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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$158M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$72M
4
Invesco
4
Invesco
Georgia
$216M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$40.7M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
BlackRock
3
BlackRock
New York
$621M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
576
Occudo Quantitative Strategies
Florida
– -$791K -35,396 Closed
PAS
577
Park Avenue Securities
New York
– -$685K -30,660 Closed
MCM
578
Maltese Capital Management
New York
– -$671K -30,000 Closed
WFA
579
Wade Financial Advisory
California
– -$622K -27,831 Closed
PI
580
PGGM Investments
Netherlands
– -$603K -26,960 Closed
SPA
581
Sherbrooke Park Advisers
New York
– -$557K -24,918 Closed
TPA
582
Trivium Point Advisory
Connecticut
– -$539K -24,096 Closed
IFU
583
iSAM Funds (UK)
United Kingdom
– -$529K -23,690 Closed
AAS
584
Avantax Advisory Services
Texas
– -$475K -21,265 Closed
NC
585
nVerses Capital
Florida
– -$474K -21,200 Closed
MLA
586
My Legacy Advisors
Oregon
– -$457K -20,432 Closed
WAAG
587
Wealth Alliance Advisory Group
Kansas
– -$399K -17,859 Closed
CFG
588
Cooper Financial Group
California
– -$372K -16,644 Closed
MM
589
MQS Management
New York
– -$363K -16,257 Closed
FAIM
590
Financial Advocates Investment Management
Washington
– -$359K -16,050 Closed
CIG
591
Cullen Investment Group
Louisiana
– -$337K -15,086 Closed
Los Angeles Capital Management
592
Los Angeles Capital Management
California
– -$310K -13,884 Closed
JF
593
Joule Financial
Kentucky
– -$296K -13,070 Closed
SAG
594
SageView Advisory Group
California
– -$288K -12,870 Closed
SFC
595
Strategic Financial Concepts
Texas
– -$4.69K -11,319 Closed
CAG
596
Csenge Advisory Group
Florida
– -$248K -11,107 Closed
M&T Bank
597
M&T Bank
New York
– -$246K -10,989 Closed
VA
598
Vident Advisory
Georgia
– -$245K -10,942 Closed
PAG
599
Private Advisor Group
New Jersey
– -$236K -10,559 Closed
MC
600
Machina Capital
France
– -$233K -10,411 Closed
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