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Franklin Resources
BEN

Overview Fund Activity

577 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+43
Holders Change %
+8.05%
% of All Funds
8.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
95
Increased
197
Reduced
190
Closed
44
Calls
$55.3M
Puts
$55.4M
Net Calls
-$61K
Net Calls Change
-$36.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$53.6M
2
Amundi
Amundi
France
$85.5M
3
State Street
State Street
Massachusetts
$930M
4
BlackRock
BlackRock
New York
$905M
5
Capital Research Global Investors
Capital Research Global Investors
California
$288M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.9M
4
Invesco
Invesco
Georgia
$141M
5
CCP
Clarkston Capital Partners
Michigan
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
501
Zions Bancorporation
Utah
$22K +$914 +27 +4%
JWM
502
Janiczek Wealth Management
Colorado
$21K -$131 -4 -0.6%
SSB
503
Sandy Spring Bank
Maryland
$20K – – –
FF
504
FourThought Financial
Florida
$20K – – –
AP
505
Arlington Partners
Alabama
$19K +$19K +558 New
ZIG
506
Zullo Investment Group
Pennsylvania
$19K +$19K +579 New
FRA
507
Front Row Advisors
California
$17K – – –
WBC
508
West Branch Capital
Massachusetts
$17K – – –
CSB
509
City State Bank
Iowa
$17K +$17K +500 New
ST
510
Smithfield Trust
Pennsylvania
$16K – – –
HIA
511
Harbor Investment Advisory
Maryland
$13K – – –
AAP
512
Arax Advisory Partners
Colorado
$13K +$5.06K +147 +64%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$12K +$12K +350 New
FWM
514
Focused Wealth Management
New York
$11K +$102 +3 +0.9%
AF
515
Advisornet Financial
Minnesota
$11K +$267 +8 +2%
KFI
516
Key Financial Inc
Pennsylvania
$10K – – –
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
HCM
518
Highlander Capital Management
New Jersey
$10K – – –
PSB
519
Piscataqua Savings Bank
New Hampshire
$10K – – –
TWA
520
TCI Wealth Advisors
Arizona
$10K +$2.53K +76 +34%
VRM
521
Vectors Research Management
New York
$10K +$10K +300 New
BWM
522
Baystate Wealth Management
Massachusetts
$8K +$67 +2 +0.8%
GWS
523
Glassman Wealth Services
Virginia
$8K +$2.54K +77 +46%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$8K +$3.35K +97 +72%
CWP
525
Concord Wealth Partners
Virginia
$8K +$8K +239 New
19 20
21
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