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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 %
Bessemer Group
401
Bessemer Group
New Jersey
$243K +$3.81K +128 +2%
GS
402
GTS Securities
New York
$242K +$242K +8,140 New
ITIM
403
Indiana Trust & Investment Management
Indiana
$242K
PWM
404
Prentice Wealth Management
New York
$241K +$241K +8,085 New
PCC
405
Park Circle Company
Maryland
$239K +$239K +8,038 New
RB
406
Rodgers Brothers
Pennsylvania
$239K -$14.9K -500 -6%
Credit Agricole
407
Credit Agricole
France
$238K +$158K +5,301 +198%
RJT
408
Raymond James Trust
Florida
$231K -$604K -20,273 -72%
ECM
409
Evergreen Capital Management
Washington
$226K +$226K +7,579 New
FIM
410
Freedom Investment Management
Connecticut
$226K -$29.3K -983 -11%
CIA
411
Concurrent Investment Advisors
Florida
$224K +$224K +7,519 New
Schroder Investment Management Group
412
Schroder Investment Management Group
United Kingdom
$220K +$220K +7,381 New
WTC
413
WhitTier Trust Company
Nevada
$217K
MAM
414
Meeder Asset Management
Ohio
$214K
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$213K +$213K +7,152 New
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$211K +$211K +7,110 New
RWP
417
RWA Wealth Partners
Massachusetts
$210K +$210K +7,051 New
WPC
418
Wedmont Private Capital
Pennsylvania
$209K +$209K +7,119 New
VI
419
Vestcor Inc
New Brunswick, Canada
$208K
BB
420
Burford Brothers
Texas
$207K +$207K +6,950 New
FNBOO
421
First National Bank of Omaha
Nebraska
$206K +$206K +6,900 New
SS
422
Simplicity Solutions
Minnesota
$203K +$203K +6,811 New
BFG
423
Bleakley Financial Group
New Jersey
$203K +$203K +6,811 New
RI
424
Ridgewood Investments
New Jersey
$202K +$202K +6,765 New
MM
425
MQS Management
New York
$202K -$209K -7,012 -51%