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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$117M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.5M
3
Franklin Resources
Franklin Resources
California
+$46.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.4M
5
Millennium Management
Millennium Management
New York
+$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$165M
2
Charles Schwab
Charles Schwab
California
-$120M
3
ProShare Advisors
ProShare Advisors
Maryland
-$38.6M
4
Invesco
Invesco
Georgia
-$20.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Achmea Investment Management
Netherlands
$651K – – –
EMPI
277
Elo Mutual Pension Insurance
Finland
$648K +$33.1K +1,227 +5%
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$646K +$93.6K +3,473 +17%
TPA
279
Trivium Point Advisory
Connecticut
$641K +$138K +5,110 +27%
SAM
280
Securian Asset Management
Minnesota
$635K +$8.49K +315 +1%
GIM
281
Grassi Investment Management
California
$614K +$162K +6,000 +36%
KRS
282
Kentucky Retirement Systems
Kentucky
$607K +$5.81K +216 +1%
CICI
283
Capital Investment Counsel Inc
North Carolina
$601K -$267K -9,895 -31%
AG
284
Ascent Group
Virginia
$600K +$31K +1,150 +5%
HA
285
Herold Advisors
New York
$599K – – –
PI
286
PGGM Investments
Netherlands
$597K +$597K +22,170 New
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$593K – – –
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$593K +$42.6K +1,580 +8%
Axa
289
Axa
France
$587K +$26.1K +968 +5%
BPC
290
Banque Pictet & Cie
Switzerland
$585K +$316K +11,730 +117%
FNFDCM
291
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$585K – – –
ABC
292
Associated Banc-Corp
Wisconsin
$581K – – –
PP
293
Prudential plc
United Kingdom
$579K +$566 +21 +0.1%
VPIM
294
Vanguard Personalized Indexing Management
California
$572K +$120K +4,470 +27%
NSAM
295
North Star Asset Management
Wisconsin
$570K -$4.04K -150 -0.7%
VIA
296
Vident Investment Advisory
Georgia
$561K +$128K +4,766 +30%
ATPW
297
Ashton Thomas Private Wealth
Arizona
$556K -$594K -22,057 -52%
CGH
298
Crossmark Global Holdings
Texas
$551K +$6.9K +256 +1%
Vontobel Holding
299
Vontobel Holding
Switzerland
$544K +$544K +20,188 New
SDIC
300
South Dakota Investment Council
South Dakota
$535K – – –
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