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Franklin Resources

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
$640K +$19.9K +667 +3%
WCM
277
Whitener Capital Management
North Carolina
$639K +$43.5K +1,460 +7%
PP
278
Prudential plc
United Kingdom
$633K -$1.55K -52 -0.2%
ABC
279
Associated Banc-Corp
Wisconsin
$628K -$1.49K -50 -0.2%
FP
280
Factorial Partners
New York
$626K -$29.8K -1,000 -5%
CA
281
Cetera Advisors
Colorado
$609K +$26.9K +903 +5%
RT
282
Rockland Trust
Massachusetts
$607K -$59K -1,980 -9%
ACM
283
Aquatic Capital Management
Illinois
$605K +$498K +16,700 +464%
Vontobel Holding
284
Vontobel Holding
Switzerland
$601K -$286K -9,606 -32%
SAM
285
Silvercrest Asset Management
New York
$592K
SWM
286
SeaCrest Wealth Management
New York
$586K
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$576K +$38.1K +1,278 +7%
NSAM
288
North Star Asset Management
Wisconsin
$568K -$8.94K -300 -2%
Creative Planning
289
Creative Planning
Kansas
$567K -$2.59M -87,001 -82%
Pacer Advisors
290
Pacer Advisors
Pennsylvania
$565K -$6.24M -209,597 -92%
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$564K -$11.5K -386 -2%
CICI
292
Capital Investment Counsel Inc
North Carolina
$564K -$86.4K -2,900 -13%
FNT
293
First National Trust
Pennsylvania
$562K
WAAG
294
Wealth Alliance Advisory Group
Kansas
$559K +$119 +4 +0%
EP
295
Edgestream Partners
New Jersey
$555K +$555K +18,623 New
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$554K +$74.1K +2,489 +15%
LFP
297
Leeward Financial Partners
Washington
$549K
Nomura Holdings
298
Nomura Holdings
Japan
$540K +$275K +9,245 +104%
WJWM
299
Williams Jones Wealth Management
New York
$537K
SAM
300
Securian Asset Management
Minnesota
$531K -$76.4K -2,566 -13%