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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 %
PAG
376
Private Advisor Group
New Jersey
$294K +$32.6K +1,096 +12%
EF
377
Empirical Finance
Pennsylvania
$293K +$15.6K +522 +6%
TMAM
378
Tokio Marine Asset Management
Japan
$287K +$13.3K +446 +5%
IW
379
Imprint Wealth
South Carolina
$286K +$44K +1,477 +18%
YMRC
380
Yorktown Management & Research Company
Virginia
$286K
CAG
381
Csenge Advisory Group
Florida
$282K +$17.4K +585 +7%
RWM
382
Ritholtz Wealth Management
New York
$281K -$23.1K -774 -8%
NC
383
NinePointTwo Capital
California
$279K
CC
384
Corton Capital
Ontario, Canada
$278K +$278K +9,320 New
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$275K +$47.4K +1,594 +21%
CAMG
386
CWA Asset Management Group
Florida
$271K +$271K +9,111 New
OAM
387
Ostrum Asset Management
France
$269K +$1.13K +38 +0.4%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$266K -$1.64K -55 -0.6%
BC
389
Bridgefront Capital
Texas
$263K -$363K -12,195 -58%
IFU
390
iSAM Funds (UK)
United Kingdom
$260K +$260K +8,723 New
RA
391
RFG Advisory
Alabama
$260K -$1.13K -38 -0.4%
RWM
392
Revisor Wealth Management
Ohio
$258K -$73K -2,451 -22%
FFA
393
Farther Finance Advisors
California
$257K +$216K +7,249 +522%
EAM
394
Eschler Asset Management
United Kingdom
$256K +$256K +8,667 New
LCM
395
Landscape Capital Management
New Jersey
$255K +$255K +8,556 New
AF
396
Allworth Financial
California
$249K +$34.1K +1,144 +16%
SIA
397
Soltis Investment Advisors
Utah
$247K +$247K +8,292 New
PMEF
398
Point72 Middle East FZE
United Arab Emirates
$245K -$631K -21,192 -72%
AWM
399
Apollon Wealth Management
South Carolina
$243K +$243K +8,167 New
GT
400
Greenleaf Trust
Michigan
$243K +$243K +8,161 New