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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 %
CSB
476
City State Bank
Iowa
$13K
LS
477
Livforsakringsbolaget Skandia
Sweden
$12.5K
AP
478
Arlington Partners
Alabama
$11.9K
EWA
479
EverSource Wealth Advisors
Alabama
$11.8K +$321 +12 +3%
VAG
480
VisionPoint Advisory Group
Texas
$10.6K +$10.6K +398 New
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$8.87K -332 -46%
SSG
482
Summit Securities Group
New York
$10K -$5.05K -188 -34%
CWM
483
Consultiva Wealth Management
Puerto Rico
$9.46K +$9.46K +354 New
FWM
484
Focused Wealth Management
New York
$9.26K +$107 +4 +1%
AF
485
Advisornet Financial
Minnesota
$8.81K -$2.83K -106 -24%
1832 Asset Management
486
1832 Asset Management
Ontario, Canada
$8.55K
FBC
487
Fairfield, Bush & Co
Connecticut
$8.23K +$8.23K +308 New
KFI
488
Key Financial Inc
Pennsylvania
$7.77K
JWM
489
Janiczek Wealth Management
Colorado
$7.51K
JWA
490
JFS Wealth Advisors
Pennsylvania
$7.51K -$508 -19 -6%
WPA
491
West Paces Advisors
Georgia
$6.17K
MFT
492
Moisand Fitzgerald Tamayo
Florida
$5.8K
Jones Financial Companies
493
Jones Financial Companies
Missouri
$5.45K -$27 -1 -0.5%
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$5.1K -$828 -31 -14%
MCM
495
MV Capital Management
Maryland
$5.02K -$561 -21 -10%
BTI
496
Blue Trust Inc
Georgia
$5K -$8.52K -339 -63%
WBC
497
West Branch Capital
Massachusetts
$4.84K
EARNEST Partners
498
EARNEST Partners
Georgia
$4.65K
VCM
499
Versant Capital Management
Arizona
$4.06K -$3.58K -134 -47%
SAM
500
Shell Asset Management
Netherlands
$4K -$421K -17,156 -99%