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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
501
City State Bank
Iowa
$13K – – –
LS
502
Livforsakringsbolaget Skandia
Sweden
$12.6K – – –
Commonwealth Equity Services
503
Commonwealth Equity Services
Massachusetts
$12.4K -$26 -952 -0.2%
AP
504
Arlington Partners
Alabama
$12K – – –
AF
505
Advisornet Financial
Minnesota
$11.7K +$189 +7 +2%
EWA
506
EverSource Wealth Advisors
Alabama
$11.6K -$242 -9 -2%
FWM
507
Focused Wealth Management
New York
$9.24K +$108 +4 +1%
1832 Asset Management
508
1832 Asset Management
Ontario, Canada
$8.62K +$8.62K +320 New
JWA
509
JFS Wealth Advisors
Pennsylvania
$8.08K -$431 -16 -5%
KFI
510
Key Financial Inc
Pennsylvania
$7.84K – – –
VCM
511
Versant Capital Management
Arizona
$7.7K – – –
AAS
512
Ameritas Advisory Services
Nebraska
$7.53K +$7.53K +279 New
JWM
513
Janiczek Wealth Management
Colorado
$7.52K – – –
AIP
514
Ahrens Investment Partners
Louisiana
$6.47K +$6.47K +240 New
WPA
515
West Paces Advisors
Georgia
$6.22K +$6.22K +231 New
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$5.98K +$835 +31 +16%
MFT
517
Moisand Fitzgerald Tamayo
Florida
$5.85K – – –
CHC
518
City Holding Co
West Virginia
$5.66K – – –
MCM
519
MV Capital Management
Maryland
$5.63K +$566 +21 +11%
Jones Financial Companies
520
Jones Financial Companies
Missouri
$5.52K +$5.52K +205 New
KFP
521
KB Financial Partners
New Jersey
$5K – – –
WBC
522
West Branch Capital
Massachusetts
$4.88K – – –
EARNEST Partners
523
EARNEST Partners
Georgia
$4.69K – – –
RA
524
Rise Advisors
New York
$4.53K – – –
SC
525
Schubert & Co
Texas
$4.04K +$1.21K +45 +43%
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