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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $5.76B invested in Franklin Resources in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
90
Increased
158
Reduced
188
Closed
53
Calls
$26M
Puts
$25.7M
Net Calls
+$247K
Net Calls Change
+$12.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$198M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$787M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$55.9M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$31.2M

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$669M
3
PP
3
Prudential plc
United Kingdom
$60M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$6.88M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
26
Gallagher Fiduciary Advisors
Illinois
$42.9M -$1.87M -74,644 -4%
AIM
27
Artemis Investment Management
United Kingdom
$38.1M +$16.2M +647,184 +74%
PCM
28
Polaris Capital Management
Massachusetts
$37.3M +$122K +4,900 +0.3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$37.2M -$4.54M -181,675 -11%
AAMU
30
Amundi Asset Management US
Massachusetts
$34.5M +$11.6M +466,055 +51%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$33.4M +$17.5M +699,911 +110%
Canada Life
32
Canada Life
Manitoba, Canada
$33.4M -$10.7M -429,113 -24%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$31.2M +$22.8M +912,041 +271%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$30.1M +$4.87M +195,077 +19%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$27.1M -$6M -239,939 -18%
Deutsche Bank
36
Deutsche Bank
Germany
$26.5M +$3.91M +156,401 +17%
Norges Bank
37
Norges Bank
Norway
$25.9M +$4.56M +182,327 +21%
RJA
38
Raymond James & Associates
Florida
$25.5M -$3.28M -131,133 -11%
Bank Julius Baer & Co
39
Bank Julius Baer & Co
Switzerland
$25.5M -$2.1M -84,070 -8%
WCM
40
Wedge Capital Management
North Carolina
$25.3M +$1.9M +76,047 +8%
FFH
41
Fairfax Financial Holdings
Ontario, Canada
$25M – – –
Wells Fargo
42
Wells Fargo
California
$23.7M +$6.17M +246,861 +35%
ACL
43
Azora Capital LP
Florida
$22M -$8.89M -355,583 -29%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$21.7M -$351K -14,037 -2%
Franklin Resources
45
Franklin Resources
California
$20.8M -$545K -21,796 -3%
UBS Group
46
UBS Group
Switzerland
$19.9M +$4.43M +177,322 +29%
Millennium Management
47
Millennium Management
New York
$18.7M +$13.5M +542,036 +262%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$17.4M +$968K +38,753 +6%
CM
49
Churchill Management
California
$16.8M +$16.8M +673,170 New
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$16.3M -$611K -24,450 -4%
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