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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 %
S
301
Seeyond
France
$558K -$365K -12,282 -40%
First Manhattan
302
First Manhattan
New York
$553K +$1.01K +34 +0.2%
AIP
303
Ameritas Investment Partners
Nebraska
$548K +$104K +3,500 +23%
FMBTD
304
First Midwest Bank Trust Division
Illinois
$545K +$4.16K +140 +0.8%
CMI
305
Clare Market Investments
Texas
$536K +$536K +18,050 New
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$528K -$11.9K -400 -2%
GAM
307
Guinness Asset Management
United Kingdom
$527K +$271K +9,100 +106%
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$524K -$75.7K -2,546 -13%
AP
309
Advisor Partners
California
$522K -$3.24K -109 -0.6%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$520K +$14.9K +500 +3%
AC
311
Allstate Corporation
Illinois
$517K -$18.7K -631 -3%
ASN
312
Advisory Services Network
Georgia
$511K -$84.4K -2,836 -14%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$511K +$34.2K +1,153 +7%
MAFM
314
Mid Atlantic Financial Management
Pennsylvania
$510K -$52.7K -1,774 -9%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$506K -$2.91K -98 -0.6%
WAM
316
World Asset Management
Michigan
$503K -$17.3K -580 -3%
VIA
317
Vident Investment Advisory
Georgia
$498K +$308K +10,333 +162%
NICM
318
Neo Ivy Capital Management
New York
$489K +$323K +15,405 +195%
KRS
319
Kentucky Retirement Systems
Kentucky
$483K +$11.7K +392 +2%
AAM
320
Advisors Asset Management
Colorado
$482K -$343K -11,544 -42%
SM
321
Sciencast Management
New Jersey
$481K -$358K -12,441 -43%
DMBA
322
Deseret Mutual Benefit Administrators
Utah
$471K +$278K +9,336 +144%
DWM
323
Darwin Wealth Management
Florida
$470K – – –
E
324
Ergoteles
New York
$468K +$468K +15,738 New
IAA
325
Independent Advisor Alliance
North Carolina
$461K -$1.43K -48 -0.3%
11 12
13
14 15