BEN icon

Franklin Resources

526 hedge funds and large institutions have $7.06B invested in Franklin Resources in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-40
Holders Change %
-7.07%
% of All Funds
11.55%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
50
Increased
165
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$102K -$44.7K -1,550 -30%
RIM
427
Rampart Investment Management
Connecticut
$97K -$13.3K -457 -12%
QI
428
QS Investors
New York
$93K
SWA
429
Sutton Wealth Advisors
Florida
$87.3K
BAM
430
Barrett Asset Management
New York
$87K
LS
431
Livforsakringsbolaget Skandia
Sweden
$83K
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$81K -$19.8K -688 -20%
CIAS
433
Capital Investment Advisory Services
North Carolina
$75K +$8.62K +300 +13%
JIR
434
James Investment Research
Ohio
$69K
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$68K -$50.3K -1,746 -43%
S
436
SignatureFD
Georgia
$64K -$7.63K -263 -11%
CIA
437
CSat Investment Advisory
Michigan
$63K +$16.7K +583 +36%
EWM
438
Elmwood Wealth Management
California
$60K
ZB
439
Zions Bancorporation
Utah
$59K
HPC
440
HM Payson & Co
Maine
$58K
KC
441
Knuff & Co
California
$58K +$58K +2,000 New
TCM
442
Tradewinds Capital Management
Washington
$56K
QT
443
Quantamental Technologies
New York
$51K +$51K +1,762 New
IRC
444
Investors Research Corp
Georgia
$49K
RIA
445
Realta Investment Advisors
Delaware
$46K +$87 +3 +0.2%
VanEck Associates
446
VanEck Associates
New York
$44K +$24.9K +860 +130%
PA
447
Parallel Advisors
California
$43K +$466 +16 +1%
BFC
448
Bedel Financial Consulting
Indiana
$40K +$287 +10 +0.7%
APA
449
American Portfolios Advisors
New York
$37.3K -$635 -22 -2%
GWM
450
Geneos Wealth Management
Colorado
$28K -$311K -11,212 -92%