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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$75.1M
3
MWNA
3
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
2
Invesco
Georgia
$144M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
526
Activest Wealth Management
Florida
$1K – – –
GAM
527
Gemmer Asset Management
California
$1K +$200 +4 +25%
AWM
528
Avior Wealth Management
Nebraska
$1K +$138 +8 +16%
VCM
529
Versant Capital Management
Arizona
$1K +$310 +9 +45%
MCM
530
MV Capital Management
Maryland
$1K +$1K +28 New
BIA
531
Bell Investment Advisors
California
$1K +$1K +36 New
BBHC
532
Brown Brothers Harriman & Co
New York
$904 – – –
BCWM
533
Bartlett & Co Wealth Management
Ohio
$330 – – –
AIM
534
Artemis Investment Management
United Kingdom
– -$41.9M -1,306,886 Closed
AR
535
Advisory Research
Illinois
– -$11.7M -365,579 Closed
GH
536
GAM Holding
Switzerland
– -$5.06M -158,007 Closed
HF
537
HRT Financial
New York
– -$3.52M -110,140 Closed
ZIM
538
Zacks Investment Management
Illinois
– -$3.17M -99,216 Closed
TI
539
Trexquant Investment
Connecticut
– -$2.99M -93,528 Closed
SFI
540
Susquehanna Fundamental Investments
Pennsylvania
– -$2.87M -89,616 Closed
VRS
541
Virginia Retirement Systems
Virginia
– -$2.7M -84,300 Closed
DTL
542
Dynamic Technology Lab
Singapore
– -$2.63M -82,140 Closed
DA
543
Duality Advisers
Florida
– -$2.56M -79,972 Closed
WI
544
WBI Investments
New Jersey
– -$2.24M -69,939 Closed
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.15M -67,287 Closed
CIBC World Market
546
CIBC World Market
Ontario, Canada
– -$1.94M -60,480 Closed
PI
547
PineBridge Investments
New York
– -$1.71M -53,559 Closed
GTCM
548
Gyon Technologies Capital Management
New Jersey
– -$1.57M -49,193 Closed
PRC
549
Pearl River Capital
Michigan
– -$1.55M -48,541 Closed
Fiera Capital (Canada)
550
Fiera Capital (Canada)
Quebec, Canada
– -$1.38M -43,147 Closed
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