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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 %
SFG
326
Summit Financial Group
West Virginia
$428K
BAMF
327
BI Asset Management Fondsmaeglerselskab
Denmark
$427K +$390K +13,081 +1,055%
PRI
328
Prepared Retirement Institute
Pennsylvania
$423K +$423K +14,193 New
IC
329
IEQ Capital
California
$420K +$61.3K +2,058 +17%
CFGS
330
Concourse Financial Group Securities
Alabama
$418K +$64.9K +2,178 +18%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$418K +$58.2K +1,955 +16%
OIA
332
OneDigital Investment Advisors
Kansas
$417K +$10.3K +345 +3%
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$413K +$26.1K +877 +7%
Voloridge Investment Management
334
Voloridge Investment Management
Florida
$413K +$413K +13,863 New
Teacher Retirement System of Texas
335
Teacher Retirement System of Texas
Texas
$411K -$282K -9,469 -41%
IA
336
IFP Advisors
Florida
$410K -$20.9K -700 -5%
DIM
337
Delta Investment Management
California
$409K -$55.9K -1,876 -12%
KeyBank National Association
338
KeyBank National Association
Ohio
$403K +$1.52K +51 +0.4%
GAM
339
Guinness Asset Management
United Kingdom
$397K -$4.62K -155 -1%
Macquarie Group
340
Macquarie Group
Australia
$393K
VAM
341
Verity Asset Management
North Carolina
$391K +$12.2K +411 +3%
GF
342
Gabelli Funds
New York
$386K -$8.04K -270 -2%
SI
343
Stephens Inc
Arkansas
$376K +$376K +12,630 New
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$375K +$55K +1,846 +17%
O
345
Ossiam
France
$375K -$5.97M -200,329 -94%
CWA
346
Centennial Wealth Advisory
Michigan
$370K +$10.4K +348 +3%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$366K -$6.98K -234 -2%
APG Asset Management
348
APG Asset Management
Netherlands
$364K +$56.9K +2,109 +18%
MLA
349
My Legacy Advisors
Oregon
$355K +$18.7K +649 +6%
BBHC
350
Brown Brothers Harriman & Co
New York
$351K -$417K -14,000 -54%