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Franklin Resources
BEN

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K

Top Buyers

1
Invesco
1
Invesco
Georgia
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$286M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.3M
4
PPA
4
Parametric Portfolio Associates
Washington
$133M
5
BlackRock
5
BlackRock
New York
$811M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.5M
3
PCM
3
Polaris Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$105M
5
Canada Life
5
Canada Life
Manitoba, Canada
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
26
Amundi Asset Management US
Massachusetts
$43.6M +$2.77M +93,409 +7%
AIM
27
Artemis Investment Management
United Kingdom
$39.9M -$5.06M -170,913 -11%
UBS Group
28
UBS Group
Switzerland
$38.6M +$15M +507,282 +64%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$34.6M -$946K -31,956 -3%
WCM
30
Wedge Capital Management
North Carolina
$33.3M +$3.39M +114,471 +11%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$33.2M -$10.8M -365,800 -25%
Deutsche Bank
32
Deutsche Bank
Germany
$32M +$616K +20,822 +2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$30.8M -$1.29M -43,423 -4%
RJA
34
Raymond James & Associates
Florida
$29.8M -$452K -15,268 -1%
FFH
35
Fairfax Financial Holdings
Ontario, Canada
$29.6M – – –
Wells Fargo
36
Wells Fargo
California
$26.5M -$1.54M -52,078 -5%
Bank Julius Baer & Co
37
Bank Julius Baer & Co
Switzerland
$26.5M -$3.72M -125,511 -12%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$26M +$285K +9,628 +1%
Norges Bank
39
Norges Bank
Norway
$25.2M -$5.38M -181,764 -18%
Franklin Resources
40
Franklin Resources
California
$24.5M -$127K -4,286 -0.5%
Axa
41
Axa
France
$21.1M +$2.56M +86,525 +14%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$20.1M -$488K -16,483 -2%
CM
43
Churchill Management
California
$19.8M -$127K -4,287 -0.6%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$19.1M -$192K -6,499 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$18.8M +$327K +11,057 +2%
Victory Capital Management
46
Victory Capital Management
Texas
$18.5M -$730K -24,673 -4%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$18.1M -$18.9M -638,858 -51%
GC
48
Gillson Capital
Illinois
$17.8M +$17.8M +601,868 New
GWM
49
Greenwich Wealth Management
Connecticut
$17.8M -$14K -472 -0.1%
Citadel Advisors
50
Citadel Advisors
Florida
$17.5M -$48.7M -1,646,350 -74%
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