BEN icon

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 %
AIM
276
Aigen Investment Management
New York
$502K +$502K +20,430 New
SAM
277
Securian Asset Management
Minnesota
$502K -$69.1K -2,812 -12%
CGH
278
Crossmark Global Holdings
Texas
$501K +$5.3K +220 +1%
DTL
279
Dynamic Technology Lab
Singapore
$499K +$499K +20,304 New
SWM
280
SeaCrest Wealth Management
New York
$499K +$23.5K +955 +5%
Corient Private Wealth
281
Corient Private Wealth
Florida
$498K +$57.9K +2,354 +13%
WCM
282
Whitener Capital Management
North Carolina
$491K +$11.3K +460 +2%
WMA
283
Wealth Management Associates
New Jersey
$489K -$209K -8,490 -30%
SAM
284
Silvercrest Asset Management
New York
$489K – – –
EGM
285
Engineers Gate Manager
New York
$481K +$481K +19,575 New
CA
286
Cetera Advisors
Colorado
$480K +$42.6K +1,734 +10%
VA
287
Vident Advisory
Georgia
$478K +$478K +19,440 New
NSAM
288
North Star Asset Management
Wisconsin
$476K -$7.37K -300 -2%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$475K -$16K -652 -3%
FRM
290
Fox Run Management
Connecticut
$475K +$475K +19,312 New
Wellington Management Group
291
Wellington Management Group
Massachusetts
$469K -$12.7K -515 -3%
BAM
292
Blueshift Asset Management
New Jersey
$467K +$467K +18,992 New
FNT
293
First National Trust
Pennsylvania
$464K – – –
WAAG
294
Wealth Alliance Advisory Group
Kansas
$461K -$39.4K -1,604 -8%
QCM
295
Quantinno Capital Management
New York
$455K +$36.3K +1,476 +9%
LFP
296
Leeward Financial Partners
Washington
$453K – – –
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$444K -$125K -5,077 -22%
WJWM
298
Williams Jones Wealth Management
New York
$443K – – –
CC
299
Centiva Capital
New York
$435K +$435K +17,709 New
LSERS
300
Louisiana State Employees Retirement System
Louisiana
$433K -$2.46K -100 -0.6%
10 11
12
13 14