BEN icon

Franklin Resources

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
426
Independence Bank of Kentucky
Kentucky
$106K
QCG
427
Quadrant Capital Group
Ohio
$85K +$4.09K +155 +5%
AAM
428
Advisors Asset Management
Colorado
$82.6K +$82.6K +3,130 New
CAS
429
Coppell Advisory Solutions
Texas
$79.1K +$79.1K +3,000 New
CASC
430
Coppell Advisory Solutions Corp
Texas
$79.1K +$79.1K +3,000 New
NIC
431
Northwest Investment Counselors
Oregon
$75.8K
NFSG
432
Newbridge Financial Services Group
Florida
$74.8K +$42.1K +1,595 +128%
Dimensional Fund Advisors
433
Dimensional Fund Advisors
Texas
$74.6K +$2.14K +81,002 +3%
Bessemer Group
434
Bessemer Group
New Jersey
$73K -$30.9K -1,161 -30%
ZIG
435
Zullo Investment Group
Pennsylvania
$72.9K +$1.61K +61 +2%
HFM
436
Harvest Fund Management
China
$72K +$12K +455 +20%
CA
437
CoreCap Advisors
Michigan
$69.4K +$69.4K +2,629 New
EE
438
EWG Elevate
California
$68.1K +$68.1K +2,583 New
MCC
439
Money Concepts Capital
Florida
$65.3K +$53.3K +2,021 +444%
S
440
SignatureFD
Georgia
$64.3K -$1.9K -72 -3%
NL
441
NVWM LLC
Pennsylvania
$64K
BONH
442
Bank of New Hampshire
New Hampshire
$64K -$71.7K -2,710 -53%
CG
443
Cutler Group
California
$62K -$44.7K -1,717 -42%
PTC
444
Private Trust Company
Ohio
$60K
SWM
445
Spire Wealth Management
Virginia
$60K
CAL
446
Capital Analysts LLC
Pennsylvania
$59K +$18.6K +699 +46%
UB
447
UMB Bank
Missouri
$58K -$13.1K -500 -18%
GWM
448
Geneos Wealth Management
Colorado
$57.5K -$23.2K -880 -29%
SWA
449
Sutton Wealth Advisors
Florida
$55.3K +$132 +5 +0.2%
AIM
450
Anchor Investment Management
South Carolina
$54.5K