BEN icon

Franklin Resources

577 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+43
Holders Change %
+8.05%
% of All Funds
8.91%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
95
Increased
197
Reduced
190
Closed
44
Calls
$55.3M
Puts
$55.4M
Net Calls
-$61K
Net Calls Change
-$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
351
Northwestern Mutual Investment Management Company
Wisconsin
$423K -$4.95K -148 -1%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$417K +$2.14K +64 +0.5%
CIM
353
Contravisory Investment Management
Massachusetts
$416K +$4.86K +145 +1%
CC
354
Corton Capital
Ontario, Canada
$415K +$415K +12,400 New
ITIM
355
Indiana Trust & Investment Management
Indiana
$403K
BFA
356
Brendel Financial Advisors
New Hampshire
$402K +$402K +12,000 New
NA
357
NewEdge Advisors
Louisiana
$394K +$394K +11,791 New
ACI
358
Alpha Cubed Investments
California
$390K +$5.02K +150 +1%
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$389K
TPWM
360
Twelve Points Wealth Management
Massachusetts
$389K +$389K +11,611 New
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$388K
IIC
362
Integrated Investment Consultants
Michigan
$383K +$93.5K +2,794 +32%
SG
363
Stonnington Group
California
$381K +$57.5K +1,600 +18%
CWM
364
Chesapeake Wealth Management
Virginia
$378K -$641K -19,141 -63%
PWM
365
Prentice Wealth Management
New York
$378K
SW
366
SVB Wealth
Massachusetts
$378K +$16.2K +485 +4%
KFA
367
Krane Funds Advisors
New York
$377K -$59.1K -1,768 -14%
WB
368
WesBanco Bank
West Virginia
$370K +$33.5K +1,000 +10%
BTW
369
Boston Trust Walden
Massachusetts
$368K
VAM
370
Verity Asset Management
North Carolina
$367K +$24.1K +718 +7%
BL
371
Balentine LLC
Georgia
$363K +$31.7K +947 +10%
GIM
372
Grassi Investment Management
California
$362K
ALAM
373
Asahi Life Asset Management
Japan
$361K +$361K +10,790 New
SRIM
374
Saratoga Research & Investment Management
California
$354K +$354K +10,577 New
Creative Planning
375
Creative Planning
Kansas
$353K +$51.5K +1,541 +17%