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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 171 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
81
Increased
225
Reduced
171
Closed
78
Calls
$43.5M
Puts
$45.4M
Net Calls
-$1.96M
Net Calls Change
-$1.9M

Top Buyers

1
BlackRock
BlackRock
New York
$807M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$951M
4
Invesco
Invesco
Georgia
$154M
5
Norges Bank
Norges Bank
Norway
$52.1M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$0
2
Bank of America
Bank of America
North Carolina
$26.8M
3
Citadel Advisors
Citadel Advisors
Florida
$14.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$232K +$23.4K +838 +11%
EAM
427
Eschler Asset Management
United Kingdom
$226K – – –
EP
428
Edgestream Partners
New Jersey
$224K +$224K +8,014 New
LA
429
Latitude Advisors
Florida
$224K +$224K +8,024 New
CA
430
Continuum Advisory
Idaho
$223K +$223K +9,083 New
LWP
431
Lumature Wealth Partners
Georgia
$220K -$24.4K -874 -10%
PRC
432
Pearl River Capital
Michigan
$219K +$219K +7,829 New
CFGS
433
Concourse Financial Group Securities
Alabama
$210K +$161K +5,698 +325%
RIM
434
Redpoint Investment Management
Australia
$209K – – –
CG
435
Cutler Group
California
$209K +$209K +7,500 New
HTC
436
Haverford Trust Company
Pennsylvania
$209K +$209K +7,501 New
IA
437
IFG Advisory
Georgia
$204K – – –
AIA
438
Avalon Investment & Advisory
Texas
$203K -$23.7K -849 -10%
LFP
439
Leeward Financial Partners
Washington
$203K – – –
BFM
440
Boothbay Fund Management
New York
$201K +$201K +7,209 New
STA
441
Summit Trail Advisors
New York
$200K +$200K +7,086 New
GWM
442
Geneos Wealth Management
Colorado
$194K -$72.6K -2,600 -27%
IBOK
443
Independence Bank of Kentucky
Kentucky
$181K -$27.8K -1,000 -13%
WT
444
Whittier Trust
California
$177K – – –
PA
445
Parallel Advisors
California
$160K +$34.6K +1,221 +28%
FNBOSM
446
First National Bank of South Miami
Florida
$149K +$28.1K +1,008 +23%
BONH
447
Bank of New Hampshire
New Hampshire
$149K +$149K +5,320 New
Bank Julius Baer & Co
448
Bank Julius Baer & Co
Switzerland
$148K +$10.3K +368 +7%
C
449
Covestor
United Kingdom
$147K +$66.5K +2,390 +83%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K +$31.9K +1,142 +29%
16 17
18
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