BEN icon

Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Meeder Asset Management
Ohio
$193K +$193K +7,179 New
VI
427
Vestcor Inc
New Brunswick, Canada
$191K – – –
FNBOSM
428
First National Bank of South Miami
Florida
$190K +$8.49K +315 +5%
IUHSA
429
Itau Unibanco Holding S.A.
Brazil
$183K +$183K +6,778 New
RI
430
Ridgewood Investments
New Jersey
$182K -$174K -6,469 -49%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$171K +$10.8K +403 +7%
WT
432
Whittier Trust
California
$171K – – –
KOCAA
433
Knights of Columbus Asset Advisors
Connecticut
$158K -$331K -12,293 -68%
BCV
434
Banque Cantonale Vaudoise
Switzerland
$157K -$62K -2,300 -28%
HI
435
Horizon Investments
North Carolina
$155K +$155K +5,750 New
Bank Julius Baer & Co
436
Bank Julius Baer & Co
Switzerland
$143K -$216 -8 -0.2%
PA
437
Parallel Advisors
California
$132K -$7.65K -284 -5%
HCA
438
Harbor Capital Advisors
Illinois
$119K +$119K +4,400 New
HNB
439
Huntington National Bank
Ohio
$118K -$7.79K -289 -6%
KI
440
Kapitalo Investimentos
Brazil
$118K +$118K +4,362 New
AS
441
Altshuler Shaham
Israel
$116K +$5.74K +213 +5%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$182K -6,772 -61%
IBOK
443
Independence Bank of Kentucky
Kentucky
$108K – – –
C
444
Covestor
United Kingdom
$93K -$66K -2,457 -41%
QCG
445
Quadrant Capital Group
Ohio
$85.5K -$1.24K -46 -1%
GWM
446
Geneos Wealth Management
Colorado
$80.7K +$22K +815 +37%
HFM
447
Harvest Fund Management
China
$74K – – –
Bessemer Group
448
Bessemer Group
New Jersey
$71K -$2.97K -110 -4%
S
449
SignatureFD
Georgia
$70K +$4.34K +161 +7%
DGAM
450
Desjardins Global Asset Management
Quebec, Canada
$69K +$69K +2,567 New
16 17
18
19 20