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Franklin Resources

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
301
First Manhattan
New York
$493K +$3.88K +147 +0.8%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$485K +$5.27K +200 +1%
PAS
303
Park Avenue Securities
New York
$483K +$16.9K +641 +4%
KOCAA
304
Knights of Columbus Asset Advisors
Connecticut
$479K -$3.51K -133 -0.7%
WJWM
305
Williams Jones Wealth Management
New York
$476K
PFO
306
Pathstone Family Office
New Jersey
$466K +$234K +14,876 +100%
SFG
307
Summit Financial Group
West Virginia
$460K
WCM
308
Whitener Capital Management
North Carolina
$460K +$63.8K +2,420 +16%
GIM
309
Grassi Investment Management
California
$443K
VPIM
310
Vanguard Personalized Indexing Management
California
$442K -$361K -13,697 -45%
MLICM
311
Metropolitan Life Insurance Company (MetLife)
New York
$433K -$5.57K -211 -1%
MNBTD
312
Moody National Bank Trust Division
Texas
$429K
GAM
313
Guinness Asset Management
United Kingdom
$427K
VIA
314
Vident Investment Advisory
Georgia
$424K +$53.8K +2,039 +15%
PCA
315
Prosperity Capital Advisors
Ohio
$418K +$418K +15,828 New
TCM
316
Teza Capital Management
Illinois
$408K +$408K +15,466 New
IWC
317
Integrated Wealth Concepts
Massachusetts
$404K +$30.1K +1,143 +8%
MSAM
318
Moloney Securities Asset Management
Missouri
$404K +$84.9K +3,217 +27%
DIM
319
Delta Investment Management
California
$394K +$26.7K +1,013 +7%
FM
320
Foster & Motley
Ohio
$392K -$193K -7,333 -33%
MML Investors Services
321
MML Investors Services
Massachusetts
$390K +$37K +1,405 +10%
AC
322
Abbrea Capital
California
$386K
NB
323
Norinchukin Bank
Japan
$380K -$110K -4,170 -22%
SAM
324
Shell Asset Management
Netherlands
$375K -$77.9K -2,953 -17%
CA
325
Cullinan Associates
Kentucky
$365K +$365K +13,837 New