BEN icon

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 %
EGM
351
Engineers Gate Manager
New York
$347K -$236K -7,937 -41%
Kayne Anderson Rudnick Investment Management
352
Kayne Anderson Rudnick Investment Management
California
$346K
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$346K
SAI
354
Savvy Advisors Inc
New York
$343K +$343K +11,523 New
MLICM
355
Metropolitan Life Insurance Company (MetLife)
New York
$342K -$8.73K -293 -2%
KAS
356
Kestra Advisory Services
Texas
$341K -$50.3K -1,690 -13%
SWP
357
Stratos Wealth Partners
Ohio
$337K -$58.7K -1,970 -15%
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
$336K +$336K +11,291 New
MSAM
359
Moloney Securities Asset Management
Missouri
$336K +$19.9K +667 +6%
SDWIA
360
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$333K +$26.7K +896 +9%
SW
361
SVB Wealth
Massachusetts
$328K +$26.7K +896 +9%
BTW
362
Boston Trust Walden
Massachusetts
$328K
AWM
363
Angeles Wealth Management
California
$324K +$7.03K +236 +2%
VA
364
Vident Advisory
Georgia
$320K -$259K -8,687 -45%
JF
365
Joule Financial
Kentucky
$317K -$2.29K -77 -0.7%
VSQM
366
V-Square Quantitative Management
Illinois
$313K +$41.4K +1,391 +15%
STA
367
Summit Trail Advisors
New York
$312K +$71.9K +2,415 +30%
RIL
368
Rothschild Investment LLC
Illinois
$304K +$20.1K +675 +7%
NB
369
Norinchukin Bank
Japan
$302K -$42.6K -1,431 -12%
FWM
370
Finer Wealth Management
Massachusetts
$301K
JF
371
Jump Financial
Illinois
$299K +$299K +10,051 New
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$299K -$5.42K -182 -2%
CWM
373
Cornerstone Wealth Management
Missouri
$298K -$22.2K -745 -7%
M&T Bank
374
M&T Bank
New York
$297K +$297K +9,981 New
UCFA
375
United Capital Financial Advisors
Texas
$297K +$297K +9,971 New