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

Top Sellers

1
PP
Prudential plc
United Kingdom
$10.8M
2
Citadel Advisors
Citadel Advisors
Florida
$17.5M
3
PCM
Polaris Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
5
Canada Life
Canada Life
Manitoba, Canada
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
476
CoreFirst Bank & Trust
Kansas
$22K -$4.4K -150 -17%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$21K +$2.33K +79 +12%
RCC
478
Red Cedar Capital
Nebraska
$20K – – –
CI
479
CX Institutional
Indiana
$20K +$2.11K +72 +12%
PCG
480
Private Capital Group
Connecticut
$19K -$5.33K -183 -22%
SSB
481
Sandy Spring Bank
Maryland
$18K – – –
ZB
482
Zions Bancorporation
Utah
$18K +$952 +33 +6%
FF
483
FourThought Financial
Florida
$17K – – –
Loomis, Sayles & Company
484
Loomis, Sayles & Company
Massachusetts
$17K +$17K +558 New
PCA
485
Providence Capital Advisors
North Carolina
$17K +$17K +580 New
JWM
486
Janiczek Wealth Management
Colorado
$16K – – –
RE
487
RBC Europe
United Kingdom
$15.5K – – –
WT
488
Whittier Trust
California
$15K -$12K -400 -44%
FRA
489
Front Row Advisors
California
$15K – – –
WOC
490
West Oak Capital
California
$15K +$15K +515 New
ST
491
Smithfield Trust
Pennsylvania
$14K – – –
AssetMark Inc
492
AssetMark Inc
California
$12K – – –
LC
493
Lindbrook Capital
California
$12K – – –
HIA
494
Harbor Investment Advisory
Maryland
$12K +$10.1K +340 +540%
SCA
495
Stonebridge Capital Advisors
Minnesota
$10K +$10K +339 New
VFA
496
Valeo Financial Advisors
Indiana
$9K – – –
HCM
497
Highlander Capital Management
New Jersey
$9K – – –
FWM
498
Focused Wealth Management
New York
$9K +$85 +3 +1%
PSB
499
Piscataqua Savings Bank
New Hampshire
$9K +$9K +300 New
GRP
500
Global Retirement Partners
California
$8K +$6.02K +200 +303%
18 19
20
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