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Franklin Resources
BEN

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K

Top Buyers

1
Invesco
Invesco
Georgia
$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
$286M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.3M
4
PPA
Parametric Portfolio Associates
Washington
$133M
5
BlackRock
BlackRock
New York
$811M

Top Sellers

1
PP
Prudential plc
United Kingdom
$10.8M
2
Citadel Advisors
Citadel Advisors
Florida
$17.5M
3
PCM
Polaris Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
5
Canada Life
Canada Life
Manitoba, Canada
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
526
TCI Wealth Advisors
Arizona
$3K +$287 +9 +11%
SSC
527
Syverson Strege & Co
Iowa
$3K +$3K +100 New
CFO
528
CVA Family Office
Colorado
$3K +$3K +105 New
RFA
529
Reilly Financial Advisors
California
$3K +$3K +109 New
SFSIG
530
San Francisco Sentry Investment Group
California
$2K – – –
BWM
531
Baystate Wealth Management
Massachusetts
$2K – – –
CFD
532
Creative Financial Designs
Indiana
$2K – – –
EI
533
Ellevest Inc
New York
$2K – – –
NFG
534
Next Financial Group
Texas
$1K -$455K -12,752 -100%
VCM
535
Versant Capital Management
Arizona
$1K – – –
AWM
536
Avior Wealth Management
Nebraska
$1K – – –
TFM
537
TFC Financial Management
Massachusetts
$1K – – –
COCM
538
Charter Oak Capital Management
New Hampshire
$1K – – –
AWM
539
Activest Wealth Management
Florida
$1K +$1K +25 New
BBHC
540
Brown Brothers Harriman & Co
New York
$858 -$17 -584 -2%
Walleye Capital
541
Walleye Capital
New York
$419 +$419 +14,154 New
BCWM
542
Bartlett & Co Wealth Management
Ohio
$329 – – –
PCM
543
Polaris Capital Management
Massachusetts
– -$37.3M -1,494,224 Closed
ACL
544
Azora Capital LP
Florida
– -$22M -879,955 Closed
KGI
545
Kopernik Global Investors
Florida
– -$9.28M -371,162 Closed
Nomura Holdings
546
Nomura Holdings
Japan
– -$4.77M -190,985 Closed
Renaissance Technologies
547
Renaissance Technologies
New York
– -$3.46M -138,500 Closed
QT
548
Quantbot Technologies
New York
– -$2.19M -87,441 Closed
CC
549
Cipher Capital
New York
– -$2.08M -83,338 Closed
CM
550
Caption Management
Oklahoma
– -$1.87M -75,000 Closed
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