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Franklin Resources

572 hedge funds and large institutions have $7.19B invested in Franklin Resources in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+26
Holders Change %
+4.76%
% of All Funds
9.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
72
Increased
207
Reduced
191
Closed
44
Calls
$39.5M
Puts
$25.3M
Net Calls
+$14.2M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
476
Elmwood Wealth Management
California
$66K
SWM
477
Spire Wealth Management
Virginia
$66K
HI
478
Harbour Investments
Wisconsin
$60K +$605 +19 +1%
WOC
479
West Oak Capital
California
$58K +$41.5K +1,300 +252%
CFGS
480
Concourse Financial Group Securities
Alabama
$57K
IRC
481
Investors Research Corp
Georgia
$54K
TPCW
482
TD Private Client Wealth
New York
$53.3K -$1.95K -61 -4%
CWA
483
Clearview Wealth Advisors
Oregon
$52K -$1.97K -62 -4%
BCA
484
Berman Capital Advisors
Georgia
$50K +$1.85K +58 +4%
WT
485
Washington Trust
Rhode Island
$48K
PO
486
Private Ocean
California
$45K
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$44K -$1.89K -59 -4%
Federated Hermes
488
Federated Hermes
Pennsylvania
$43K -$1.08K -34 -2%
T
489
TOBAM
France
$40K +$40K +1,242 New
AF
490
Advisornet Financial
Minnesota
$39K -$3.04K -94 -7%
QCG
491
Quadrant Capital Group
Ohio
$39K +$613 +19 +2%
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$38K -$16.5K -513 -30%
GTAM
493
Global Trust Asset Management
Florida
$35K
MCM
494
Manchester Capital Management
Vermont
$32K -$161 -5 -0.5%
OAJ
495
Ogorek Anthony Joseph
New York
$31K
CI
496
CX Institutional
Indiana
$28K +$6.42K +203 +30%
BWP
497
Baldwin Wealth Partners
Massachusetts
$27K
SIA
498
SkyView Investment Advisors
New Jersey
$26K
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$24K
TFS
500
TrustCore Financial Services
Tennessee
$24K