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Franklin Resources

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
451
Capital Analysts LLC
Pennsylvania
$60K -$14.1K -476 -19%
CSC
452
Caldwell Sutter Capital
California
$59.6K
TF
453
Tompkins Financial
New York
$59.6K
AIM
454
Anchor Investment Management
South Carolina
$59.6K
IRC
455
Investors Research Corp
Georgia
$50.6K
MA
456
Montag & Associates
Georgia
$50.6K +$50.6K +1,700 New
WBC
457
Westpac Banking Corp
Australia
$50.4K
JPWM
458
Jamison Private Wealth Management
Georgia
$49K +$626 +21 +1%
CFO
459
CVA Family Office
Colorado
$48.9K +$48.9K +1,640 New
PS
460
Planned Solutions
California
$48.5K +$48.5K +1,629 New
CG
461
Cutler Group
California
$45K +$5.97K +203 +15%
TCOV
462
Trust Company of Vermont
Vermont
$44.7K +$44.7K +1,500 New
SWM
463
Spire Wealth Management
Virginia
$44.5K -$18.1K -649 -29%
PTC
464
Private Trust Company
Ohio
$42.1K +$5.36K +180 +15%
PO
465
Private Ocean
California
$41.9K
CTC
466
Central Trust Company
Missouri
$38.7K
DMBA
467
Deseret Mutual Benefit Administrators
Utah
$36.9K -$9.38K -315 -20%
WT
468
Washington Trust
Rhode Island
$35.7K
PS
469
Principal Securities
Iowa
$35K +$35K +1,175 New
T
470
TOBAM
France
$34K +$32.5K +1,085 +2,170%
BONH
471
Bank of New Hampshire
New Hampshire
$33.4K
BIA
472
Bell Investment Advisors
California
$33.2K -$804 -27 -2%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$19.8K +665 +149%
LC
474
Lindbrook Capital
California
$33K +$3.61K +121 +12%
TPCW
475
TD Private Client Wealth
New York
$31.4K +$17.2K +576 +120%