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FRC

First Republic Bank
FRC

Delisted

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

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15 hedge funds and large institutions have $17 invested in First Republic Bank in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% less funds holding

Funds holding: 22 → 15 (-7)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

96% less capital invested

Capital invested by funds: $393 → $17 (-$376)

Holders
15
Holders Change
-7
Holders Change %
-31.82%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
PA
Parallel Advisors
California
-$227
2
LC
Lindbrook Capital
California
-$98
3
CSC
Caldwell Sutter Capital
California
-$9
4
CFD
Creative Financial Designs
Indiana
-$4
5
HCP
Hexagon Capital Partners
Arkansas
-$3
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tucker Asset Management
Colorado
$5 – – –
AWM
2
Avior Wealth Management
Nebraska
$5 – +113 +7%
CFP
3
Comprehensive Financial Planning
Pennsylvania
$5 +$5 +1,600 New
FFA
4
Farther Finance Advisors
California
$1 – -5 -1%
TSMHT
5
Thurston Springer Miller Herd & Titak
Indiana
$1 – -1 -0.2%
PA
6
Parallel Advisors
California
– -$227 -18,150 Closed
LC
7
Lindbrook Capital
California
– -$98 -7,826 Closed
CSC
8
Caldwell Sutter Capital
California
– -$9 -728 Closed
CFD
9
Creative Financial Designs
Indiana
– -$4 -310 Closed
HCP
10
Hexagon Capital Partners
Arkansas
– -$3 -270 Closed
PMFA
11
Plante Moran Financial Advisors
Michigan
– -$2 -153 Closed
EWA
12
EverSource Wealth Advisors
Alabama
– -$1 -86 Closed

FRC Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC) for Q4 2024, worth a combined $17 — down 96% from $393 a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FRC and 1 opened new positions — a net loss of 7 holders — while 3 trimmed existing stakes and 2 added.

The largest seller was Parallel Advisors, exiting entirely with an estimated $227 sold.

  • 15 institutional investors held First Republic Bank (FRC) as of Q4 2024, down from 22 in Q3 2024.
  • Funds reported $17 of First Republic Bank stock for Q4 2024, down 96% quarter-over-quarter.
  • 1 fund opened new First Republic Bank positions in Q4 2024 and 8 closed out, a net change of -7 holders.
  • The largest First Republic Bank seller in Q4 2024 was Parallel Advisors, an estimated $227 sold.

Based on aggregated 13F filings for Q4 2024.