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Franklin Resources
BEN

Overview Fund Activity

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.2%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$236M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$211M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$116M
5
BlackRock
5
BlackRock
New York
$879M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$31.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$962M
3
Amundi
3
Amundi
France
$106M
4
RJA
4
Raymond James & Associates
Florida
$2.47M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$33M 1,107,766 -54,188 -5%
CCP
27
Clarkston Capital Partners
Michigan
$31.2M 1,046,817 -5,909,379 -85%
FFH
28
Fairfax Financial Holdings
Ontario, Canada
$29.8M 1,000,000 – –
Deutsche Bank
29
Deutsche Bank
Germany
$29.3M 983,208 +2,105 +0.2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$28.2M 946,668 +497,885 +111%
Franklin Resources
31
Franklin Resources
California
$27.3M 917,963 +78,175 +9%
UBS Group
32
UBS Group
Switzerland
$25.5M 855,017 -118,121 -12%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$25.3M 849,583 -5,104 -0.6%
Victory Capital Management
34
Victory Capital Management
Texas
$25M 838,620 -15,651 -2%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$25M 838,420 +1,825 +0.2%
Citadel Advisors
36
Citadel Advisors
Florida
$23.2M 780,313 +390,810 +100%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$21.1M 708,050 +147,497 +26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20M 671,728 +331,728 +98%
AQR Capital Management
39
AQR Capital Management
Connecticut
$18.6M 624,958 +173,927 +39%
GWM
40
Greenwich Wealth Management
Connecticut
$17.8M 598,896 +8 +0%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$17.6M 590,982 +590,982 New
FRM
42
Foundation Resource Management
Arkansas
$17.1M 575,296 +12,494 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.7M 559,072 -4,875 -0.9%
CS
44
Credit Suisse
Switzerland
$16.2M 543,988 +37,195 +7%
KBC Group
45
KBC Group
Belgium
$16.1M 538,858 +246,991 +85%
AWM
46
AE Wealth Management
Kansas
$15.8M 572,799 -12,918 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$15.6M 525,319 -26,573 -5%
TI
48
Tidal Investments
Wisconsin
$15.6M 522,945 +295,933 +130%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$15.6M 550,242 +25,100 +5%
Millennium Management
50
Millennium Management
New York
$15.2M 510,539 -685,057 -57%
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