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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
Allianz Asset Management
Germany
$75.1M
3
MWNA
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
Invesco
Georgia
$144M
3
First Trust Advisors
First Trust Advisors
Illinois
$37M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
451
Investors Research Corp
Georgia
$51K – – –
WT
452
Washington Trust
Rhode Island
$45K – – –
PO
453
Private Ocean
California
$42K – – –
Federated Hermes
454
Federated Hermes
Pennsylvania
$39K -$825 -28 -2%
TPCW
455
TD Private Client Wealth
New York
$39K -$10.5K -354 -21%
SAI
456
Systematic Alpha Investments
New Jersey
$38K +$38K +1,200 New
T
457
TOBAM
France
$37K – – –
QCG
458
Quadrant Capital Group
Ohio
$37K +$1.04K +35 +3%
GTAM
459
Global Trust Asset Management
Florida
$33K – – –
FGAM
460
Financial Gravity Asset Management
Texas
$30K +$30K +1 New
CI
461
CX Institutional
Indiana
$30K +$3.71K +125 +14%
MCM
462
Manchester Capital Management
Vermont
$29K – – –
BWP
463
Baldwin Wealth Partners
Massachusetts
$25K – – –
TFS
464
TrustCore Financial Services
Tennessee
$23K – – –
CBT
465
CoreFirst Bank & Trust
Kansas
$22K – – –
Canada Pension Plan Investment Board
466
Canada Pension Plan Investment Board
Ontario, Canada
$21K -$1.22M -40,883 -98%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$20K -$261 -9 -1%
RCC
468
Red Cedar Capital
Nebraska
$20K – – –
AIM
469
Achmea Investment Management
Netherlands
$19K -$887K -29,677 -98%
SPIA
470
Steward Partners Investment Advisory
New York
$19K -$91.2K -3,150 -83%
PCG
471
Private Capital Group
Connecticut
$19K -$149 -5 -0.8%
ZB
472
Zions Bancorporation
Utah
$19K – – –
JWM
473
Janiczek Wealth Management
Colorado
$19K +$2.53K +86 +15%
SSB
474
Sandy Spring Bank
Maryland
$18K – – –
PWMG
475
Prestige Wealth Management Group
New Jersey
$18K +$17.6K +597 +4,264%
17 18
19
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