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

Top Sellers

1
State Street
State Street
Massachusetts
$530M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$7.53M
4
O
Ossiam
France
$5.23M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
501
EARNEST Partners
Georgia
$4.28K – – –
SWA
502
Sutton Wealth Advisors
Florida
$3.56K +$860 +35 +32%
MRCM
503
M&R Capital Management
New Jersey
$3.5K +$49 +2 +1%
RA
504
Rise Advisors
New York
$3.35K – – –
AA
505
Ancora Advisors
Ohio
$3.07K – – –
SAM
506
Shell Asset Management
Netherlands
$3K -$1.18K -46 -28%
GA
507
GoalVest Advisory
New York
$2.95K +$2.95K +120 New
AWM
508
Activest Wealth Management
Florida
$2.78K -$566 -23 -17%
MCM
509
Manchester Capital Management
Vermont
$2.7K +$123 +5 +5%
ME
510
McIlrath & Eck
Washington
$2.46K – – –
SWA
511
SOA Wealth Advisors
New York
$2.35K – – –
VCM
512
Versant Capital Management
Arizona
$2.11K -$1.62K -66 -43%
SIC
513
SJS Investment Consulting
Ohio
$1.87K +$516 +21 +38%
BWM
514
Baystate Wealth Management
Massachusetts
$1.83K +$25 +1 +1%
UFF
515
USA Financial Formulas
Michigan
$1.38K – – –
TFM
516
TFC Financial Management
Massachusetts
$1.16K – – –
VWM
517
Venturi Wealth Management
Texas
$1.16K +$935 +38 +422%
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$1.07K +$1.07K +43 New
T
519
TOBAM
France
$1K -$41.3K -2,066 -98%
Lazard Asset Management
520
Lazard Asset Management
New York
$1K – – –
JGIA
521
Jackson Grant Investment Advisers
Connecticut
$983 – – –
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$983 +$983 +40 New
GI
523
Gradient Investments
Minnesota
$860 +$860 +35 New
BAAM
524
Baker Avenue Asset Management
California
$811 – – –
ECM
525
Everence Capital Management
Indiana
$600 +$600 +24,430 New
19 20
21
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