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Franklin Resources

514 hedge funds and large institutions have $5.76B invested in Franklin Resources in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
90
Increased
158
Reduced
188
Closed
53
Calls
$26M
Puts
$25.7M
Net Calls
+$247K
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
426
Investors Research Corp
Georgia
$42K
AWM
427
Accel Wealth Management
Iowa
$42K +$42K +1,700 New
BCA
428
Berman Capital Advisors
Georgia
$40K -$4.47K -180 -10%
CWA
429
Clearview Wealth Advisors
Oregon
$39K +$39K +1,559 New
WT
430
Washington Trust
Rhode Island
$38K
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$36K +$2.35K +94 +7%
PO
432
Private Ocean
California
$35K
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$35K +$152 +6 +0.4%
IAIM
434
International Assets Investment Management
Florida
$33K +$33K +1,304 New
TPWA
435
TRUE Private Wealth Advisors
Oregon
$31K
RPWA
436
Regent Peak Wealth Advisors
Georgia
$31K +$31K +1,240 New
QCG
437
Quadrant Capital Group
Ohio
$30K -$3.21K -129 -10%
PI
438
PineBridge Investments
New York
$29K -$1.16K -46 -4%
MCM
439
Manchester Capital Management
Vermont
$27K +$3.97K +157 +17%
CCA
440
Childress Capital Advisors
Texas
$27K +$27K +1,064 New
PWM
441
Perigon Wealth Management
California
$27K +$27K +1,073 New
GTAM
442
Global Trust Asset Management
Florida
$27K +$27K +1,097 New
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$24K
OAJ
444
Ogorek Anthony Joseph
New York
$24K +$24K +1,000 New
WT
445
Whittier Trust
California
$22K -$1.22K -50 -5%
CAPTRUST Financial Advisors
446
CAPTRUST Financial Advisors
North Carolina
$22K +$10.6K +410 +92%
TLFA
447
True Link Financial Advisors
California
$22K +$22K +896 New
CBT
448
CoreFirst Bank & Trust
Kansas
$22K +$22K +900 New
PCG
449
Private Capital Group
Connecticut
$21K -$15.6K -620 -43%
BWP
450
Baldwin Wealth Partners
Massachusetts
$21K -$1.17K -47 -5%