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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
526
Richard Bernstein Advisors
New York
– -$3.82M -163,851 Closed
BCP
527
Blackhawk Capital Partners
Wisconsin
– -$2.38M -102,048 Closed
Lido Advisors
528
Lido Advisors
California
– -$998K -42,816 Closed
CA
529
Capitolis Advisors
New York
– -$871K -37,387 Closed
OPCM
530
Osborne Partners Capital Management
California
– -$769K -33,000 Closed
AIM
531
Aigen Investment Management
New York
– -$692K -29,705 Closed
BAM
532
Burgundy Asset Management
Ontario, Canada
– -$640K -27,466 Closed
MSRPS
533
Maryland State Retirement & Pension System
Maryland
– -$514K -22,030 Closed
Vontobel Holding
534
Vontobel Holding
Switzerland
– -$366K -15,734 Closed
GC
535
Globeflex Capital
California
– -$364K -15,602 Closed
MWPCG
536
Measured Wealth Private Client Group
New Hampshire
– -$332K -14,227 Closed
WB
537
WesBanco Bank
West Virginia
– -$297K -12,767 Closed
ITIM
538
Indiana Trust & Investment Management
Indiana
– -$281K -12,035 Closed
BC
539
Bridgefront Capital
Texas
– -$275K -11,779 Closed
ACI
540
Alpha Cubed Investments
California
– -$274K -11,750 Closed
E
541
Ergoteles
New York
– -$267K -11,434 Closed
JPMPWA
542
J.P. Morgan Private Wealth Advisors
California
– -$245K -10,504 Closed
CMI
543
Clare Market Investments
Texas
– -$231K -9,908 Closed
Los Angeles Capital Management
544
Los Angeles Capital Management
California
– -$231K -9,902 Closed
WI
545
WrapManager Inc
California
– -$224K -9,614 Closed
FCAG
546
First Capital Advisors Group
New Jersey
– -$223K -9,548 Closed
SIA
547
SkyView Investment Advisors
New Jersey
– -$223K -9,548 Closed
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
– -$211K -9,085 Closed
BJL
549
Brighton Jones LLC
Washington
– -$210K -9,009 Closed
SICM
550
Sustainable Insight Capital Management
New York
– -$224K -8,912 Closed
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