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

Top Sellers

1
ACM
Abrams Capital Management
Massachusetts
$0
2
BlackRock
BlackRock
New York
$669M
3
PP
Prudential plc
United Kingdom
$60M
4
Two Sigma Investments
Two Sigma Investments
New York
$6.88M
5
AQR Capital Management
AQR Capital Management
Connecticut
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
SIA
477
SkyView Investment Advisors
New Jersey
$5K +$5K +207 New
EARNEST Partners
478
EARNEST Partners
Georgia
$4K – – –
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
ATC
480
Adirondack Trust Company
New York
$4K – – –
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
GWS
482
Glassman Wealth Services
Virginia
$4K – – –
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
ME
484
McIlrath & Eck
Washington
$4K – – –
SLF
485
Sun Life Financial
Ontario, Canada
$4K +$99 +4 +3%
SWA
486
SOA Wealth Advisors
New York
$4K +$4K +161 New
SL
487
Savior LLC
Massachusetts
$3K – – –
EW
488
Evoke Wealth
California
$3K – – –
BFC
489
Bedel Financial Consulting
Indiana
$3K – – –
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +101 New
SFSIG
491
San Francisco Sentry Investment Group
California
$2K – – –
FHC
492
First Horizon Corporation
Tennessee
$2K – – –
CFD
493
Creative Financial Designs
Indiana
$2K – – –
HIA
494
Harbor Investment Advisory
Maryland
$2K – – –
TFO
495
Tarbox Family Office
California
$2K – – –
EI
496
Ellevest Inc
New York
$2K – – –
GRP
497
Global Retirement Partners
California
$2K – – –
TWA
498
TCI Wealth Advisors
Arizona
$2K – – –
BWM
499
Baystate Wealth Management
Massachusetts
$2K +$30 +1 +2%
BWM
500
BerganKDV Wealth Management
Minnesota
$2K +$526 +25 +36%
18 19
20
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