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Franklin Resources

573 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 171 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
81
Increased
225
Reduced
171
Closed
78
Calls
$43.5M
Puts
$45.4M
Net Calls
-$1.96M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
526
Newbridge Financial Services Group
Florida
$7K
BWM
527
Baystate Wealth Management
Massachusetts
$7K +$58 +2 +0.8%
CFO
528
CVA Family Office
Colorado
$6K -$17K -650 -74%
GWS
529
Glassman Wealth Services
Virginia
$6K -$480 -18 -7%
SWA
530
SOA Wealth Advisors
New York
$6K
CCA
531
Column Capital Advisors
Indiana
$6K
HR
532
Howe & Rusling
New York
$6K
CHC
533
City Holding Co
West Virginia
$6K
AIP
534
Ahrens Investment Partners
Louisiana
$6K +$1.5K +50 +33%
LS
535
Leelyn Smith
Illinois
$6K +$6K +200 New
CIAS
536
CFS Investment Advisory Services
New Jersey
$6K +$6K +173,104 New
WBC
537
West Branch Capital
Massachusetts
$5K -$9.2K -333 -65%
EARNEST Partners
538
EARNEST Partners
Georgia
$5K
RA
539
Rise Advisors
New York
$5K +$28 +1 +0.6%
JWA
540
JFS Wealth Advisors
Pennsylvania
$5K +$2.4K +88 +93%
GA
541
GoalVest Advisory
New York
$5K +$5K +172 New
Macquarie Group
542
Macquarie Group
Australia
$4.99K -$749 -26,831 -13%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$4K
FHA
544
First Horizon Advisors
Tennessee
$4K +$132 +5 +3%
T
545
TCWP
Ohio
$4K +$4K +165 New
BWM
546
BerganKDV Wealth Management
Minnesota
$3K
ME
547
McIlrath & Eck
Washington
$3K
FPS
548
Fieldpoint Private Securities
Connecticut
$3K
BFC
549
Bedel Financial Consulting
Indiana
$3K
KA
550
Kozak & Associates
Colorado
$3K