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Franklin Resources

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
376
Ropes Wealth Advisors
Massachusetts
$235K +$2.14K +80 +0.9%
ASN
377
Advisory Services Network
Georgia
$233K -$55.3K -2,069 -19%
NP
378
Nilsine Partners
Colorado
$230K +$80 +3 +0%
Macquarie Group
379
Macquarie Group
Australia
$228K -$86.4K -3,233 -27%
M&T Bank
380
M&T Bank
New York
$228K +$1.61K +60 +0.7%
Bank of Nova Scotia
381
Bank of Nova Scotia
Ontario, Canada
$227K +$855 +32 +0.4%
PAG
382
Private Advisor Group
New Jersey
$227K -$168K -6,304 -43%
T
383
TRUADVICE
Florida
$225K -$22.4K -802 -9%
Bessemer Group
384
Bessemer Group
New Jersey
$222K +$152K +5,658 +215%
RB
385
Rodgers Brothers
Pennsylvania
$222K -$18K -675 -8%
EF
386
Empirical Finance
Pennsylvania
$222K +$222K +8,296 New
FIM
387
Freedom Investment Management
Connecticut
$219K -$80.7K -3,022 -27%
ITIM
388
Indiana Trust & Investment Management
Indiana
$217K
PWM
389
Prentice Wealth Management
New York
$216K
VIA
390
Vident Investment Advisory
Georgia
$215K -$342K -12,796 -61%
STA
391
Summit Trail Advisors
New York
$215K +$215K +7,965 New
CC
392
Chicago Capital
Illinois
$214K
ECM
393
Evergreen Capital Management
Washington
$211K -$46.4K -1,728 -18%
TMAM
394
Tokio Marine Asset Management
Japan
$209K +$209K +7,811 New
PA
395
Prossimo Advisors
California
$203K +$203K +7,584 New
SSW
396
Smith Shellnut Wilson
Mississippi
$202K -$2.08K -78 -1%
VanEck Associates
397
VanEck Associates
New York
$195K
WTC
398
WhitTier Trust Company
Nevada
$195K
AF
399
Allworth Financial
California
$194K -$88.7K -3,321 -31%
MAM
400
Meeder Asset Management
Ohio
$192K