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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
3
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
5
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$852M
2
Charles Schwab
2
Charles Schwab
California
$49.3M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$156M
4
Invesco
4
Invesco
Georgia
$167M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$14.3M +$11.4M +423,323 +399%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$13.9M -$98.7K -3,665 -0.7%
MYAM
53
Meiji Yasuda Asset Management
Japan
$13.2M +$352K +13,074 +3%
Mitsubishi UFJ Asset Management
54
Mitsubishi UFJ Asset Management
Japan
$13.1M -$1.67M -61,868 -11%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$12.5M +$1.89M +70,344 +18%
E
56
Ergoteles
New York
$12.4M +$12.4M +460,859 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$12.4M -$1.16M -43,107 -9%
MG
58
Mather Group
Illinois
$11.8M -$638K -23,696 -5%
GC
59
Guggenheim Capital
Illinois
$11.5M -$790K -29,313 -6%
BRA
60
Biechele Royce Advisors
Indiana
$11M +$326K +12,098 +3%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$11M +$2.31M +85,658 +27%
Prudential Financial
62
Prudential Financial
New Jersey
$11M -$922K -38,012 -8%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$10.2M -$1.1M -41,010 -10%
AllianceBernstein
64
AllianceBernstein
Tennessee
$10M +$70.7K +2,626 +0.7%
SBWIC
65
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.91M -$64.7K -2,400 -0.6%
Principal Financial Group
66
Principal Financial Group
Iowa
$9.78M -$48.9K -1,815 -0.5%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$9.18M +$252K +9,363 +3%
VF
68
Vest Financial
Virginia
$9.11M -$1.68M -62,178 -16%
Canada Life
69
Canada Life
Manitoba, Canada
$9.04M -$296K -10,984 -3%
SIS
70
Sound Income Strategies
Florida
$9.01M +$1.21M +44,862 +15%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.96M -$129K -4,800 -1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$8.84M – – –
Citigroup
73
Citigroup
New York
$8.8M -$1.19M -44,168 -12%
Wells Fargo
74
Wells Fargo
California
$8.56M +$1.19M +44,306 +16%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$8.45M +$8.45M +313,608 New
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