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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 %
QCM
301
Quantinno Capital Management
New York
$455K -$30.6K -1,146 -6%
Nomura Holdings
302
Nomura Holdings
Japan
$453K +$453K +16,962 New
GIM
303
Grassi Investment Management
California
$449K -$160K -6,000 -26%
MNBTD
304
Moody National Bank Trust Division
Texas
$434K
KAS
305
Kestra Advisory Services
Texas
$433K -$567K -21,244 -57%
BFG
306
Beacon Financial Group
Texas
$421K -$61.7K -2,305 -13%
SPC
307
Sigma Planning Corp
Michigan
$420K +$8.31K +311 +2%
PI
308
PGGM Investments
Netherlands
$415K -$177K -6,641 -30%
GVAG
309
Great Valley Advisor Group
Delaware
$406K -$27.6K -1,033 -6%
SAG
310
SageView Advisory Group
California
$403K +$29.9K +1,119 +8%
GAM
311
Guinness Asset Management
United Kingdom
$401K -$71.2K -2,667 -15%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$397K -$22.8M -851,511 -98%
Parallax Volatility Advisers
313
Parallax Volatility Advisers
California
$395K +$395K +14,804 New
II
314
Inspire Investing
Idaho
$393K +$393K +14,698 New
SDIC
315
South Dakota Investment Council
South Dakota
$392K -$139K -5,200 -26%
AC
316
Abbrea Capital
California
$391K
US Bancorp
317
US Bancorp
Minnesota
$381K -$24.7K -923 -6%
KeyBank National Association
318
KeyBank National Association
Ohio
$378K -$9.56K -358 -2%
SIA
319
SkyView Investment Advisors
New Jersey
$376K +$376K +14,073 New
DIM
320
Delta Investment Management
California
$375K -$748 -28 -0.2%
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$371K +$18.7K +700 +5%
CFG
322
Cooper Financial Group
California
$365K +$34K +1,274 +10%
OIA
323
OneDigital Investment Advisors
Kansas
$364K +$364K +13,641 New
IA
324
IFP Advisors
Florida
$357K +$83.5K +3,125 +30%
GF
325
Gabelli Funds
New York
$353K -$595K -22,270 -63%