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Franklin Resources

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
EW
501
Evoke Wealth
California
$7K +$3.38K +117 +94%
CHC
502
City Holding Co
West Virginia
$6K
HR
503
Howe & Rusling
New York
$6K
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
EWA
505
Evolution Wealth Advisors
Florida
$6K
MWP
506
Meridian Wealth Partners
Pennsylvania
$6K +$6K +208 New
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$5K
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$5K
EARNEST Partners
509
EARNEST Partners
Georgia
$5K
SWA
510
SOA Wealth Advisors
New York
$5K +$829 +32 +20%
AIG
511
American International Group
New York
$4.99K -$2.6K -87,671 -34%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
ATC
513
Adirondack Trust Company
New York
$4K
GWS
514
Glassman Wealth Services
Virginia
$4K
ME
515
McIlrath & Eck
Washington
$4K
BFC
516
Bedel Financial Consulting
Indiana
$4K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.01K +34 +34%
CWP
518
Concord Wealth Partners
Virginia
$4K +$4K +136 New
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +139 New
CFA
520
Carroll Financial Associates
North Carolina
$4K +$4K +158 New
Nisa Investment Advisors
521
Nisa Investment Advisors
Missouri
$3.9K +$334 +11,300 +9%
BWM
522
BerganKDV Wealth Management
Minnesota
$3K -$32 -1 -1%
TFO
523
Tarbox Family Office
California
$3K
FHC
524
First Horizon Corporation
Tennessee
$3K
SL
525
Savior LLC
Massachusetts
$3K