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Franklin Resources

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
326
Verus Capital Partners
Arizona
$431K +$431K +19,306 New
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$426K -$7.26K -325 -2%
GCP
328
GSA Capital Partners
United Kingdom
$424K +$424K +18,986 New
SIA
329
SkyView Investment Advisors
New Jersey
$422K +$46.1K +2,062 +12%
FNT
330
First National Trust
Pennsylvania
$422K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$421K +$3.72K +168 +0.9%
CICI
332
Capital Investment Counsel Inc
North Carolina
$419K +$41.3K +1,850 +11%
GWP
333
Gen-Wealth Partners
Michigan
$419K +$61.5K +2,753 +17%
AC
334
AlphaCore Capital
California
$418K +$418K +18,438 New
NICM
335
Neo Ivy Capital Management
New York
$416K +$416K +18,616 New
BBHC
336
Brown Brothers Harriman & Co
New York
$412K +$149K +6,650 +56%
CFGS
337
Concourse Financial Group Securities
Alabama
$412K +$34.9K +1,541 +9%
FCH
338
Freestone Capital Holdings
Washington
$405K -$6.75K -302 -2%
WJWM
339
Williams Jones Wealth Management
New York
$403K
WAAG
340
Wealth Alliance Advisory Group
Kansas
$399K -$18.3K -820 -4%
BAM
341
Boyar Asset Management
New York
$399K -$276K -12,359 -41%
OIA
342
OneDigital Investment Advisors
Kansas
$395K +$60.4K +2,702 +18%
PCA
343
Pallas Capital Advisors
Massachusetts
$388K +$388K +16,450 New
Wellington Management Group
344
Wellington Management Group
Massachusetts
$387K +$18.1K +810 +5%
SAM
345
Securian Asset Management
Minnesota
$385K -$9.72K -435 -2%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$383K
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$380K -$11.2K -500 -3%
GIM
348
Grassi Investment Management
California
$376K
GXJ
349
Global X Japan
Japan
$374K +$30.6K +1,369 +9%
NA
350
NewEdge Advisors
Louisiana
$374K -$11.6K -519 -3%