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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$158M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$72M
4
Invesco
4
Invesco
Georgia
$216M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$40.7M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
BlackRock
3
BlackRock
New York
$621M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
276
Oregon Public Employees Retirement Fund
Oregon
$533K +$14.3K +710 +3%
OAM
277
Oxford Asset Management
United Kingdom
$531K +$203K +10,081 +62%
QCM
278
Quantinno Capital Management
New York
$529K -$287K -14,222 -35%
EMPI
279
Elo Mutual Pension Insurance
Finland
$510K +$806 +40 +0.2%
PIM
280
Plato Investment Management
Australia
$509K – – –
PNC
281
Park National Corp
Ohio
$488K – – –
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$488K +$70.3K +3,494 +17%
GIBU
283
Gulf International Bank (UK)
United Kingdom
$485K -$15.8K -784 -3%
WCM
284
Whitener Capital Management
North Carolina
$481K +$34.6K +1,718 +8%
GWP
285
Gen-Wealth Partners
Michigan
$465K +$72.8K +3,486 +19%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$454K -$23K -1,140 -5%
FNFDCM
287
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$442K – – –
GCP
288
GSA Capital Partners
United Kingdom
$437K +$54.2K +2,689 +14%
KRS
289
Kentucky Retirement Systems
Kentucky
$433K -$22.2K -1,100 -5%
Pacer Advisors
290
Pacer Advisors
Pennsylvania
$432K +$19.7K +980 +5%
Parallax Volatility Advisers
291
Parallax Volatility Advisers
California
$428K +$428K +21,226 New
QIM
292
Quantitative Investment Management
Virginia
$425K +$425K +21,126 New
XT
293
XTX Topco
Cayman Islands
$424K -$398K -19,729 -48%
CGH
294
Crossmark Global Holdings
Texas
$423K – – –
SAM
295
Silvercrest Asset Management
New York
$418K +$17.4K +865 +4%
SF
296
Synovus Financial
Georgia
$416K -$2.38K -118 -0.6%
VPIM
297
Vanguard Personalized Indexing Management
California
$414K -$83.5K -4,145 -17%
ABC
298
Associated Banc-Corp
Wisconsin
$406K -$2.02K -100 -0.5%
MSU
299
Mizuho Securities USA
New York
$403K -$62.7K -3,114 -13%
EC
300
EntryPoint Capital
New York
$402K +$402K +19,962 New
10 11
12
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