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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$945K – – –
BAM
227
Boyar Asset Management
New York
$945K +$62.4K +2,900 +7%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$925K -$71.5K -3,320 -7%
FP
229
Factorial Partners
New York
$902K +$19.4K +900 +2%
IIC
230
Ironwood Investment Counsel
Arizona
$895K +$38.5K +1,788 +4%
COPPSERS
231
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$894K +$17K +788 +2%
GFA
232
Gifford Fong Associates
California
$871K – – –
TPSF
233
Texas Permanent School Fund
Texas
$865K +$93.9K +4,364 +12%
FWCM
234
Ferguson Wellman Capital Management
Oregon
$862K – – –
ATPW
235
Ashton Thomas Private Wealth
Arizona
$854K -$455K -21,122 -35%
Aviva
236
Aviva
United Kingdom
$849K -$9.04K -420 -1%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$848K -$17.6K -820 -2%
MOACM
238
Mutual of America Capital Management
New York
$846K +$24.8K +1,153 +3%
Holocene Advisors
239
Holocene Advisors
New York
$843K +$268K +12,432 +47%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$831K – – –
AIP
241
Ameritas Investment Partners
Nebraska
$830K +$277K +12,898 +50%
WI
242
WBI Investments
New Jersey
$828K -$542K -25,215 -40%
AIM
243
ARGA Investment Management
Connecticut
$827K – – –
IMRF
244
Illinois Municipal Retirement Fund
Illinois
$824K – – –
KAS
245
Kestra Advisory Services
Texas
$814K +$319K +14,806 +64%
X
246
Xponance
Pennsylvania
$802K +$95K +4,416 +13%
Neuberger Berman Group
247
Neuberger Berman Group
New York
$769K +$70.1K +3,209 +10%
NAM
248
Nissay Asset Management
Japan
$763K +$26.2K +1,216 +4%
OC
249
Oppenheimer & Co
New York
$754K -$30.8K -1,431 -4%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$754K +$123K +5,697 +19%
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10
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