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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 %
NICM
551
Neo Ivy Capital Management
New York
– -$271K -10,164 Closed
V
552
Veritable
Delaware
– -$269K -10,054 Closed
FCA
553
Fortis Capital Advisors
Kansas
– -$268K -10,045 Closed
BAM
554
Belpointe Asset Management
Nevada
– -$268K -10,045 Closed
Capstone Investment Advisors
555
Capstone Investment Advisors
New York
– -$260K -9,743 Closed
GIM
556
Greylin Investment Management
Virginia
– -$239K -8,957 Closed
CW
557
CreativeOne Wealth
Kansas
– -$238K -8,901 Closed
RWA
558
Ropes Wealth Advisors
Massachusetts
– -$235K -8,780 Closed
M&T Bank
559
M&T Bank
New York
– -$228K -8,531 Closed
PWM
560
Prentice Wealth Management
New York
– -$216K -8,085 Closed
T
561
TRUADVICE
Florida
– -$225K -8,041 Closed
VIA
562
Vident Investment Advisory
Georgia
– -$215K -8,040 Closed
CC
563
Chicago Capital
Illinois
– -$214K -8,004 Closed
ECM
564
Evergreen Capital Management
Washington
– -$211K -7,884 Closed
PA
565
Prossimo Advisors
California
– -$203K -7,584 Closed
SSW
566
Smith Shellnut Wilson
Mississippi
– -$202K -7,548 Closed
RI
567
Ridgewood Investments
New Jersey
– -$181K -6,765 Closed
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
– -$143K -5,350 Closed
CWA
569
Clearview Wealth Advisors
Oregon
– -$51.6K -1,931 Closed
CFO
570
CVA Family Office
Colorado
– -$33.9K -1,270 Closed
HT
571
Headlands Technologies
Illinois
– -$24.9K -932 Closed
Twin Tree Management
572
Twin Tree Management
Texas
– -$17.9K -672 Closed
HS
573
Horan Securities
United States
– -$13.1K -490 Closed
VAG
574
VisionPoint Advisory Group
Texas
– -$10.6K -398 Closed
SSG
575
Summit Securities Group
New York
– -$10K -372 Closed
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