BEN icon

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 %
RWM
351
Revisor Wealth Management
Ohio
$273K +$34.9K +1,420 +15%
SFS
352
Sowell Financial Services
Arkansas
$272K -$6.28K -252 -2%
BTW
353
Boston Trust Walden
Massachusetts
$270K – – –
MC
354
Machina Capital
France
$266K +$46.5K +1,891 +21%
MLA
355
My Legacy Advisors
Oregon
$265K +$20.8K +920 +9%
CWM
356
Cornerstone Wealth Management
Missouri
$264K +$6.02K +245 +2%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$264K -$24.4K -992 -8%
JF
358
Joule Financial
Kentucky
$264K +$13.6K +554 +5%
AWM
359
Angeles Wealth Management
California
$262K – – –
MSAM
360
Moloney Securities Asset Management
Missouri
$261K +$19.5K +793 +8%
Verition Fund Management
361
Verition Fund Management
Connecticut
$260K +$260K +10,590 New
Aviva
362
Aviva
United Kingdom
$260K -$3.76K -153 -1%
SDWIA
363
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K – – –
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$251K -$565 -23 -0.2%
RWM
365
Ritholtz Wealth Management
New York
$251K -$73.1K -2,973 -23%
SW
366
SVB Wealth
Massachusetts
$249K -$1.4K -57 -0.6%
FWM
367
Finer Wealth Management
Massachusetts
$248K – – –
ASN
368
Advisory Services Network
Georgia
$242K +$28K +1,139 +13%
YMRC
369
Yorktown Management & Research Company
Virginia
$236K – – –
RIL
370
Rothschild Investment LLC
Illinois
$234K -$6.38K -260 -3%
Walleye Trading
371
Walleye Trading
New York
$232K -$638K -25,955 -73%
NC
372
NinePointTwo Capital
California
$230K +$230K +9,397 New
EF
373
Empirical Finance
Pennsylvania
$229K +$24.7K +1,004 +12%
TMAM
374
Tokio Marine Asset Management
Japan
$226K +$33.6K +1,365 +17%
VSQM
375
V-Square Quantitative Management
Illinois
$224K +$180K +7,305 +402%
13 14
15
16 17