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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 %
ICP
501
Interchange Capital Partners
Pennsylvania
$2K +$2K +109 New
AWM
502
Avior Wealth Management
Nebraska
$1K – – –
VCM
503
Versant Capital Management
Arizona
$1K – – –
TFM
504
TFC Financial Management
Massachusetts
$1K – – –
COCM
505
Charter Oak Capital Management
New Hampshire
$1K +$1K +22 New
TWM
506
Tradition Wealth Management
Minnesota
$1K +$1K +55 New
TAM
507
Tucker Asset Management
Colorado
$900 +$900 +36 New
BCWM
508
Bartlett & Co Wealth Management
Ohio
$278 – – –
ACM
509
Abrams Capital Management
Massachusetts
– -$167M -8,203,848 Closed
GC
510
Gillson Capital
Illinois
– -$20M -980,750 Closed
Arrowstreet Capital
511
Arrowstreet Capital
Massachusetts
– -$15.4M -755,648 Closed
SSA
512
Schonfeld Strategic Advisors
New York
– -$6.02M -295,733 Closed
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
– -$5.66M -277,978 Closed
NWM
514
Nicola Wealth Management
British Columbia, Canada
– -$4.59M -225,300 Closed
D.E. Shaw & Co
515
D.E. Shaw & Co
New York
– -$4.12M -202,210 Closed
BCI
516
Brinker Capital Investments
Pennsylvania
– -$1.46M -71,225 Closed
WCM
517
Weld Capital Management
New York
– -$1.21M -59,336 Closed
E
518
Ergoteles
New York
– -$1.09M -53,400 Closed
RGI
519
River Global Investors
United Kingdom
– -$936K -46,000 Closed
SB
520
Simmons Bank
Arkansas
– -$912K -44,827 Closed
AIM
521
Aigen Investment Management
New York
– -$845K -41,514 Closed
Connor, Clark & Lunn Investment Management (CC&L)
522
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$803K -39,455 Closed
MFS
523
Mirabella Financial Services
United Kingdom
– -$689K -33,855 Closed
SC
524
SRB Corp
Massachusetts
– -$545K -26,802 Closed
CIG
525
Cairn Investment Group
Washington
– -$535K -26,300 Closed
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