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Franklin Resources

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$705K +$49K +2,430 +7%
Mariner
252
Mariner
Kansas
$683K +$37.2K +1,842 +6%
Truist Financial
253
Truist Financial
North Carolina
$679K +$22.7K +1,126 +3%
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$669K -$101K -5,020 -13%
LOAMS
255
Lombard Odier Asset Management (Switzerland)
Switzerland
$668K -$89.8K -4,456 -12%
Schroder Investment Management Group
256
Schroder Investment Management Group
United Kingdom
$664K +$326K +15,926 +97%
ECA
257
Elevated Capital Advisors
Utah
$654K -$6.15K -305 -0.9%
SG Americas Securities
258
SG Americas Securities
New York
$646K -$4.7M -233,155 -88%
JFG
259
Jefferies Financial Group
New York
$645K -$1M -49,779 -61%
TSS
260
Two Sigma Securities
New York
$645K +$645K +32,001 New
VCP
261
Verus Capital Partners
Arizona
$643K +$254K +12,592 +65%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$625K +$12.7K +628 +2%
SF
263
Symphony Financial
Texas
$623K +$623K +31,038 New
AWC
264
Abundance Wealth Counselors
Pennsylvania
$613K +$613K +30,434 New
Credit Agricole
265
Credit Agricole
France
$601K -$512K -25,390 -46%
Wellington Management Group
266
Wellington Management Group
Massachusetts
$598K +$249K +12,336 +71%
FRM
267
Fox Run Management
Connecticut
$594K -$672K -33,341 -53%
SFSG
268
Sound Financial Strategies Group
Mississippi
$589K +$17.8K +884 +3%
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$579K +$53.4K +2,650 +10%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$572K
SW
271
SlateStone Wealth
Florida
$556K
GIM
272
Gold Investment Management
Alberta, Canada
$548K +$22.5K +1,116 +4%
OC
273
Oppenheimer & Co
New York
$548K +$6.39K +317 +1%
Handelsbanken Fonder
274
Handelsbanken Fonder
Sweden
$535K
FMTC
275
Farmers & Merchants Trust Company
California
$533K