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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 %
MM
326
MQS Management
New York
$339K +$339K +13,777 New
OIA
327
OneDigital Investment Advisors
Kansas
$335K – – –
GAM
328
Guinness Asset Management
United Kingdom
$331K -$37.4K -1,520 -10%
KeyBank National Association
329
KeyBank National Association
Ohio
$331K -$17.2K -698 -5%
SWP
330
Stratos Wealth Partners
Ohio
$326K +$6.64K +270 +2%
GF
331
Gabelli Funds
New York
$325K – – –
Macquarie Group
332
Macquarie Group
Australia
$324K +$114K +4,632 +54%
KAS
333
Kestra Advisory Services
Texas
$323K -$75.9K -3,086 -19%
KFP
334
KB Financial Partners
New Jersey
$320K +$736 +30 +0.2%
IPW
335
Impact Partnership Wealth
Georgia
$319K -$182K -7,399 -36%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$319K -$366K -14,878 -53%
VAM
337
Verity Asset Management
North Carolina
$313K +$17.6K +715 +6%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$308K -$4.87K -198 -2%
TRCT
339
Tower Research Capital (TRC)
New York
$307K +$254K +10,352 +484%
QIM
340
Quantitative Investment Management
Virginia
$301K +$301K +12,271 New
CWA
341
Centennial Wealth Advisory
Michigan
$297K -$10.7K -437 -3%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$297K +$26K +1,059 +10%
IC
343
IEQ Capital
California
$296K +$65.7K +2,673 +29%
CFGS
344
Concourse Financial Group Securities
Alabama
$295K +$76.9K +3,091 +35%
MLICM
345
Metropolitan Life Insurance Company (MetLife)
New York
$289K -$16.6K -674 -5%
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$285K – – –
JFG
347
Jefferies Financial Group
New York
$285K -$1.5M -61,100 -84%
EOJOAM
348
E. Ohman J:or Asset Management
Sweden
$285K – – –
NB
349
Norinchukin Bank
Japan
$284K -$407K -16,571 -59%
APG Asset Management
350
APG Asset Management
Netherlands
$280K -$14.7K -600 -5%
12 13
14
15 16