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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 171 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
81
Increased
225
Reduced
171
Closed
78
Calls
$43.5M
Puts
$45.4M
Net Calls
-$1.96M
Net Calls Change
-$1.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$807M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$59.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$951M
4
Invesco
4
Invesco
Georgia
$154M
5
Norges Bank
5
Norges Bank
Norway
$52.1M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Bank of America
2
Bank of America
North Carolina
$26.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
551
Kozak & Associates
Colorado
$3K – – –
EW
552
Evoke Wealth
California
$3K – – –
AA
553
Ancora Advisors
Ohio
$3K – – –
SSG
554
Summit Securities Group
New York
$3K +$3K +115 New
TWA
555
TCI Wealth Advisors
Arizona
$2K -$6.96K -233 -78%
DI
556
Disciplined Investments
Oklahoma
$2K +$2K +63 New
AWM
557
Activest Wealth Management
Florida
$2K +$1.84K +70 +1,167%
CI
558
Cordant Inc
Oregon
$2K +$2K +83 New
MCM
559
MV Capital Management
Maryland
$1K -$1.09K -58 -52%
SC
560
Schubert & Co
Texas
$1K -$436 -17 -30%
VCM
561
Versant Capital Management
Arizona
$1K -$450 -9 -31%
UFF
562
USA Financial Formulas
Michigan
$1K – – –
TFM
563
TFC Financial Management
Massachusetts
$1K – – –
AWM
564
Avior Wealth Management
Nebraska
$1K – – –
AssetMark Inc
565
AssetMark Inc
California
$1K +$1K +23 New
GKIM
566
GW&K Investment Management
Massachusetts
$1K +$1K +45 New
BCWM
567
Bartlett & Co Wealth Management
Ohio
$310 +$310 +11 New
MGIM
568
M&G Investment Management
United Kingdom
$209 +$209 +7,473 New
LCOV
569
London Company of Virginia
Virginia
– -$133M -3,959,430 Closed
Balyasny Asset Management
570
Balyasny Asset Management
Illinois
– -$53.6M -1,601,366 Closed
Canada Pension Plan Investment Board
571
Canada Pension Plan Investment Board
Ontario, Canada
– -$11.2M -333,263 Closed
TC
572
TwinBeech Capital
New York
– -$4.2M -125,516 Closed
PE
573
Point72 Europe
United Kingdom
– -$3.96M -118,300 Closed
BCI
574
Brinker Capital Investments
Pennsylvania
– -$2.65M -79,134 Closed
PFM
575
Patton Fund Management
Texas
– -$2.47M -73,606 Closed
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