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Franklin Resources

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
451
Harbour Investments
Wisconsin
$55K +$55K +1,864 New
CFGS
452
Concourse Financial Group Securities
Alabama
$53K -$11.7K -389 -18%
TPCW
453
TD Private Client Wealth
New York
$51.1K -$1.69K -57 -3%
IRC
454
Investors Research Corp
Georgia
$50K
CWA
455
Clearview Wealth Advisors
Oregon
$50K +$4.09K +139 +9%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$49K +$7.24K +250 +17%
AWM
457
Accel Wealth Management
Iowa
$47K -$2.94K -100 -6%
WT
458
Washington Trust
Rhode Island
$45K
BCA
459
Berman Capital Advisors
Georgia
$44K -$2.85K -98 -6%
EP
460
Eudaimonia Partners
Tennessee
$44K +$44K +1,467 New
PO
461
Private Ocean
California
$42K
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$42K +$1.55K +53 +4%
Federated Hermes
463
Federated Hermes
Pennsylvania
$41K -$35.2K -1,190 -46%
AF
464
Advisornet Financial
Minnesota
$38K +$26.5K +906 +230%
FNBOSM
465
First National Bank of South Miami
Florida
$37K +$37K +1,245 New
QCG
466
Quadrant Capital Group
Ohio
$35K -$471 -16 -1%
IAIM
467
International Assets Investment Management
Florida
$33K
GTAM
468
Global Trust Asset Management
Florida
$32K
MCM
469
Manchester Capital Management
Vermont
$29K -$2.13K -73 -7%
OAJ
470
Ogorek Anthony Joseph
New York
$29K
SIA
471
SkyView Investment Advisors
New Jersey
$26K +$20K +684 +330%
BWP
472
Baldwin Wealth Partners
Massachusetts
$25K
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$24K
TFS
474
TrustCore Financial Services
Tennessee
$23K
AWA
475
Artemis Wealth Advisors
New York
$22.5K +$22.5K +760 New