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Franklin Resources

480 hedge funds and large institutions have $5.07B invested in Franklin Resources in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
9.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
60
Increased
164
Reduced
177
Closed
54
Calls
$17M
Puts
$25.1M
Net Calls
-$8.11M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
401
American Portfolios Advisors
New York
$28.8K -$31.5K -1,501 -52%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$28K -$26.2K -1,283 -48%
CAW
403
Cornerstone Advisors (Washington)
Washington
$28K -$230 -11 -0.8%
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +1,360 New
TPWA
405
TRUE Private Wealth Advisors
Oregon
$26K
PI
406
PineBridge Investments
New York
$25K -$114K -5,464 -82%
QCG
407
Quadrant Capital Group
Ohio
$25K -$112K -5,371 -82%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$24K
BCA
409
Berman Capital Advisors
Georgia
$23K +$7.29K +353 +46%
SC
410
Steph & Co
Wisconsin
$22K
WT
411
Whittier Trust
California
$21K
FHA
412
Flagship Harbor Advisors
Massachusetts
$21K +$14.8K +720 +240%
OPS
413
Orion Portfolio Solutions
Nebraska
$21K +$15.5K +743 +283%
TPCW
414
TD Private Client Wealth
New York
$20.4K -$9.4K -448 -32%
PCG
415
Private Capital Group
Connecticut
$20K -$7.37K -343 -27%
HA
416
H2O AM
United Kingdom
$19K -$402K -19,535 -95%
BWP
417
Baldwin Wealth Partners
Massachusetts
$19K
MCM
418
Manchester Capital Management
Vermont
$19K
BFIM
419
Beese Fulmer Investment Management
Ohio
$19K +$19K +900 New
IA
420
IndexIQ Advisors
New York
$18K +$15.9K +736 +743%
GRP
421
Global Retirement Partners
California
$17K
TFS
422
TrustCore Financial Services
Tennessee
$16K
RCC
423
Red Cedar Capital
Nebraska
$14K
AF
424
Advisornet Financial
Minnesota
$14K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$14K +$5.94K +280 +74%