BEN icon

Franklin Resources

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
451
Grove Bank & Trust
Florida
$31.4K +$8.47K +317 +37%
FCAG
452
First Capital Advisors Group
New Jersey
$30.3K +$30.3K +1,134 New
BONH
453
Bank of New Hampshire
New Hampshire
$29.9K -$21.4K -800 -42%
LC
454
Lindbrook Capital
California
$28.2K -$1.15K -43 -4%
RFG
455
RFP Financial Group
Georgia
$26.7K +$26.7K +1,000 New
NFSG
456
Newbridge Financial Services Group
Florida
$26.6K +$294 +11 +1%
HCP
457
Hexagon Capital Partners
Arkansas
$26.4K -$1.18K -44 -4%
UB
458
UMB Bank
Missouri
$26.2K -$32.8K -1,229 -56%
HT
459
Headlands Technologies
Illinois
$24.9K +$24.9K +932 New
PFBT
460
Parkside Financial Bank & Trust
Missouri
$24.2K -$908 -34 -4%
BWP
461
Baldwin Wealth Partners
Massachusetts
$21.8K
Federated Hermes
462
Federated Hermes
Pennsylvania
$20.8K -$2.14K -80 -9%
GTAM
463
Global Trust Asset Management
Florida
$18K
Twin Tree Management
464
Twin Tree Management
Texas
$17.9K +$17.9K +672 New
TPCW
465
TD Private Client Wealth
New York
$17.7K -$988 -37 -5%
JMF
466
Johnson Midwest Financial
Iowa
$17.6K +$214 +8 +1%
ZB
467
Zions Bancorporation
Utah
$17K
SSB
468
Sandy Spring Bank
Maryland
$16K
SPIA
469
Steward Partners Investment Advisory
New York
$15.9K -$6.54K -245 -29%
HIA
470
Harbor Investment Advisory
Maryland
$14.2K
FRA
471
Front Row Advisors
California
$14K
GWS
472
Glassman Wealth Services
Virginia
$13.4K
HS
473
Horan Securities
United States
$13.1K -$9.13K -342 -41%
HBW
474
Hazlett, Burt & Watson
West Virginia
$13K
ST
475
Smithfield Trust
Pennsylvania
$13K