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Franklin Resources

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
326
Darwin Wealth Management
Florida
$468K
Grantham, Mayo, Van Otterloo & Co (GMO)
327
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$464K +$464K +15,685 New
SAM
328
Silvercrest Asset Management
New York
$460K
CIM
329
Contrarius Investment Management
Jersey
$452K
Wellington Management Group
330
Wellington Management Group
Massachusetts
$449K -$1.11M -37,439 -71%
ALAM
331
Asahi Life Asset Management
Japan
$446K -$19.8K -670 -4%
AB
332
Amalgamated Bank
New York
$445K -$9.32K -315 -2%
GC
333
Globeflex Capital
California
$442K +$26.1K +884 +6%
Creative Planning
334
Creative Planning
Kansas
$435K +$162K +5,485 +60%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$433K
AC
336
Abbrea Capital
California
$433K
RB
337
Rodgers Brothers
Pennsylvania
$427K -$920K -31,114 -68%
FM
338
Foster & Motley
Ohio
$421K -$1.63K -55 -0.4%
OC
339
Oppenheimer & Co
New York
$406K -$162K -5,475 -29%
CCP
340
Corient Capital Partners
California
$406K +$23K +775 +6%
WTC
341
WhitTier Trust Company
Nevada
$397K
ABC
342
Associated Banc-Corp
Wisconsin
$393K +$45.5K +2,730 +13%
SFG
343
Summit Financial Group
West Virginia
$386K +$386K +13,050 New
SDWIA
344
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$381K
ITIM
345
Indiana Trust & Investment Management
Indiana
$371K -$178K -6,000 -32%
FA
346
FDx Advisors
Illinois
$370K +$21.5K +728 +6%
NMIMC
347
Northwestern Mutual Investment Management Company
Wisconsin
$366K -$76.4K -2,581 -17%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$365K +$48.8K +1,651 +15%
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
$352K +$207 +7 +0.1%
X
350
Xponance
Pennsylvania
$350K -$5.24K -177 -1%