BEN icon

Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$101M
2
Invesco
Invesco
Georgia
$204M
3
AQR Capital Management
AQR Capital Management
Connecticut
$54.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$39.9M
5
Marshall Wace
Marshall Wace
United Kingdom
$31.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$79.4M
2
GFA
Gallagher Fiduciary Advisors
Illinois
$0
3
WCM
Wedge Capital Management
North Carolina
$0
4
State Street
State Street
Massachusetts
$466M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$796K -$634K -28,124 -44%
OQS
252
Occudo Quantitative Strategies
Florida
$791K +$791K +35,396 New
Swedbank
253
Swedbank
Sweden
$778K – – –
IIC
254
Ironwood Investment Counsel
Arizona
$769K -$16.1K -720 -2%
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$757K -$116K -5,193 -13%
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$754K +$31.2K +1,395 +4%
ECA
257
Elevated Capital Advisors
Utah
$732K +$732K +32,749 New
Truist Financial
258
Truist Financial
North Carolina
$728K -$90.1K -4,030 -11%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$727K – – –
Mariner
260
Mariner
Kansas
$716K -$597K -26,716 -45%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$714K +$59.9K +2,679 +9%
Macquarie Group
262
Macquarie Group
Australia
$708K – – –
TRCT
263
Tower Research Capital (TRC)
New York
$708K +$581K +25,979 +455%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$698K -$544K -24,360 -44%
PAS
265
Park Avenue Securities
New York
$685K +$2.75K +123 +0.4%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$679K +$118K +5,258 +21%
MCM
267
Maltese Capital Management
New York
$671K +$224K +10,000 +50%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$657K +$91.2K +4,080 +16%
CW
269
CreativeOne Wealth
Kansas
$653K +$468K +20,974 +254%
Nordea Investment Management
270
Nordea Investment Management
Sweden
$635K -$19K -846 -3%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$634K -$67.6K -3,025 -10%
SFSG
272
Sound Financial Strategies Group
Mississippi
$633K +$136K +6,075 +27%
WFA
273
Wade Financial Advisory
California
$622K +$622K +27,831 New
IMC Chicago
274
IMC Chicago
Illinois
$621K +$621K +27,787 New
SW
275
SlateStone Wealth
Florida
$616K +$1.1K +49 +0.2%
9 10
11
12 13