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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 %
CFA
451
Carroll Financial Associates
North Carolina
$28K -$78.1K -2,800 -74%
NIM
452
NuWave Investment Management
New Jersey
$28K -$40.5K -1,532 -59%
CAW
453
Cornerstone Advisors (Washington)
Washington
$27K -$2.56K -88 -9%
BWP
454
Baldwin Wealth Partners
Massachusetts
$26K
ASN
455
Advisory Services Network
Georgia
$25K
PCG
456
Private Capital Group
Connecticut
$25K +$5.18K +177 +26%
GLI
457
Guardian Life Insurance
New York
$24K -$785 -27 -3%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$24K
GRP
459
Global Retirement Partners
California
$24K
BC
460
Bartlett & Co
Ohio
$23K -$1.35K -46 -6%
BCWM
461
Bartlett & Co Wealth Management
Ohio
$22.9K -$1.34K -46 -6%
TFS
462
TrustCore Financial Services
Tennessee
$22K
VFA
463
Valeo Financial Advisors
Indiana
$20K
Simplex Trading
464
Simplex Trading
Illinois
$19K -$451K -16,011 -96%
RCC
465
Red Cedar Capital
Nebraska
$19K
WCM
466
Whitener Capital Management
North Carolina
$18K +$18K +650 New
SSB
467
Sandy Spring Bank
Maryland
$17K
HCM
468
Highlander Capital Management
New Jersey
$17K
FCA
469
FinTrust Capital Advisors
South Carolina
$16K -$469 -16 -3%
RE
470
RBC Europe
United Kingdom
$15.2K
EIP
471
Ellis Investment Partners
Pennsylvania
$15K
GAM
472
Gemmer Asset Management
California
$15K +$1.25K +43 +9%
QCG
473
Quadrant Capital Group
Ohio
$15K +$3.33K +129 +28%
ST
474
Smithfield Trust
Pennsylvania
$14K
VEA
475
Virtus ETF Advisers
New York
$14K