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

Top Sellers

1
State Street
1
State Street
Massachusetts
$852M
2
Charles Schwab
2
Charles Schwab
California
$49.3M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$156M
4
Invesco
4
Invesco
Georgia
$167M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
526
M&R Capital Management
New Jersey
$3.77K +$2.21K +82 +141%
MCM
527
Manchester Capital Management
Vermont
$3.56K – – –
AWM
528
Activest Wealth Management
Florida
$3.41K +$3.41K +130 New
BIA
529
Bell Investment Advisors
California
$3.37K +$539 +20 +19%
AA
530
Ancora Advisors
Ohio
$3.37K – – –
SWA
531
Sutton Wealth Advisors
Florida
$2.96K -$53.5K -1,985 -95%
ME
532
McIlrath & Eck
Washington
$2.69K – – –
SWA
533
SOA Wealth Advisors
New York
$2.57K – – –
BWM
534
BerganKDV Wealth Management
Minnesota
$2.34K – – –
TWA
535
TCI Wealth Advisors
Arizona
$2.1K – – –
DI
536
Disciplined Investments
Oklahoma
$1.99K +$647 +24 +48%
BWM
537
Baystate Wealth Management
Massachusetts
$1.96K +$27 +1 +1%
SIC
538
SJS Investment Consulting
Ohio
$1.86K +$108 +4 +6%
UFF
539
USA Financial Formulas
Michigan
$1.51K +$1.51K +56 New
IFAM
540
Institutional & Family Asset Management
Colorado
$1.48K +$1.48K +55 New
SSC
541
Syverson Strege & Co
Iowa
$1.16K +$1.16K +43 New
JGIA
542
Jackson Grant Investment Advisers
Connecticut
$1.08K +$1.08K +40 New
Lazard Asset Management
543
Lazard Asset Management
New York
$1K +$415 +27 +71%
TFM
544
TFC Financial Management
Massachusetts
$836 – – –
AAP
545
Arax Advisory Partners
Colorado
$809 -$54 -2 -6%
EBA
546
Eagle Bay Advisors
New York
$727 – – –
PWMG
547
Prestige Wealth Management Group
New Jersey
$382 – – –
AWM
548
Abound Wealth Management
Tennessee
$328 – – –
BCWM
549
Bartlett & Co Wealth Management
Ohio
$300 – – –
CTA
550
Colonial Trust Advisors
South Carolina
$162 – – –
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