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Franklin Resources
BEN

Overview Fund Activity

532 hedge funds and large institutions have $5.45B invested in Franklin Resources in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
175
Reduced
191
Closed
49
Calls
$26.4M
Puts
$21.7M
Net Calls
+$4.74M
Net Calls Change
+$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
226
Natixis Advisors
Massachusetts
$779K +$55.3K +2,248 +8%
MCM
227
Mork Capital Management
California
$777K – – –
CAN
228
Cetera Advisor Networks
California
$753K +$52.6K +2,140 +8%
BAM
229
Boyar Asset Management
New York
$749K -$49.2K -2,000 -6%
Vontobel Holding
230
Vontobel Holding
Switzerland
$732K – – –
PMEF
231
Point72 Middle East FZE
United Arab Emirates
$723K +$723K +29,427 New
FM
232
Foster & Motley
Ohio
$711K -$25.4K -1,033 -3%
TPA
233
Trivium Point Advisory
Connecticut
$694K +$107K +4,600 +18%
RJT
234
Raymond James Trust
Florida
$689K +$33.5K +1,361 +5%
GIBU
235
Gulf International Bank (UK)
United Kingdom
$689K -$57.7K -2,350 -8%
GCP
236
Garda Capital Partners
Minnesota
$678K +$678K +27,596 New
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$678K +$82.4K +3,354 +14%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$669K – – –
AG
239
Ascent Group
Virginia
$669K -$116K -5,065 -15%
FMTC
240
Farmers & Merchants Trust Company
California
$650K – – –
IMCOOI
241
Investment Management Corp of Ontario (IMCO)
Canada
$646K +$196K +7,962 +43%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$644K -$865K -35,193 -57%
BBHC
243
Brown Brothers Harriman & Co
New York
$634K – – –
OC
244
Oppenheimer & Co
New York
$633K -$32.1K -1,306 -5%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$627K +$627K +25,494 New
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$624K – – –
PAS
247
Park Avenue Securities
New York
$623K +$11.9K +485 +2%
SPA
248
Sherbrooke Park Advisers
New York
$620K +$620K +25,235 New
EMPI
249
Elo Mutual Pension Insurance
Finland
$618K +$8.97K +365 +1%
PNC
250
Park National Corp
Ohio
$614K +$18.7K +761 +3%
8 9
10
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