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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 171 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
81
Increased
225
Reduced
171
Closed
78
Calls
$43.5M
Puts
$45.4M
Net Calls
-$1.96M
Net Calls Change
-$1.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$807M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$59.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$951M
4
Invesco
4
Invesco
Georgia
$154M
5
Norges Bank
5
Norges Bank
Norway
$52.1M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Bank of America
2
Bank of America
North Carolina
$26.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
601
RFG Advisory
Alabama
– -$291K -8,685 Closed
IAN
602
Integrated Advisors Network
Texas
– -$271K -8,102 Closed
LA
603
LVW Advisors
New York
– -$269K -8,047 Closed
BP
604
Ballentine Partners
Massachusetts
– -$260K -7,757 Closed
MWM
605
Modera Wealth Management
New Jersey
– -$258K -7,721 Closed
SWM
606
Salvus Wealth Management
New Jersey
– -$257K -7,664 Closed
FNBOO
607
First National Bank of Omaha
Nebraska
– -$231K -6,900 Closed
IIL
608
Insight Inv LLC
California
– -$233K -6,895 Closed
FCBT
609
First Citizens Bank & Trust
North Carolina
– -$224K -6,689 Closed
CC
610
Chicago Capital
Illinois
– -$220K -6,574 Closed
CFG
611
Cooper Financial Group
California
– -$220K -6,567 Closed
CI
612
Cigna Investments
Connecticut
– -$217K -6,503 Closed
SCM
613
Shelton Capital Management
Colorado
– -$217K -6,493 Closed
ECM
614
Evergreen Capital Management
Washington
– -$217K -6,485 Closed
PCMC
615
Paragon Capital Management (Colorado)
Colorado
– -$211K -6,291 Closed
PWAG
616
Polaris Wealth Advisory Group
California
– -$208K -6,204 Closed
HT
617
HighTower Trust
Texas
– -$208K -6,200 Closed
LOPW
618
Live Oak Private Wealth
North Carolina
– -$204K -6,100 Closed
BB
619
Berkshire Bank
Massachusetts
– -$201K -6,000 Closed
WF
620
Welch & Forbes
Massachusetts
– -$201K -6,000 Closed
FMLI
621
Fukoku Mutual Life Insurance
Japan
– -$182K -5,420 Closed
NICM
622
Neo Ivy Capital Management
New York
– -$108K -3,215 Closed
Parallax Volatility Advisers
623
Parallax Volatility Advisers
California
– -$74K -2,224 Closed
ACM
624
Aquatic Capital Management
Illinois
– -$74K -2,200 Closed
TCOV
625
Trust Company of Vermont
Vermont
– -$73K -2,179 Closed
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