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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
326
Moody National Bank Trust Division
Texas
$350K +$350K +16,260 New
GAM
327
Guinness Asset Management
United Kingdom
$348K -$30.1K -1,401 -8%
NERM
328
New England Research & Management
Illinois
$344K -$19.4K -900 -5%
BAM
329
Blueshift Asset Management
New Jersey
$342K +$342K +15,896 New
OQS
330
Occudo Quantitative Strategies
Florida
$340K +$340K +15,799 New
Mariner
331
Mariner
Kansas
$336K +$55.6K +2,584 +20%
WCM
332
Whitener Capital Management
North Carolina
$322K +$35.2K +1,640 +12%
PFO
333
Pathstone Family Office
New Jersey
$320K +$320K +14,804 New
Cerity Partners
334
Cerity Partners
New York
$317K -$7.94K -369 -2%
AC
335
Abbrea Capital
California
$316K – – –
SWP
336
Stratos Wealth Partners
Ohio
$311K -$4.46K -207 -1%
FIM
337
Freedom Investment Management
Connecticut
$308K -$27.9K -1,297 -8%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$307K -$28K -1,300 -8%
IWC
339
Integrated Wealth Concepts
Massachusetts
$305K +$7.05K +328 +2%
VF
340
Virtu Financial
New York
$305K +$305K +14,189 New
CL
341
CSS LLC
Illinois
$301K -$86K -4,000 -22%
AWM
342
Angeles Wealth Management
California
$301K – – –
DIM
343
Delta Investment Management
California
$300K +$300K +13,939 New
II
344
Inspire Investing
Idaho
$294K +$294K +13,648 New
SEI Investments
345
SEI Investments
Pennsylvania
$293K -$342K -15,907 -54%
MML Investors Services
346
MML Investors Services
Massachusetts
$288K +$43.6K +2,028 +18%
HI
347
Horizon Investments
North Carolina
$288K +$288K +13,368 New
US Bancorp
348
US Bancorp
Minnesota
$287K -$1.59K -74 -0.6%
NA
349
NewEdge Advisors
Louisiana
$287K +$17K +789 +6%
GIM
350
Greylin Investment Management
Virginia
$286K -$143K -6,646 -33%
12 13
14
15 16