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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 %
First Manhattan
301
First Manhattan
New York
$423K – – –
MGP
302
Metis Global Partners
California
$418K +$199K +8,095 +91%
GIM
303
Grassi Investment Management
California
$413K – – –
MML Investors Services
304
MML Investors Services
Massachusetts
$403K +$83K +3,377 +26%
FCH
305
Freestone Capital Holdings
Washington
$403K -$2.38M -96,858 -86%
MNBTD
306
Moody National Bank Trust Division
Texas
$400K – – –
FAIM
307
Financial Advocates Investment Management
Washington
$398K +$132K +5,374 +50%
BFG
308
Beacon Financial Group
Texas
$396K -$23.9K -896 -6%
Allspring Global Investments
309
Allspring Global Investments
North Carolina
$396K -$349K -14,190 -47%
Simplex Trading
310
Simplex Trading
Illinois
$389K +$389K +15,842 New
MFS
311
Mirabella Financial Services
United Kingdom
$387K +$387K +15,725 New
DIM
312
Delta Investment Management
California
$384K +$38.6K +1,569 +11%
PI
313
PGGM Investments
Netherlands
$382K – – –
SPC
314
Sigma Planning Corp
Michigan
$382K -$4.94K -201 -1%
SG Americas Securities
315
SG Americas Securities
New York
$368K -$524K -21,358 -59%
US Bancorp
316
US Bancorp
Minnesota
$367K +$17.1K +695 +5%
II
317
Inspire Investing
Idaho
$367K +$6K +244 +2%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$366K +$24.6K +1,000 +7%
AC
319
Abbrea Capital
California
$360K – – –
SIA
320
SkyView Investment Advisors
New Jersey
$359K +$13.6K +556 +4%
IA
321
IFP Advisors
Florida
$356K +$26.7K +1,088 +8%
PFO
322
Pathstone Family Office
New Jersey
$353K +$353K +14,333 New
SFG
323
Summit Financial Group
West Virginia
$353K -$75.7K -3,080 -18%
CFG
324
Cooper Financial Group
California
$352K +$16.1K +656 +5%
SAG
325
SageView Advisory Group
California
$350K -$21K -855 -6%
11 12
13
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