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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$75.1M
3
MWNA
3
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
2
Invesco
Georgia
$144M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
251
Occudo Quantitative Strategies
Florida
$915K +$915K +30,799 New
Jane Street
252
Jane Street
New York
$914K -$871K -29,281 -49%
NSAM
253
North Star Asset Management
Wisconsin
$910K -$45.4K -1,530 -5%
CWM
254
Chesapeake Wealth Management
Virginia
$904K +$150K +5,057 +20%
PAM
255
Panagora Asset Management
Massachusetts
$894K – – –
BCV
256
Banque Cantonale Vaudoise
Switzerland
$890K +$515K +17,300 +137%
MWM
257
Minot Wealth Management
Massachusetts
$885K +$146K +4,926 +20%
OAM
258
Oppenheimer Asset Management
New York
$884K -$12.6K -424 -1%
BAM
259
Blueshift Asset Management
New Jersey
$849K -$315K -10,594 -27%
MWPCG
260
Measured Wealth Private Client Group
New Hampshire
$844K -$938K -31,566 -53%
TC
261
TAP Consulting
Missouri
$827K -$116K -3,900 -12%
QC
262
Quadrature Capital
United Kingdom
$822K +$50.4K +1,695 +7%
ESCM
263
Echo Street Capital Management
New York
$822K +$368K +12,395 +81%
BAM
264
Burgundy Asset Management
Ontario, Canada
$816K – – –
PNC
265
Park National Corp
Ohio
$809K – – –
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$809K +$141K +4,750 +21%
GAM
267
Griffin Asset Management
New York
$804K +$8.91K +300 +1%
IG
268
ING Group
Netherlands
$794K +$37.9K +1,274 +5%
Fayez Sarofim & Co
269
Fayez Sarofim & Co
Texas
$793K – – –
Natixis Advisors
270
Natixis Advisors
Massachusetts
$779K -$861K -28,986 -53%
OC
271
Oppenheimer & Co
New York
$776K +$68.3K +2,300 +10%
UCFA
272
United Capital Financial Advisors
Texas
$771K -$1M -33,765 -57%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$757K – – –
WWM
274
Wagner Wealth Management
South Carolina
$752K – – –
SWM
275
SeaCrest Wealth Management
New York
$752K +$66.4K +2,233 +10%
9 10
11
12 13