BEN icon

Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
Allianz Asset Management
Germany
$75.1M
3
MWNA
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
Invesco
Georgia
$144M
3
First Trust Advisors
First Trust Advisors
Illinois
$37M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
476
FourThought Financial
Florida
$17K – – –
WBC
477
West Branch Capital
Massachusetts
$15K – – –
FRA
478
Front Row Advisors
California
$15K – – –
CAL
479
Capital Analysts LLC
Pennsylvania
$15K +$5.39K +184 +56%
FPFS
480
First Personal Financial Services
North Carolina
$15K +$15K +506 New
ST
481
Smithfield Trust
Pennsylvania
$14K – – –
LC
482
Lindbrook Capital
California
$13K – – –
HIA
483
Harbor Investment Advisory
Maryland
$12K – – –
RE
484
RBC Europe
United Kingdom
$10.7K -$4.9K -165 -31%
AF
485
Advisornet Financial
Minnesota
$10K -$27.5K -884 -73%
FWM
486
Focused Wealth Management
New York
$10K +$93 +3 +0.9%
EBA
487
Eagle Bay Advisors
New York
$10K +$6.95K +228 +228%
PSB
488
Piscataqua Savings Bank
New Hampshire
$9K – – –
HCM
489
Highlander Capital Management
New Jersey
$9K – – –
KFI
490
Key Financial Inc
Pennsylvania
$9K – – –
PFGIA
491
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$4.23K +143 +89%
BWM
492
Baystate Wealth Management
Massachusetts
$7K +$59 +2 +0.8%
AAP
493
Arax Advisory Partners
Colorado
$7K +$3.79K +125 +118%
TWA
494
TCI Wealth Advisors
Arizona
$7K +$4.06K +130 +138%
HR
495
Howe & Rusling
New York
$6K – – –
CHC
496
City Holding Co
West Virginia
$6K – – –
EWA
497
Evolution Wealth Advisors
Florida
$6K – – –
SWA
498
SOA Wealth Advisors
New York
$6K +$110 +4 +2%
CCA
499
Column Capital Advisors
Indiana
$6K +$6K +200 New
UAML
500
US Asset Management LLC
Pennsylvania
$6K +$6K +210 New
18 19
20
21 22