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Franklin Resources
BEN

Overview Fund Activity

532 hedge funds and large institutions have $5.45B invested in Franklin Resources in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
175
Reduced
191
Closed
49
Calls
$26.4M
Puts
$21.7M
Net Calls
+$4.74M
Net Calls Change
+$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
476
Hazlett, Burt & Watson
West Virginia
$12K – – –
NS
477
NBC Securities
Alabama
$12K +$12K +500 New
TPCW
478
TD Private Client Wealth
New York
$11.8K -$4.5K -183 -28%
LS
479
Livforsakringsbolaget Skandia
Sweden
$11.5K – – –
QC
480
Quent Capital
New York
$11.3K +$11.3K +458 New
VNA
481
Valley National Advisers
Pennsylvania
$11K +$7.97K +315 +263%
AP
482
Arlington Partners
Alabama
$11K – – –
AT
483
Arlington Trust
Alabama
$11K +$11K +447 New
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$11K +$1.23K +50 +13%
EWA
485
EverSource Wealth Advisors
Alabama
$10.3K -$565 -23 -5%
OP
486
ORG Partners
Indiana
$8.92K -$60.4K -2,456 -87%
FWM
487
Focused Wealth Management
New York
$8.61K +$74 +3 +0.9%
1832 Asset Management
488
1832 Asset Management
Ontario, Canada
$7.99K +$123 +5 +2%
AF
489
Advisornet Financial
Minnesota
$7.37K -$737 -30 -9%
KFI
490
Key Financial Inc
Pennsylvania
$7.15K – – –
BTI
491
Blue Trust Inc
Georgia
$7K +$1.62K +60 +30%
JWM
492
Janiczek Wealth Management
Colorado
$6.91K – – –
JWA
493
JFS Wealth Advisors
Pennsylvania
$6.91K – – –
WPA
494
West Paces Advisors
Georgia
$5.68K – – –
MFT
495
Moisand Fitzgerald Tamayo
Florida
$5.33K – – –
Jones Financial Companies
496
Jones Financial Companies
Missouri
$5.01K – – –
SFG
497
Steward Financial Group
Texas
$5K +$5K +242 New
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$4.7K – – –
MCM
499
MV Capital Management
Maryland
$4.62K – – –
WBC
500
West Branch Capital
Massachusetts
$4.45K – – –
18 19
20
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