BEN icon

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
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
526
TFO Wealth Partners
Ohio
$561 +$561 +21 New
PWMG
527
Prestige Wealth Management Group
New Jersey
$349 – – –
AWM
528
Abound Wealth Management
Tennessee
$299 -$922 -37 -76%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$274 – – –
CTA
530
Colonial Trust Advisors
South Carolina
$147 – – –
Balyasny Asset Management
531
Balyasny Asset Management
Illinois
– -$52.3M -1,957,131 Closed
WCM
532
Wallace Capital Management
Texas
– -$7.89M -295,415 Closed
Marshall Wace
533
Marshall Wace
United Kingdom
– -$4.77M -178,728 Closed
AAF
534
Andra AP-fonden
Sweden
– -$3.76M -140,700 Closed
TC
535
Trilogy Capital
California
– -$2.68M -91,475 Closed
PCM
536
Prana Capital Management
Connecticut
– -$2.1M -78,556 Closed
Lido Advisors
537
Lido Advisors
California
– -$1.64M -61,460 Closed
GF
538
Gries Financial
Ohio
– -$1.32M -49,598 Closed
VAS
539
Vestmark Advisory Solutions
Massachusetts
– -$1.02M -38,171 Closed
BCM
540
Bayesian Capital Management
New York
– -$954K -35,720 Closed
MF
541
Magnetar Financial
Illinois
– -$770K -28,830 Closed
TC
542
TAP Consulting
Missouri
– -$647K -24,217 Closed
TSS
543
Two Sigma Securities
New York
– -$610K -22,838 Closed
E
544
Ergoteles
New York
– -$597K -22,365 Closed
ATPW
545
Ashton Thomas Private Wealth
Arizona
– -$555K -20,789 Closed
KWM
546
Kingsview Wealth Management
Oregon
– -$510K -19,108 Closed
JF
547
Jump Financial
Illinois
– -$481K -18,000 Closed
GVAG
548
Great Valley Advisor Group
Delaware
– -$406K -15,202 Closed
Parallax Volatility Advisers
549
Parallax Volatility Advisers
California
– -$395K -14,804 Closed
Squarepoint
550
Squarepoint
New York
– -$292K -10,941 Closed
20 21
22
23 24