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Franklin Resources
BEN

Overview Fund Activity

577 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+43
Holders Change %
+8.05%
% of All Funds
8.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
95
Increased
197
Reduced
190
Closed
44
Calls
$55.3M
Puts
$55.4M
Net Calls
-$61K
Net Calls Change
-$36.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$42.7M
2
Amundi
Amundi
France
+$40.7M
3
State Street
State Street
Massachusetts
+$31.5M
4
BlackRock
BlackRock
New York
+$31.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$23.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$92.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.8M
4
Invesco
Invesco
Georgia
-$21.2M
5
CCP
Clarkston Capital Partners
Michigan
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
551
McIlrath & Eck
Washington
$3K – – –
JWA
552
JFS Wealth Advisors
Pennsylvania
$3K +$3K +95 New
KA
553
Kozak & Associates
Colorado
$3K +$3K +96 New
EBA
554
Eagle Bay Advisors
New York
$2K -$8.25K -264 -80%
OC
555
Oakworth Capital
Alabama
$2K – – –
LF
556
Lee Financial
Texas
$2K +$2K +45 New
UFF
557
USA Financial Formulas
Michigan
$2K +$2K +48 New
SFM
558
Signet Financial Management
New Jersey
$2K +$2K +50 New
SC
559
Schubert & Co
Texas
$2K +$2K +56 New
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +59 New
BIA
561
Bell Investment Advisors
California
$1K -$29 -1 -3%
AWM
562
Avior Wealth Management
Nebraska
$1K – – –
TFM
563
TFC Financial Management
Massachusetts
$1K – – –
COCM
564
Charter Oak Capital Management
New Hampshire
$1K – – –
VCM
565
Versant Capital Management
Arizona
$1K – – –
GAM
566
Gemmer Asset Management
California
$1K – – –
CAL
567
Capital Advisors Ltd
Ohio
$1K +$1K +16 New
NFG
568
Next Financial Group
Texas
$1K +$1K +23 New
AWA
569
Amplius Wealth Advisors
Pennsylvania
$1K +$1K +58 New
BBHC
570
Brown Brothers Harriman & Co
New York
$902 -$117 -3,500 -12%
CP
571
Castleview Partners
Texas
$520 +$520 +17,414 New
WA
572
WestEnd Advisors
North Carolina
$100 +$100 +3 New
Arrowstreet Capital
573
Arrowstreet Capital
Massachusetts
– -$35M -1,176,779 Closed
KP
574
Kiltearn Partners
United Kingdom
– -$16.2M -545,847 Closed
GC
575
Gillson Capital
Illinois
– -$10.6M -355,701 Closed
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