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Franklin Resources

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
476
Lindbrook Capital
California
$29.6K -$1.08K -40 -4%
HCP
477
Hexagon Capital Partners
Arkansas
$27.8K -$1.75K -65 -6%
CSC
478
Caldwell Sutter Capital
California
$26.9K +$26.9K +1,000 New
NFSG
479
Newbridge Financial Services Group
Florida
$26.5K -$50K -1,854 -65%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$25.4K +$997 +37 +4%
GBT
481
Grove Bank & Trust
Florida
$23.1K +$23.1K +858 New
Federated Hermes
482
Federated Hermes
Pennsylvania
$23.1K -$647 -24 -3%
SPIA
483
Steward Partners Investment Advisory
New York
$22.7K +$6.6K +245 +41%
HS
484
Horan Securities
United States
$22.4K +$135 +5 +0.6%
BWP
485
Baldwin Wealth Partners
Massachusetts
$22K
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$19.6K +$10.7K +399 +121%
EI
487
Ellevest Inc
New York
$18.9K +$17.3K +644 +1,110%
TPCW
488
TD Private Client Wealth
New York
$18.8K -$12.4K -459 -40%
GTAM
489
Global Trust Asset Management
Florida
$18.2K
JMF
490
Johnson Midwest Financial
Iowa
$17.5K +$1.4K +52 +9%
ZB
491
Zions Bancorporation
Utah
$17.2K -$3.37K -125 -16%
DA
492
Denali Advisors
California
$16.2K -$32.3K -1,200 -67%
SSB
493
Sandy Spring Bank
Maryland
$16.2K
SSG
494
Summit Securities Group
New York
$15K -$27.5K -1,027 -65%
HIA
495
Harbor Investment Advisory
Maryland
$14.3K
FRA
496
Front Row Advisors
California
$14K
BTI
497
Blue Trust Inc
Georgia
$14K +$1.43K +55 +11%
GWS
498
Glassman Wealth Services
Virginia
$13.5K
HBW
499
Hazlett, Burt & Watson
West Virginia
$13K
ST
500
Smithfield Trust
Pennsylvania
$13K