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Franklin Resources

516 hedge funds and large institutions have $6.27B invested in Franklin Resources in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-10
Holders Change %
-1.9%
% of All Funds
10.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
67
Increased
159
Reduced
207
Closed
66
Calls
$16.6M
Puts
$30.2M
Net Calls
-$13.5M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
426
NuWave Investment Management
New Jersey
$59K +$31.7K +1,229 +116%
RA
427
Rational Advisors
New York
$59K +$51.9K +2,007 +730%
WT
428
Whittier Trust
California
$57K -$835K -32,238 -94%
JIR
429
James Investment Research
Ohio
$53K -$9.82K -375 -16%
HPC
430
HM Payson & Co
Maine
$52K
TCM
431
Tradewinds Capital Management
Washington
$50K
IRC
432
Investors Research Corp
Georgia
$44K
BFC
433
Bedel Financial Consulting
Indiana
$36K +$308 +12 +0.9%
S
434
SignatureFD
Georgia
$32K -$26.2K -993 -45%
TPWA
435
TRUE Private Wealth Advisors
Oregon
$32K +$32K +1,250 New
APA
436
American Portfolios Advisors
New York
$31.8K -$1.79K -69 -5%
PA
437
Parallel Advisors
California
$31K -$6.73K -263 -18%
SC
438
Steph & Co
Wisconsin
$27K +$27K +1,050 New
FGAM
439
Financial Gravity Asset Management
Texas
$26K -$79.2K -67 -75%
CFA
440
Carroll Financial Associates
North Carolina
$26K
CAW
441
Cornerstone Advisors (Washington)
Washington
$26K +$2.04K +79 +9%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$24K
H
443
Hexavest
Quebec, Canada
$24K +$14.6K +555 +155%
MCM
444
Manchester Capital Management
Vermont
$24K +$24K +900 New
BWP
445
Baldwin Wealth Partners
Massachusetts
$23K
BCWM
446
Bartlett & Co Wealth Management
Ohio
$22.9K +$2.31K +88 +11%
GLI
447
Guardian Life Insurance
New York
$21K
GRP
448
Global Retirement Partners
California
$21K
TFS
449
TrustCore Financial Services
Tennessee
$20K
GWM
450
Geneos Wealth Management
Colorado
$19K -$6.42K -255 -25%