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Franklin Resources
BEN

Overview Fund Activity

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M

Top Buyers

1
Amundi
1
Amundi
France
$135M
2
O
2
Ossiam
France
$38.5M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$173M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
State Street
5
State Street
Massachusetts
$858M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$22.5M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.39M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$397K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
551
Banque Pictet & Cie
Switzerland
– -$585K -21,733 Closed
GLA
552
Great Lakes Advisors
Illinois
– -$530K -19,658 Closed
Verition Fund Management
553
Verition Fund Management
Connecticut
– -$488K -18,097 Closed
MM
554
MQS Management
New York
– -$474K -17,577 Closed
PCA
555
Prosperity Capital Advisors
Ohio
– -$426K -15,812 Closed
LP
556
LMR Partners
United Kingdom
– -$394K -14,610 Closed
SEC
557
Seven Eight Capital
New York
– -$348K -12,924 Closed
BL
558
Balentine LLC
Georgia
– -$319K -11,838 Closed
AGP
559
Autumn Glory Partners
Texas
– -$310K -11,500 Closed
SPA
560
Sherbrooke Park Advisers
New York
– -$299K -11,100 Closed
VF
561
Virtu Financial
New York
– -$272K -10,112 Closed
EP
562
Eudaimonia Partners
Tennessee
– -$241K -8,940 Closed
MWPCG
563
Measured Wealth Private Client Group
New Hampshire
– -$240K -8,899 Closed
AAS
564
Avantax Advisory Services
Texas
– -$239K -8,879 Closed
AWS
565
Atria Wealth Solutions
New York
– -$239K -8,879 Closed
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
– -$229K -8,515 Closed
CI
567
CPR Investments
Michigan
– -$226K -8,385 Closed
PCMC
568
Paragon Capital Management (Colorado)
Colorado
– -$224K -8,320 Closed
DC
569
Davenport & Co
Virginia
– -$223K -8,295 Closed
FSI
570
Flow State Investments
Illinois
– -$218K -8,105 Closed
EAM
571
Eschler Asset Management
United Kingdom
– -$218K -8,098 Closed
NERM
572
New England Research & Management
Illinois
– -$215K -7,975 Closed
IAIM
573
Industrial Alliance Investment Management
Quebec, Canada
– -$214K -7,932 Closed
UCFA
574
United Capital Financial Advisors
Texas
– -$209K -7,744 Closed
JPMPWA
575
J.P. Morgan Private Wealth Advisors
California
– -$205K -7,609 Closed
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