indiana
$12 – – –
HCP
11
Hexagon Capital Partners
Arkansas
$10 – – –
AA
12
Ancora Advisors
Ohio
$9 – – –
LF
13
LifeSteps Financial
California
$8 +$8 +200 New
PMFA
14
Plante Moran Financial Advisors
Michigan
$6 -$35 -900 -85%
OA
15
Operose Advisors
Wisconsin
$3 +$3 +86 New
BHWM
16
Bay Harbor Wealth Management
Maryland
$2 – – –
HNB
17
Huntington National Bank
Ohio
$2 – – –
CAC
18
Core Alternative Capital
Georgia
$2 +$2 +40 New
AIC
19
Archer Investment Corporation
Indiana
$1 – – –
CPG
20
Cornerstone Planning Group
New Jersey
$1 – – –
DJSG
21
D.J. St. Germain
Massachusetts
$1 – – –
EWA
22
EverSource Wealth Advisors
Alabama
$1 – – –
MWM
23
Mascoma Wealth Management
New Hampshire
$1 – – –
HCM
24
Highlander Capital Management
New Jersey
– -$267 -6,500 Closed
JFG
25
JDM Financial Group
Texas
– -$74 -1,810 Closed
1
2

FRC Hedge Fund Activity: Q1 2024 in Review

29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q1 2024, worth a combined $2.67K — up 37% from $1.95K a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FRC and 5 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was NBC Securities, opening a new position worth an estimated $1K. The largest seller was Highlander Capital Management, exiting entirely with an estimated $267 sold.

  • 29 institutional investors held First Republic Bank (FRC) as of Q1 2024, down from 38 in Q4 2023.
  • Funds reported $2.67K of First Republic Bank stock for Q1 2024, up 37% quarter-over-quarter.
  • 5 funds opened new First Republic Bank positions in Q1 2024 and 12 closed out, a net change of -7 holders.
  • The largest First Republic Bank buyer in Q1 2024 was NBC Securities, an estimated $1K added.
  • The largest First Republic Bank seller in Q1 2024 was Highlander Capital Management, an estimated $267 sold.

Based on aggregated 13F filings for Q1 2024.