BEN icon

Franklin Resources

538 hedge funds and large institutions have $5.27B invested in Franklin Resources in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 218 increasing their positions, 170 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-35
Holders Change %
-6.11%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
218
Reduced
170
Closed
81
Calls
$36.8M
Puts
$53.8M
Net Calls
-$17.1M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
376
Private Advisor Group
New Jersey
$227K -$40.2K -1,725 -15%
HNB
377
Huntington National Bank
Ohio
$226K -$32.8K -1,412 -13%
SICM
378
Sustainable Insight Capital Management
New York
$224K +$224K +8,912 New
WI
379
WrapManager Inc
California
$224K +$224K +9,614 New
SIA
380
SkyView Investment Advisors
New Jersey
$223K -$38.8K -1,661 -15%
SPC
381
Sigma Planning Corp
Michigan
$223K +$13K +559 +6%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$223K +$29.5K +1,265 +15%
FCAG
383
First Capital Advisors Group
New Jersey
$223K +$223K +9,548 New
SF
384
Synovus Financial
Georgia
$222K
SW
385
SVB Wealth
Massachusetts
$222K +$1.91K +82 +0.9%
LWP
386
Lumature Wealth Partners
Georgia
$222K +$37.7K +1,615 +20%
AIP
387
Almanack Investment Partners
Pennsylvania
$214K +$214K +9,048 New
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$211K +$2.65K +114 +1%
BJL
389
Brighton Jones LLC
Washington
$210K -$5.55K -238 -3%
PP
390
Prudential plc
United Kingdom
$209K
BL
391
Balentine LLC
Georgia
$204K -$53.2K -2,279 -21%
RI
392
Ridgewood Investments
New Jersey
$204K +$204K +8,740 New
RWA
393
Ropes Wealth Advisors
Massachusetts
$203K -$14.3K -613 -7%
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$202K -$362K -15,338 -64%
PCMC
395
Paragon Capital Management (Colorado)
Colorado
$200K +$200K +8,579 New
BCV
396
Banque Cantonale Vaudoise
Switzerland
$189K -$123K -5,300 -39%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$177K -$5.22M -224,708 -97%
C
398
Covestor
United Kingdom
$176K +$52.6K +2,249 +43%
GWM
399
Geneos Wealth Management
Colorado
$175K +$11.3K +479 +7%
FNBOSM
400
First National Bank of South Miami
Florida
$175K +$50.4K +2,165 +40%