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Franklin Resources

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
276
Vanguard Personalized Indexing Management
California
$562K -$5.32K -199 -0.9%
API
277
Advisor Partners II
California
$557K +$48.5K +1,817 +10%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$555K +$4.49K +168 +0.8%
IPW
279
Impact Partnership Wealth
Georgia
$545K +$545K +20,391 New
WAAG
280
Wealth Alliance Advisory Group
Kansas
$544K +$61K +2,285 +13%
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$534K -$107K -4,007 -17%
SAM
282
Silvercrest Asset Management
New York
$531K +$531K +19,883 New
NSAM
283
North Star Asset Management
Wisconsin
$525K -$39.5K -1,480 -7%
Wellington Management Group
284
Wellington Management Group
Massachusetts
$524K +$280K +10,494 +115%
WCM
285
Whitener Capital Management
North Carolina
$521K +$43.5K +1,630 +9%
SWM
286
SeaCrest Wealth Management
New York
$516K -$10.7K -402 -2%
KWM
287
Kingsview Wealth Management
Oregon
$510K +$17.4K +652 +4%
FNT
288
First National Trust
Pennsylvania
$504K
NA
289
NewEdge Advisors
Louisiana
$501K -$3.79K -142 -0.8%
LFP
290
Leeward Financial Partners
Washington
$492K
IMCOOI
291
Investment Management Corp of Ontario (IMCO)
Canada
$489K +$489K +18,317 New
WJWM
292
Williams Jones Wealth Management
New York
$481K
JF
293
Jump Financial
Illinois
$481K +$195K +7,297 +68%
DADC
294
D.A. Davidson & Co
Montana
$480K +$254K +9,511 +112%
Corient Private Wealth
295
Corient Private Wealth
Florida
$478K +$10.2K +383 +2%
CA
296
Cetera Advisors
Colorado
$475K +$124K +4,650 +35%
LSERS
297
Louisiana State Employees Retirement System
Louisiana
$473K -$21.4K -800 -4%
BC
298
Bridgefront Capital
Texas
$468K +$468K +17,515 New
SFG
299
Summit Financial Group
West Virginia
$466K
First Manhattan
300
First Manhattan
New York
$459K -$36.1K -1,350 -7%