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Franklin Resources

538 hedge funds and large institutions have $5.27B invested in Franklin Resources in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 218 increasing their positions, 170 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-35
Holders Change %
-6.11%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
218
Reduced
170
Closed
81
Calls
$36.8M
Puts
$53.8M
Net Calls
-$17.1M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
501
Leelyn Smith
Illinois
$5K
EW
502
Evoke Wealth
California
$5K +$2.28K +99 +84%
KFP
503
KB Financial Partners
New Jersey
$4K -$237K -10,414 -98%
WBC
504
West Branch Capital
Massachusetts
$4K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$4K
EARNEST Partners
506
EARNEST Partners
Georgia
$4K
RA
507
Rise Advisors
New York
$4K +$23 +1 +0.6%
CA
508
Crewe Advisors
Utah
$4K +$4K +172 New
HCP
509
Hexagon Capital Partners
Arkansas
$4K +$4K +177 New
Bank of Montreal
510
Bank of Montreal
Ontario, Canada
$3.95K +$222 +8,889 +6%
CFO
511
CVA Family Office
Colorado
$3K -$2.31K -100 -43%
AA
512
Ancora Advisors
Ohio
$3K
MCM
513
MV Capital Management
Maryland
$3K +$1.9K +92 +174%
SC
514
Schubert & Co
Texas
$3K +$2.13K +95 +244%
Loomis, Sayles & Company
515
Loomis, Sayles & Company
Massachusetts
$3K +$3K +109 New
BWM
516
Baystate Wealth Management
Massachusetts
$2K -$4.91K -172 -71%
SWA
517
SOA Wealth Advisors
New York
$2K -$1.89K -106 -49%
ME
518
McIlrath & Eck
Washington
$2K
BWM
519
BerganKDV Wealth Management
Minnesota
$2K
AWM
520
Activest Wealth Management
Florida
$2K +$146 +6 +8%
GKIM
521
GW&K Investment Management
Massachusetts
$2K +$1.04K +49 +109%
CA
522
CoreCap Advisors
Michigan
$2K +$2K +71 New
CAL
523
Capital Advisors Ltd
Ohio
$2K +$2K +72 New
BIA
524
Bell Investment Advisors
California
$2K +$2K +84 New
SFG
525
Steward Financial Group
Texas
$2K +$2K +87 New