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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 %
SG Americas Securities
276
SG Americas Securities
New York
$720K -$2.18M -73,192 -75%
Macquarie Group
277
Macquarie Group
Australia
$713K +$166K +5,583 +30%
SAM
278
Securian Asset Management
Minnesota
$696K +$16.4K +553 +2%
BFG
279
Beacon Financial Group
Texas
$693K +$65.1K +2,138 +10%
RJT
280
Raymond James Trust
Florida
$684K -$26.7K -900 -4%
FP
281
Factorial Partners
New York
$684K – – –
FIM
282
Freedom Investment Management
Connecticut
$682K -$27.5K -925 -4%
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$670K +$51.3K +1,688 +8%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$663K -$1.01M -40,971 -60%
FNFDCM
285
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$660K – – –
KA
286
Kintegral Advisory
New York
$653K – – –
EMPI
287
Elo Mutual Pension Insurance
Finland
$648K – – –
Group One Trading
288
Group One Trading
Illinois
$648K +$648K +21,790 New
CAN
289
Cetera Advisor Networks
California
$634K +$10.2K +345 +2%
US Bancorp
290
US Bancorp
Minnesota
$632K -$15.5K -523 -2%
ABC
291
Associated Banc-Corp
Wisconsin
$615K – – –
TRSOTSOK
292
Teachers Retirement System of the State of Kentucky
Kentucky
$609K – – –
FRAF
293
Första AP-fonden
Sweden
$606K +$98K +3,300 +19%
HA
294
Herold Advisors
New York
$601K +$601K +20,250 New
GVAG
295
Great Valley Advisor Group
Delaware
$593K +$6.74K +227 +1%
TI
296
Tidal Investments
Wisconsin
$592K +$140K +4,708 +31%
SFSG
297
Sound Financial Strategies Group
Mississippi
$581K +$951 +32 +0.2%
FM
298
Foster & Motley
Ohio
$570K +$151K +5,075 +36%
IMRF
299
Illinois Municipal Retirement Fund
Illinois
$568K – – –
FNT
300
First National Trust
Pennsylvania
$561K – – –
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12
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