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Franklin Resources

538 hedge funds and large institutions have $5.27B invested in Franklin Resources in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 218 increasing their positions, 170 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-35
Holders Change %
-6.11%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
218
Reduced
170
Closed
81
Calls
$36.8M
Puts
$53.8M
Net Calls
-$17.1M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
426
UMB Bank
Missouri
$70K -$6.97K -300 -9%
ZIG
427
Zullo Investment Group
Pennsylvania
$62K +$6.43K +278 +12%
PTC
428
Private Trust Company
Ohio
$62K +$62K +2,666 New
S
429
SignatureFD
Georgia
$59K +$812 +35 +1%
ETC
430
Exchange Traded Concepts
Oklahoma
$58K +$58K +2,477 New
NL
431
NVWM LLC
Pennsylvania
$56K
SWM
432
Spire Wealth Management
Virginia
$56K +$7.64K +326 +16%
LS
433
Livforsakringsbolaget Skandia
Sweden
$55K -$60.5K -2,600 -52%
LFG
434
Larson Financial Group
Missouri
$51K +$51K +2,209 New
CWA
435
Clearview Wealth Advisors
Oregon
$49K -$7.31K -314 -13%
COCM
436
Charter Oak Capital Management
New Hampshire
$49K
SWA
437
Sutton Wealth Advisors
Florida
$48.4K -$21.5K -923 -31%
AIM
438
Anchor Investment Management
South Carolina
$48.1K
TF
439
Tompkins Financial
New York
$47K
IRC
440
Investors Research Corp
Georgia
$40K
HI
441
Harbour Investments
Wisconsin
$40K +$40K +1,725 New
SIM
442
Sentry Investment Management
Wisconsin
$39K -$7.6K -324 -16%
CAL
443
Capital Analysts LLC
Pennsylvania
$34K +$8.2K +349 +32%
CTC
444
Central Trust Company
Missouri
$33K
PO
445
Private Ocean
California
$32K
GRP
446
Global Retirement Partners
California
$30K -$5.47K -232 -15%
GIA
447
GHP Investment Advisors
Colorado
$30K
Federated Hermes
448
Federated Hermes
Pennsylvania
$30K +$2.68K +113 +10%
T
449
TOBAM
France
$29K
WT
450
Washington Trust
Rhode Island
$28K +$368 +16 +1%