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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$475M
2
State Street
State Street
Massachusetts
$996M
3
Vanguard Group
Vanguard Group
Pennsylvania
$912M
4
Invesco
Invesco
Georgia
$184M
5
ProShare Advisors
ProShare Advisors
Maryland
$191M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$2.36M
3
APG Asset Management
APG Asset Management
Netherlands
$850K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$219K
5
PI
PEAK6 Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
576
Virtu Financial
New York
– -$305K -14,189 Closed
CL
577
CSS LLC
Illinois
– -$301K -14,000 Closed
II
578
Inspire Investing
Idaho
– -$294K -13,648 Closed
SEI Investments
579
SEI Investments
Pennsylvania
– -$293K -13,628 Closed
HI
580
Horizon Investments
North Carolina
– -$288K -13,368 Closed
JIC
581
Johnson Investment Counsel
Ohio
– -$263K -12,210 Closed
HT
582
HighTower Trust
Texas
– -$230K -10,678 Closed
BMSSC
583
B. Metzler seel. Sohn & Co
Germany
– -$218K -10,140 Closed
ESCM
584
Echo Street Capital Management
New York
– -$209K -9,692 Closed
IC
585
IEQ Capital
California
– -$201K -9,327 Closed
CAM
586
Cresset Asset Management
Illinois
– -$204K -9,320 Closed
AIP
587
Almanack Investment Partners
Pennsylvania
– -$198K -9,185 Closed
MAM
588
Meeder Asset Management
Ohio
– -$163K -7,556 Closed
LIM
589
Longfellow Investment Management
Massachusetts
– -$89K -4,114 Closed
KTC
590
Kistler-Tiffany Companies
Pennsylvania
– -$67K -3,105 Closed
SIM
591
Sentry Investment Management
Wisconsin
– -$36K -1,662 Closed
ETC
592
Exchange Traded Concepts
Oklahoma
– -$31K -1,459 Closed
EC
593
EdgeRock Capital
Colorado
– -$18K -820 Closed
Parallax Volatility Advisers
594
Parallax Volatility Advisers
California
– -$15K -689 Closed
RTC
595
Riverview Trust Company
Washington
– -$12K -542 Closed
NICM
596
Neo Ivy Capital Management
New York
– -$7K -312 Closed
CA
597
Crewe Advisors
Utah
– -$6K -279 Closed
EW
598
Evoke Wealth
California
– -$5K -217 Closed
CCA
599
Column Capital Advisors
Indiana
– -$4K -200 Closed
TFA
600
Toth Financial Advisory
Virginia
– -$2K -110 Closed
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