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Franklin Resources

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
376
Banque Pictet & Cie
Switzerland
$264K +$264K +10,003 New
BJL
377
Brighton Jones LLC
Washington
$260K +$260K +9,865 New
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$259K -$30.4K -1,152 -11%
YMRC
379
Yorktown Management & Research Company
Virginia
$253K -$26.4K -1,000 -9%
GAA
380
Global Assets Advisory
Florida
$253K -$1.82K -69 -0.7%
ECM
381
Evergreen Capital Management
Washington
$252K +$252K +9,531 New
LWP
382
Lumature Wealth Partners
Georgia
$252K -$10.3K -389 -4%
BAM
383
Belpointe Asset Management
Nevada
$251K +$251K +9,525 New
US Bancorp
384
US Bancorp
Minnesota
$249K -$103K -3,888 -29%
WI
385
WrapManager Inc
California
$242K +$242K +9,178 New
NC
386
NinePointTwo Capital
California
$241K +$241K +9,150 New
SI
387
Stephens Inc
Arkansas
$237K -$1.09M -41,268 -82%
FCA
388
Fortis Capital Advisors
Kansas
$237K +$237K +9,000 New
AWS
389
Atria Wealth Solutions
New York
$237K -$13.6K -515 -5%
SF
390
Synovus Financial
Georgia
$235K -$15.4K -585 -6%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$235K -$43.4K -1,646 -16%
MWPCG
392
Measured Wealth Private Client Group
New Hampshire
$235K +$235K +8,899 New
QT
393
Quantbot Technologies
New York
$233K -$3.44M -130,340 -94%
RWA
394
Ropes Wealth Advisors
Massachusetts
$230K +$230K +8,700 New
DADC
395
D.A. Davidson & Co
Montana
$227K +$227K +8,612 New
M&T Bank
396
M&T Bank
New York
$227K -$27.1K -1,026 -11%
VanEck Associates
397
VanEck Associates
New York
$226K +$12K +457 +6%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$225K +$225K +8,515 New
PWM
399
Prentice Wealth Management
New York
$224K -$73.9K -2,800 -25%
SW
400
SteelPeak Wealth
California
$223K +$223K +8,340 New