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Franklin Resources

577 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+43
Holders Change %
+8.05%
% of All Funds
8.91%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
95
Increased
197
Reduced
190
Closed
44
Calls
$55.3M
Puts
$55.4M
Net Calls
-$61K
Net Calls Change
-$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
451
Longfellow Investment Management
Massachusetts
$138K
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K
NIC
453
Northwest Investment Counselors
Oregon
$126K +$126K +3,775 New
IA
454
IFP Advisors
Florida
$118K +$8.99K +260 +8%
WOC
455
West Oak Capital
California
$116K +$16.3K +485 +16%
QCG
456
Quadrant Capital Group
Ohio
$116K +$74.5K +2,228 +179%
UB
457
UMB Bank
Missouri
$113K +$113K +3,360 New
NICM
458
Neo Ivy Capital Management
New York
$108K -$675K -20,096 -86%
SWA
459
Sutton Wealth Advisors
Florida
$100K
VanEck Associates
460
VanEck Associates
New York
$100K -$3.17K -95 -3%
C
461
Covestor
United Kingdom
$97K +$97K +2,890 New
S
462
SignatureFD
Georgia
$93K +$767 +23 +0.8%
AG
463
AIA Group
Hong Kong
$87K +$87K +2,596 New
CWA
464
Clearview Wealth Advisors
Oregon
$81K +$572 +17 +0.7%
NIM
465
NuWave Investment Management
New Jersey
$81K +$81K +2,433 New
NL
466
NVWM LLC
Pennsylvania
$80K
SIM
467
Sentry Investment Management
Wisconsin
$78K
CTC
468
Central Trust Company
Missouri
$78K +$6.2K +185 +9%
Parallax Volatility Advisers
469
Parallax Volatility Advisers
California
$74K -$47.5K -1,428 -39%
ACM
470
Aquatic Capital Management
Illinois
$74K +$74K +2,200 New
TCOV
471
Trust Company of Vermont
Vermont
$73K +$73K +2,179 New
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$72K +$9.76K +294 +16%
AIM
473
Anchor Investment Management
South Carolina
$69.2K
SWM
474
Spire Wealth Management
Virginia
$69K
EWM
475
Elmwood Wealth Management
California
$69K +$69K +2,075 New