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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
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
426
Covestor
United Kingdom
$58K -$8.46K -346 -13%
HFM
427
Harvest Fund Management
China
$56K -$11.2K -455 -17%
SWM
428
Spire Wealth Management
Virginia
$55.2K +$4.4K +179 +9%
NIC
429
Northwest Investment Counselors
Oregon
$53.3K – – –
GRP
430
Global Retirement Partners
California
$53.2K +$6.53K +275 +14%
UM
431
UniSuper Management
Australia
$51.6K – – –
HNB
432
Huntington National Bank
Ohio
$50.5K -$38K -1,546 -43%
HI
433
Harbour Investments
Wisconsin
$49.2K – – –
CSC
434
Caldwell Sutter Capital
California
$49.2K – – –
TF
435
Tompkins Financial
New York
$49.2K – – –
AIM
436
Anchor Investment Management
South Carolina
$49.2K – – –
IRC
437
Investors Research Corp
Georgia
$41.8K – – –
WBC
438
Westpac Banking Corp
Australia
$41.6K – – –
SIM
439
Sentry Investment Management
Wisconsin
$40K +$40K +1,631 New
JPWM
440
Jamison Private Wealth Management
Georgia
$39.9K +$39.9K +1,624 New
AWM
441
Avior Wealth Management
Nebraska
$38.6K -$787 -32 -2%
DMBA
442
Deseret Mutual Benefit Administrators
Utah
$38.1K -$2.48K -101 -6%
AWA
443
Authentikos Wealth Advisory
California
$36.4K +$36.4K +1,482 New
PO
444
Private Ocean
California
$34.5K – – –
FFA
445
Farther Finance Advisors
California
$34.1K +$565 +23 +2%
CG
446
Cutler Group
California
$32K – – –
CTC
447
Central Trust Company
Missouri
$31.9K – – –
PTC
448
Private Trust Company
Ohio
$30.3K -$13.6K -555 -31%
BAMF
449
BI Asset Management Fondsmaeglerselskab
Denmark
$30K – – –
GIA
450
GHP Investment Advisors
Colorado
$29.5K – – –
16 17
18
19 20