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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
8.84%
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 %
AssetMark Inc
551
AssetMark Inc
California
$108 +$108 +4 New
Renaissance Technologies
552
Renaissance Technologies
New York
– -$14.9M -565,500 Closed
Adage Capital Partners
553
Adage Capital Partners
Massachusetts
– -$7.62M -289,000 Closed
BA
554
Bridgewater Associates
Connecticut
– -$4.97M -188,518 Closed
Baird Financial Group
555
Baird Financial Group
Wisconsin
– -$3.65M -138,375 Closed
CCM
556
Cinctive Capital Management
New York
– -$3.43M -130,131 Closed
Schroder Investment Management Group
557
Schroder Investment Management Group
United Kingdom
– -$3.29M -124,711 Closed
WorldQuant Millennium Advisors
558
WorldQuant Millennium Advisors
New York
– -$2.75M -104,057 Closed
Two Sigma Advisers
559
Two Sigma Advisers
New York
– -$2.3M -87,200 Closed
ZIG
560
Zurich Insurance Group
Switzerland
– -$1.41M -53,500 Closed
Simplex Trading
561
Simplex Trading
Illinois
– -$1.24M -46,819 Closed
SC
562
Scotia Capital
Ontario, Canada
– -$1.23M -46,723 Closed
PFO
563
Pathstone Family Office
New Jersey
– -$466K -29,680 Closed
SFSG
564
Sound Financial Strategies Group
Mississippi
– -$694K -26,321 Closed
PAM
565
Panagora Asset Management
Massachusetts
– -$687K -26,030 Closed
BMCM
566
Burns Matteson Capital Management
New York
– -$685K -25,951 Closed
QOP
567
Quinn Opportunity Partners
Virginia
– -$667K -25,273 Closed
GCM
568
Gibraltar Capital Management
Oklahoma
– -$637K -24,146 Closed
OQS
569
Occudo Quantitative Strategies
Florida
– -$523K -19,824 Closed
AC
570
Allstate Corporation
Illinois
– -$499K -18,928 Closed
IWC
571
Integrated Wealth Concepts
Massachusetts
– -$404K -15,326 Closed
CA
572
Cullinan Associates
Kentucky
– -$365K -13,837 Closed
AC
573
AXQ Capital
New Jersey
– -$359K -13,600 Closed
TCWM
574
Total Clarity Wealth Management
Illinois
– -$342K -12,968 Closed
Group One Trading
575
Group One Trading
Illinois
– -$331K -12,549 Closed
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