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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 $672 invested in First Republic Bank in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 29 → 29 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

75% less capital invested

Capital invested by funds: $2.67K → $672 (-$2K)

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
Private Ocean
California
+$12
2
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$9
3
FRA
Front Row Advisors
California
+$7
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$1
5
EWA
EverSource Wealth Advisors
Alabama
+$1

Top Sellers

1
NS
NBC Securities
Alabama
-$1K
2
ACA
American Capital Advisory
Idaho
-$392
3
PA
Parallel Advisors
California
-$26
4
LF
LifeSteps Financial
California
-$8
5
OA
Operose Advisors
Wisconsin
-$3
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Parallel Advisors
California
$363 -$26 -1,284 -7%
LC
2
Lindbrook Capital
California
$157 – – –
AWM
3
Avior Wealth Management
Nebraska
$32 – – –
TAM
4
Tucker Asset Management
Colorado
$28 – – –
CSC
5
Caldwell Sutter Capital
California
$25 – – –
PO
6
Private Ocean
California
$12 +$12 +614 New
TSMHT
7
Thurston Springer Miller Herd & Titak
Indiana
$9 +$9 +530 New
ACA
8
Atlas Capital Advisors
Wyoming
$8 – – –
FRA
9
Front Row Advisors
California
$7 +$7 +325 New
CFD
10
Creative Financial Designs
Indiana
$6 – – –
HCP
11
Hexagon Capital Partners
Arkansas
$6 – – –
FFA
12
Farther Finance Advisors
California
$5 – – –
AA
13
Ancora Advisors
Ohio
$4 – – –
PMFA
14
Plante Moran Financial Advisors
Michigan
$3 – – –
BHWM
15
Bay Harbor Wealth Management
Maryland
$1 – – –
CAC
16
Core Alternative Capital
Georgia
$1 – – –
CPG
17
Cornerstone Planning Group
New Jersey
$1 – – –
DJSG
18
D.J. St. Germain
Massachusetts
$1 – – –
MWM
19
Mascoma Wealth Management
New Hampshire
$1 – – –
EWA
20
EverSource Wealth Advisors
Alabama
$1 +$1 +71 +473%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$1 +$1 +73 New
LF
22
LifeSteps Financial
California
– -$8 -200 Closed
NS
23
NBC Securities
Alabama
– -$1K -200 Closed
OA
24
Operose Advisors
Wisconsin
– -$3 -86 Closed
ACA
25
American Capital Advisory
Idaho
– -$392 -28 Closed

FRC Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q2 2024, worth a combined $672 — down 75% from $2.67K a quarter earlier.

Fund positioning in FRC was balanced in Q2 2024: 6 funds opened new positions, 6 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was Private Ocean, opening a new position worth an estimated $12. The largest seller was NBC Securities, exiting entirely with an estimated $1K sold.

  • 29 institutional investors held First Republic Bank (FRC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $672 of First Republic Bank stock for Q2 2024, down 75% quarter-over-quarter.
  • 6 funds opened new First Republic Bank positions in Q2 2024 and 6 closed out, a net change of 0 holders.
  • The largest First Republic Bank buyer in Q2 2024 was Private Ocean, an estimated $12 added.
  • The largest First Republic Bank seller in Q2 2024 was NBC Securities, an estimated $1K sold.

Based on aggregated 13F filings for Q2 2024.