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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$75.1M
3
MWNA
3
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
2
Invesco
Georgia
$144M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
576
AlphaCrest Capital Management
New York
– -$255K -7,969 Closed
OTPPB
577
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$250K -7,825 Closed
VI
578
Versor Investments
New York
– -$250K -7,818 Closed
PAMP
579
Polar Asset Management Partners
Ontario, Canada
– -$215K -6,727 Closed
FCBT
580
First Citizens Bank & Trust
North Carolina
– -$214K -6,689 Closed
SCM
581
Shelton Capital Management
Colorado
– -$208K -6,493 Closed
PWAG
582
Polaris Wealth Advisory Group
California
– -$200K -6,204 Closed
NIM
583
NuWave Investment Management
New Jersey
– -$112K -3,507 Closed
MIFH
584
Migdal Insurance & Financial Holdings
Israel
– -$110K -3,425 Closed
TCOV
585
Trust Company of Vermont
Vermont
– -$106K -3,324 Closed
FC
586
FORA Capital
Florida
– -$102K -3,180 Closed
EAM
587
Exos Asset Management
New York
– -$81K -2,537 Closed
OAJ
588
Ogorek Anthony Joseph
New York
– -$31K -1,000 Closed
AWA
589
Artemis Wealth Advisors
New York
– -$23.9K -764 Closed
Loomis, Sayles & Company
590
Loomis, Sayles & Company
Massachusetts
– -$18K -558 Closed
CFO
591
CVA Family Office
Colorado
– -$14K -430 Closed
SCA
592
Stonebridge Capital Advisors
Minnesota
– -$10K -339 Closed
AS
593
Altshuler Shaham
Israel
– -$7K -202 Closed
EFSCE
594
Enterprise Financial Services Corp (EFSC)
Missouri
– -$6K -191 Closed
BA
595
Bellwether Advisors
Nebraska
– -$5K -182 Closed
CP
596
Corbenic Partners
Pennsylvania
– -$5K -165 Closed
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5K -144 Closed
NFSG
598
Newbridge Financial Services Group
Florida
– -$4K -117 Closed
CWP
599
Concord Wealth Partners
Virginia
– -$4K -116 Closed
SL
600
Savior LLC
Massachusetts
– -$4K -110 Closed
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