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Franklin Resources
BEN

Overview Fund Activity

577 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+43
Holders Change %
+8.05%
% of All Funds
8.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
95
Increased
197
Reduced
190
Closed
44
Calls
$55.3M
Puts
$55.4M
Net Calls
-$61K
Net Calls Change
-$36.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$53.6M
2
Amundi
Amundi
France
$85.5M
3
State Street
State Street
Massachusetts
$930M
4
BlackRock
BlackRock
New York
$905M
5
Capital Research Global Investors
Capital Research Global Investors
California
$288M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.9M
4
Invesco
Invesco
Georgia
$141M
5
CCP
Clarkston Capital Partners
Michigan
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$45.6M +$3.98M +118,843 +10%
Morgan Stanley
27
Morgan Stanley
New York
$42.4M -$5.02M -149,827 -11%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$37M -$559K -16,688 -1%
UBS Group
29
UBS Group
Switzerland
$36.4M -$6.4M -191,108 -15%
Axa
30
Axa
France
$34.3M +$908K +27,100 +3%
FFH
31
Fairfax Financial Holdings
Ontario, Canada
$33.5M – – –
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$32.4M +$200K +5,965 +0.6%
Deutsche Bank
33
Deutsche Bank
Germany
$32M -$3.17M -94,550 -9%
RJA
34
Raymond James & Associates
Florida
$31.7M -$1.8M -53,620 -5%
WCM
35
Wedge Capital Management
North Carolina
$30.3M -$3.94M -117,563 -12%
Franklin Resources
36
Franklin Resources
California
$28M -$126K -3,748 -0.4%
Barclays
37
Barclays
United Kingdom
$25.6M +$1.25M +37,338 +5%
Norges Bank
38
Norges Bank
Norway
$24.6M -$2.4M -71,518 -9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$23.5M +$106K +3,153 +0.5%
CM
40
Churchill Management
California
$23.2M +$206K +6,141 +0.9%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$22.9M +$22.9M +683,746 New
AA
42
ALPS Advisors
Colorado
$22.9M +$22.9M +682,615 New
APG Asset Management
43
APG Asset Management
Netherlands
$21.8M +$875K +29,700 +4%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$21.8M +$853K +25,473 +4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$21.5M -$1.08M -32,335 -5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$21.3M -$7.76M -231,572 -27%
CS
47
Credit Suisse
Switzerland
$20.4M +$122K +3,655 +0.6%
Wells Fargo
48
Wells Fargo
California
$20.3M -$6.6M -196,949 -25%
Victory Capital Management
49
Victory Capital Management
Texas
$20.2M +$1.38M +41,066 +7%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$20.2M +$5.47M +163,400 +37%
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