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

Top Sellers

1
State Street
State Street
Massachusetts
$530M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$7.53M
4
O
Ossiam
France
$5.23M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$592K +$21.8K +889 +4%
DADC
252
D.A. Davidson & Co
Montana
$588K +$146K +5,928 +33%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$586K +$22.1K +901 +4%
GAM
254
Griffin Asset Management
New York
$579K +$3.69K +150 +0.6%
AIM
255
Achmea Investment Management
Netherlands
$578K -$15.6K -636 -3%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$572K +$14.3K +583 +3%
OAM
257
Oppenheimer Asset Management
New York
$571K -$79.6K -3,238 -12%
KRS
258
Kentucky Retirement Systems
Kentucky
$563K -$1.3K -53 -0.2%
AWC
259
Abundance Wealth Counselors
Pennsylvania
$560K +$560K +22,771 New
RT
260
Rockland Trust
Massachusetts
$550K -$40.5K -1,649 -7%
API
261
Advisor Partners II
California
$548K +$35.2K +1,433 +7%
AIM
262
ARGA Investment Management
Connecticut
$545K -$118K -4,810 -18%
SEI Investments
263
SEI Investments
Pennsylvania
$543K -$145K -5,909 -21%
FNFDCM
264
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$543K – – –
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$541K – – –
FP
266
Factorial Partners
New York
$541K -$337K -13,700 -38%
CSIC
267
Clifford Swan Investment Counsel
California
$539K -$49.2K -2,000 -8%
VPIM
268
Vanguard Personalized Indexing Management
California
$538K +$21.6K +879 +4%
HA
269
Herold Advisors
New York
$537K – – –
CICI
270
Capital Investment Counsel Inc
North Carolina
$536K -$12.3K -500 -2%
OTL
271
Oak Thistle LLC
New York
$534K +$534K +21,738 New
PP
272
Prudential plc
United Kingdom
$524K – – –
ABC
273
Associated Banc-Corp
Wisconsin
$520K – – –
BC
274
Bridgefront Capital
Texas
$516K +$85.9K +3,496 +20%
NA
275
NewEdge Advisors
Louisiana
$514K +$53.1K +2,161 +12%
9 10
11
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