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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 %
MCM
526
MV Capital Management
Maryland
$6.14K +$536 +18 +10%
Jones Financial Companies
527
Jones Financial Companies
Missouri
$6.08K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$5.69K
VWM
529
Venturi Wealth Management
Texas
$5.04K +$3.64K +122 +260%
RCM
530
Raleigh Capital Management
North Carolina
$4.56K +$4.56K +153 New
MRCM
531
M&R Capital Management
New Jersey
$4.29K +$30 +1 +0.7%
AA
532
Ancora Advisors
Ohio
$3.72K
AWM
533
Activest Wealth Management
Florida
$3.41K +$30 +1 +0.9%
VCM
534
Versant Capital Management
Arizona
$3.1K +$536 +18 +21%
ME
535
McIlrath & Eck
Washington
$2.98K
SWA
536
SOA Wealth Advisors
New York
$2.85K +$30 +1 +1%
MCM
537
Manchester Capital Management
Vermont
$2.71K -$566 -19 -17%
BWM
538
Baystate Wealth Management
Massachusetts
$2.24K +$30 +1 +1%
AGWCA
539
Annis Gardner Whiting Capital Advisors
Florida
$2.21K +$924 +31 +72%
PWMG
540
Private Wealth Management Group
New Jersey
$2.12K +$2.12K +71 New
CAS
541
Coppell Advisory Solutions
Texas
$2.06K -$87.3K -2,931 -98%
AW
542
Avion Wealth
Texas
$2K +$2K +52 New
CJ
543
Caitlin John
Michigan
$1.98K +$1.98K +67 New
SIC
544
SJS Investment Consulting
Ohio
$1.85K -$417 -14 -18%
DPW
545
DiNuzzo Private Wealth
Pennsylvania
$1.73K +$1.73K +58 New
CA
546
Crewe Advisors
Utah
$1.52K +$1.52K +51 New
JGIA
547
Jackson Grant Investment Advisers
Connecticut
$1.19K
AF
548
Advisornet Financial
Minnesota
$1.04K -$7.9K -265 -88%
GI
549
Gradient Investments
Minnesota
$1.04K
Lazard Asset Management
550
Lazard Asset Management
New York
$1K