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Franklin Resources

526 hedge funds and large institutions have $7.06B invested in Franklin Resources in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-40
Holders Change %
-7.07%
% of All Funds
11.55%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
50
Increased
165
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
501
Delta Asset Management
Tennessee
$5K +$5K +190 New
PCM
502
Penserra Capital Management
California
$5K +$5K +210 New
CFGS
503
Concourse Financial Group Securities
Alabama
$4K -$145K -4,490 -97%
TWA
504
TCI Wealth Advisors
Arizona
$4K -$618 -19 -13%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$4K
ATC
506
Adirondack Trust Company
New York
$4K
EW
507
Evoke Wealth
California
$3.82K +$3.82K +131 New
FCH
508
Freestone Capital Holdings
Washington
$3.61K -$759 -26,309 -17%
CFG
509
Citizens Financial Group
Rhode Island
$3K -$3.84K -142 -56%
MAM
510
Meeder Asset Management
Ohio
$3K
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$3K
FRA
512
Front Row Advisors
California
$3K
FGAM
513
Financial Gravity Asset Management
Texas
$3K +$2.83K +84 +1,680%
WPA
514
West Paces Advisors
Georgia
$2.97K -$1.1K -38 -27%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$2K
LFG
516
Larson Financial Group
Missouri
$2K
WCG
517
Weaver Consulting Group
California
$2K
TFO
518
Tarbox Family Office
California
$2K
PG
519
Proffitt & Goodson
Tennessee
$2K
BWM
520
Baystate Wealth Management
Massachusetts
$2K +$32 +1 +2%
LC
521
Lindbrook Capital
California
$1K -$10.6K -532 -91%
AWM
522
Avior Wealth Management
Nebraska
$1K
PFSC
523
Peoples Financial Services Corp
Pennsylvania
$1K
AA
524
Advisory Alpha
Michigan
$422 +$422 +16 New
FMI
525
Fiduciary Management Inc
Wisconsin
-$148M -4,261,255 Closed