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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
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
Allianz Asset Management
Germany
$75.1M
3
MWNA
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
Invesco
Georgia
$144M
3
First Trust Advisors
First Trust Advisors
Illinois
$37M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
326
Globeflex Capital
California
$444K – – –
KOCAA
327
Knights of Columbus Asset Advisors
Connecticut
$444K +$185K +6,210 +71%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$440K +$92.8K +3,128 +27%
RB
329
Rodgers Brothers
Pennsylvania
$438K – – –
CCP
330
Corient Capital Partners
California
$437K +$32.9K +1,109 +8%
AC
331
Abbrea Capital
California
$434K – – –
X
332
Xponance
Pennsylvania
$428K -$27.6K -928 -6%
HWAM
333
Hennion & Walsh Asset Management
New Jersey
$424K -$176K -5,914 -29%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$418K +$30.3K +1,020 +8%
TSS
335
Two Sigma Securities
New York
$414K +$414K +13,924 New
FA
336
FDx Advisors
Illinois
$412K +$19.3K +650 +5%
MAM
337
Meeder Asset Management
Ohio
$401K -$161K -5,425 -29%
WTC
338
WhitTier Trust Company
Nevada
$401K +$6.18K +208 +2%
SFG
339
Summit Financial Group
West Virginia
$388K – – –
KFA
340
Krane Funds Advisors
New York
$387K -$71.5K -2,408 -16%
XT
341
XTX Topco
Cayman Islands
$380K -$145K -4,876 -28%
NMIMC
342
Northwestern Mutual Investment Management Company
Wisconsin
$380K +$12.5K +422 +3%
AWM
343
Altium Wealth Management
New York
$370K +$91.7K +3,084 +33%
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$368K -$28.6K -963 -7%
V
345
Veritable
Delaware
$367K +$77.7K +2,614 +27%
CIM
346
Contravisory Investment Management
Massachusetts
$365K – – –
MYAM
347
Meiji Yasuda Asset Management
Japan
$361K +$23.2K +780 +7%
ITIM
348
Indiana Trust & Investment Management
Indiana
$358K -$193K -6,500 -35%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$345K – – –
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$345K – – –
12 13
14
15 16