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Franklin Resources

568 hedge funds and large institutions have $8.04B invested in Franklin Resources in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 186 increasing their positions, 229 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-12
Holders Change %
-2.07%
% of All Funds
13.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
186
Reduced
229
Closed
60
Calls
$12.5M
Puts
$24.9M
Net Calls
-$12.4M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
HK
376
Horizon Kinetics
New York
$394K +$52.7K +1,644 +15%
AG
377
Advisor Group
Arizona
$386K -$87.9K -2,744 -19%
GWM
378
Geneos Wealth Management
Colorado
$383K
LFS
379
Legacy Financial Strategies
Kansas
$382K +$84K +2,621 +28%
SW
380
SVB Wealth
Massachusetts
$376K
MYLI
381
Meiji Yasuda Life Insurance
Japan
$370K +$370K +11,550 New
EWM
382
Evercore Wealth Management
New York
$363K -$73.7K -2,300 -17%
SF
383
Synovus Financial
Georgia
$362K
RSVP
384
Ramsay Stattman Vela & Price
Colorado
$362K
RI
385
Ridgewood Investments
New Jersey
$355K +$141K +4,396 +66%
SLF
386
Sun Life Financial
Ontario, Canada
$354K +$341K +10,626 +2,592%
UFF
387
USA Financial Formulas
Michigan
$352K -$2.78K -80 -0.8%
TG
388
TLP Group
Illinois
$352K +$352K +10,992 New
BFO
389
Biltmore Family Office
North Carolina
$349K
FCBT
390
First Citizens Bank & Trust
North Carolina
$349K
AMI
391
Amica Mutual Insurance
Rhode Island
$348K
GIM
392
Grassi Investment Management
California
$346K
SIA
393
Sit Investment Associates
Minnesota
$343K
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$338K
PCM
395
Poehling Capital Management
Wisconsin
$332K -$123K -3,835 -27%
BFA
396
Bragg Financial Advisors
North Carolina
$330K
CAN
397
Cetera Advisor Networks
California
$327K +$6.01K +188 +2%
SPC
398
Sigma Planning Corp
Michigan
$326K +$62.2K +1,939 +24%
II
399
Inspire Investing
Idaho
$325K +$70.2K +2,187 +28%
RWA
400
Ropes Wealth Advisors
Massachusetts
$324K