BEN icon

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 %
CBT
501
CoreFirst Bank & Trust
Kansas
$24K
AWA
502
Artemis Wealth Advisors
New York
$23.9K +$125 +4 +0.5%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$22K -$409 -13 -2%
PCG
504
Private Capital Group
Connecticut
$21K -$294 -9 -1%
RCC
505
Red Cedar Capital
Nebraska
$21K
ZB
506
Zions Bancorporation
Utah
$20K -$32 -1 -0.2%
SSB
507
Sandy Spring Bank
Maryland
$19K
FF
508
FourThought Financial
Florida
$19K
Loomis, Sayles & Company
509
Loomis, Sayles & Company
Massachusetts
$18K
JWM
510
Janiczek Wealth Management
Colorado
$18K +$966 +30 +6%
RE
511
RBC Europe
United Kingdom
$16.8K
WBC
512
West Branch Capital
Massachusetts
$16K +$16K +514 New
ST
513
Smithfield Trust
Pennsylvania
$15K
FRA
514
Front Row Advisors
California
$15K
CFO
515
CVA Family Office
Colorado
$14K +$10.6K +325 +310%
HIA
516
Harbor Investment Advisory
Maryland
$13K
LC
517
Lindbrook Capital
California
$13K
SCA
518
Stonebridge Capital Advisors
Minnesota
$10K
HCM
519
Highlander Capital Management
New Jersey
$10K
PSB
520
Piscataqua Savings Bank
New Hampshire
$10K
FWM
521
Focused Wealth Management
New York
$10K +$94 +3 +0.9%
CAL
522
Capital Analysts LLC
Pennsylvania
$10K +$10K +328 New
KFI
523
Key Financial Inc
Pennsylvania
$9K +$9K +291 New
BWM
524
Baystate Wealth Management
Massachusetts
$8K +$5.76K +170 +258%
WQ
525
Wealth Quarterback
New Jersey
$8K +$8K +237 New