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Franklin Resources

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
501
Hazlett, Burt & Watson
West Virginia
$15K
WIA
502
Wetzel Investment Advisors
Indiana
$15K +$15K +500 New
WT
503
Whittier Trust
California
$14.9K -$85.3K -2,863 -85%
FRA
504
Front Row Advisors
California
$14.9K
GWS
505
Glassman Wealth Services
Virginia
$14.8K -$60 -2 -0.4%
AP
506
Aspect Partners
Virginia
$14.1K +$14.1K +473 New
NS
507
NBC Securities
Alabama
$14K
ST
508
Smithfield Trust
Pennsylvania
$14K
LS
509
Livforsakringsbolaget Skandia
Sweden
$13.8K
EC
510
EntryPoint Capital
New York
$13.5K +$13.5K +452 New
AT
511
Arlington Trust
Alabama
$13.3K
AP
512
Arlington Partners
Alabama
$13.3K
MSG
513
Main Street Group
Virginia
$12K +$12K +402 New
OP
514
ORG Partners
Indiana
$10.9K +$90 +3 +0.8%
BGAI
515
Bruce G. Allen Investments
Colorado
$10.7K +$10.7K +360 New
FWM
516
Focused Wealth Management
New York
$10.6K +$149 +5 +1%
JWA
517
JFS Wealth Advisors
Pennsylvania
$9.36K +$983 +33 +12%
FBC
518
Fairfield, Bush & Co
Connecticut
$9.18K +$9.18K +308 New
EWA
519
EverSource Wealth Advisors
Alabama
$9K -$3.49K -117 -28%
KFI
520
Key Financial Inc
Pennsylvania
$8.67K
AssetMark Inc
521
AssetMark Inc
California
$8.28K +$8.28K +278 New
VNA
522
Valley National Advisers
Pennsylvania
$8K -$3.6K -135 -31%
JWM
523
Janiczek Wealth Management
Colorado
$7.72K -$655 -22 -8%
WPA
524
West Paces Advisors
Georgia
$6.88K
GIA
525
GHP Investment Advisors
Colorado
$6.41K -$32.4K -1,088 -83%