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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 %
VI
401
Vestcor Inc
New Brunswick, Canada
$190K
RI
402
Ridgewood Investments
New Jersey
$181K
FNBOSM
403
First National Bank of South Miami
Florida
$164K -$24.3K -909 -13%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$163K -$6.92K -259 -4%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K +$43.1K +1,614 +38%
KOCAA
406
Knights of Columbus Asset Advisors
Connecticut
$157K
BCV
407
Banque Cantonale Vaudoise
Switzerland
$155K
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$143K +$143K +5,350 New
HI
409
Horizon Investments
North Carolina
$118K -$35.8K -1,341 -23%
HCA
410
Harbor Capital Advisors
Illinois
$118K
IBOK
411
Independence Bank of Kentucky
Kentucky
$107K
HNB
412
Huntington National Bank
Ohio
$96.2K -$21.2K -793 -18%
SS
413
Sunbelt Securities
Texas
$91.6K +$91.6K +3,429 New
GWM
414
Geneos Wealth Management
Colorado
$90.1K +$10.1K +379 +13%
WT
415
Whittier Trust
California
$89K -$80.1K -3,000 -47%
PA
416
Parallel Advisors
California
$88.7K -$41.9K -1,568 -32%
S
417
SignatureFD
Georgia
$88K +$18.6K +696 +27%
QCG
418
Quadrant Capital Group
Ohio
$77.6K -$7.24K -271 -9%
OP
419
ORG Partners
Indiana
$75.5K -$452K -16,876 -86%
HFM
420
Harvest Fund Management
China
$73K
C
421
Covestor
United Kingdom
$72K -$19.7K -745 -22%
DGAM
422
Desjardins Global Asset Management
Quebec, Canada
$68.5K
NL
423
NVWM LLC
Pennsylvania
$64.1K
CAL
424
Capital Analysts LLC
Pennsylvania
$61K -$4.51K -170 -7%
NIC
425
Northwest Investment Counselors
Oregon
$58K +$10.7K +400 +23%