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Franklin Resources

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
401
Paragon Capital Management (Colorado)
Colorado
$202K -$34.1K -1,690 -14%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$197K +$4.78K +237 +2%
OAM
403
Ostrum Asset Management
France
$171K +$2.1K +104 +1%
WTC
404
WhitTier Trust Company
Nevada
$167K
Bessemer Group
405
Bessemer Group
New Jersey
$166K +$1.26K +63 +0.8%
ITIM
406
Indiana Trust & Investment Management
Indiana
$164K
C
407
Covestor
United Kingdom
$150K +$55.6K +2,746 +59%
VI
408
Vestcor Inc
New Brunswick, Canada
$139K
GI
409
GAMMA Investing
California
$138K -$17.7K -878 -11%
OWP
410
ORG Wealth Partners
Texas
$127K +$127K +6,300 New
CAL
411
Capital Analysts LLC
Pennsylvania
$126K +$11.8K +586 +10%
AWM
412
Avior Wealth Management
Nebraska
$121K +$121K +6,018 New
GWM
413
Geneos Wealth Management
Colorado
$119K -$8.26K -410 -6%
WSFS
414
Wilmington Savings Fund Society
Delaware
$118K +$118K +5,838 New
RIL
415
Rothschild Investment LLC
Illinois
$111K +$10.3K +510 +10%
CA
416
Continuum Advisory
Idaho
$105K -$18.8K -872 -15%
PA
417
Parallel Advisors
California
$103K -$6.81K -338 -6%
ETC
418
Exchange Traded Concepts
Oklahoma
$102K +$76.8K +3,810 +301%
TC
419
Torno Capital
Massachusetts
$101K +$101K +5,000 New
CCA
420
Catalyst Capital Advisors
New York
$101K +$101K +4,994 New
GRP
421
Global Retirement Partners
California
$91.8K -$33.2K -1,647 -27%
PTC
422
Private Trust Company
Ohio
$89.7K +$23.6K +1,169 +36%
SDIC
423
South Dakota Investment Council
South Dakota
$85K
HI
424
Horizon Investments
North Carolina
$84.3K -$13.8K -686 -14%
Lazard Asset Management
425
Lazard Asset Management
New York
$82K +$79.5K +3,950 +3,185%