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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 %
CMI
376
Clare Market Investments
Texas
$224K +$224K +9,114 New
WB
377
WesBanco Bank
West Virginia
$222K -$17.2K -701 -7%
OAM
378
Ostrum Asset Management
France
$221K -$1.5K -61 -0.7%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$221K -$713 -29 -0.3%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$219K +$76.1K +3,100 +53%
SF
381
Synovus Financial
Georgia
$219K +$25 +1 +0%
Nomura Holdings
382
Nomura Holdings
Japan
$218K -$199K -8,078 -48%
CAG
383
Csenge Advisory Group
Florida
$218K +$218K +8,881 New
BA
384
Bridgewater Associates
Connecticut
$218K +$218K +8,868 New
PAG
385
Private Advisor Group
New Jersey
$216K +$7.06K +287 +3%
RA
386
RFG Advisory
Alabama
$215K -$29.2K -1,187 -12%
NP
387
Nilsine Partners
Colorado
$211K – – –
FIM
388
Freedom Investment Management
Connecticut
$210K +$9.12K +371 +5%
RB
389
Rodgers Brothers
Pennsylvania
$209K +$4.92K +200 +2%
PI
390
PEAK6 Investments
Illinois
$207K +$207K +8,423 New
SIM
391
Stratos Investment Management
Ohio
$206K -$28K -1,138 -12%
ESCM
392
Echo Street Capital Management
New York
$206K +$206K +8,378 New
AI
393
Atom Investors
Texas
$206K +$206K +8,361 New
IW
394
Imprint Wealth
South Carolina
$202K +$202K +8,124 New
STA
395
Summit Trail Advisors
New York
$200K +$2.21K +89 +1%
ITIM
396
Indiana Trust & Investment Management
Indiana
$200K – – –
Bessemer Group
397
Bessemer Group
New Jersey
$198K -$6.31K -256 -3%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$188K -$177K -7,202 -48%
WTC
399
WhitTier Trust Company
Nevada
$179K – – –
AF
400
Allworth Financial
California
$177K -$1.7K -69 -0.9%
14 15
16
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