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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 %
SIA
301
SkyView Investment Advisors
New Jersey
$393K +$12.3K +609 +3%
PCA
302
Pallas Capital Advisors
Massachusetts
$393K +$60.2K +2,976 +18%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$384K +$887 +44 +0.2%
CSIC
304
Clifford Swan Investment Counsel
California
$381K -$31.7K -1,575 -8%
FNT
305
First National Trust
Pennsylvania
$380K – – –
RT
306
Rockland Trust
Massachusetts
$379K -$24.6K -1,219 -6%
HIMCH
307
Hartford Investment Management Co (HIMCO)
Connecticut
$379K -$4.43K -220 -1%
HA
308
Herold Advisors
New York
$378K -$22.2K -1,100 -6%
CICI
309
Capital Investment Counsel Inc
North Carolina
$377K -$1.51K -75 -0.4%
Macquarie Group
310
Macquarie Group
Australia
$375K -$264K -13,081 -41%
MGP
311
Metis Global Partners
California
$372K -$19.8K -984 -5%
BBHC
312
Brown Brothers Harriman & Co
New York
$372K – – –
GXJ
313
Global X Japan
Japan
$372K +$34K +1,689 +10%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$369K -$223K -11,068 -38%
KAS
315
Kestra Advisory Services
Texas
$368K -$64K -3,175 -15%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$366K -$53.2K -2,638 -13%
VSQM
317
V-Square Quantitative Management
Illinois
$365K +$105K +5,190 +40%
WJWM
318
Williams Jones Wealth Management
New York
$363K – – –
KIM
319
Kestra Investment Management
Texas
$360K +$360K +17,888 New
US Bancorp
320
US Bancorp
Minnesota
$359K -$85.7K -4,252 -19%
O
321
Ossiam
France
$357K -$49.6K -2,463 -12%
RIM
322
Rakuten Investment Management
Japan
$356K +$93.7K +4,505 +36%
IA
323
IFP Advisors
Florida
$353K +$40.2K +1,994 +13%
SA
324
Sanctuary Advisors
Indiana
$352K +$352K +16,041 New
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$351K +$8.06K +400 +2%
11 12
13
14 15