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Franklin Resources

595 hedge funds and large institutions have $16.9B invested in Franklin Resources in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.23%
New
49
Increased
199
Reduced
245
Closed
46
Calls
$30.6M
Puts
$30M
Net Calls
+$577K
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
576
Next Financial Group
Texas
$10K
JWA
577
JFS Wealth Advisors
Pennsylvania
$10K +$108 +2 +1%
PFSC
578
Peoples Financial Services Corp
Pennsylvania
$8K
HIM
579
Hillsdale Investment Management
Ontario, Canada
$8K
DAM
580
Delta Asset Management
Tennessee
$7K
LWA
581
Lenox Wealth Advisors
New York
$7K +$7K +123 New
CAW
582
Cornerstone Advisors (Washington)
Washington
$6K -$535 -9 -8%
OC
583
Oakworth Capital
Alabama
$5K
PMFA
584
Plante Moran Financial Advisors
Michigan
$5K
TFO
585
Tarbox Family Office
California
$5K +$640 +11 +15%
Parallax Volatility Advisers
586
Parallax Volatility Advisers
California
$4K +$4K +75 New
WA
587
WFG Advisors
Texas
$3K
WC
588
Whitnell & Co
Illinois
$3K
FBT
589
Founders Bank & Trust
Michigan
$3K
NES
590
New England Securities
New York
$3K
TWA
591
TCI Wealth Advisors
Arizona
$3K
QAM
592
QCI Asset Management
New York
$2K
FCCM
593
First City Capital Management
Georgia
$1.97K
UB
594
UMB Bank
Missouri
$1.19K -$61 -1,125 -5%
JFA
595
JNBA Financial Advisors
Minnesota
$1K +$1K +24 New
VanEck Associates
596
VanEck Associates
New York
-$38.1M -659,084 Closed
BAC
597
Boys Arnold & Co
North Carolina
-$20.8M -359,877 Closed
TIP
598
Torray Investment Partners
Maryland
-$20M -346,515 Closed
BSA
599
Braun Stacey Associates
New York
-$16.7M -288,910 Closed
KIG
600
Kovitz Investment Group
Illinois
-$8.1M -139,964 Closed