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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 %
AF
126
Ally Financial
Michigan
$4.16M – – –
TAIM
127
Te Ahumairangi Investment Management
New Zealand
$4.14M +$65.2K +2,193 +2%
Rafferty Asset Management
128
Rafferty Asset Management
New York
$4.13M -$1.54M -51,728 -27%
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$4.04M -$88.1K -2,965 -2%
UCI
130
Uncommon Cents Investing
Wisconsin
$3.96M +$108K +3,640 +3%
AAM
131
Auxier Asset Management
Oregon
$3.87M -$10.6K -355 -0.3%
CB
132
Commerce Bank
Missouri
$3.85M +$94.1K +3,167 +3%
Asset Management One
133
Asset Management One
Japan
$3.82M -$152K -5,105 -4%
Verition Fund Management
134
Verition Fund Management
Connecticut
$3.65M +$3.31M +111,503 +982%
Grantham, Mayo, Van Otterloo & Co (GMO)
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.58M -$436K -14,680 -11%
AAF
136
Andra AP-fonden
Sweden
$3.57M -$1.15M -38,700 -24%
AFG
137
American Financial Group
Ohio
$3.54M – – –
VOYA Investment Management
138
VOYA Investment Management
Georgia
$3.49M -$19K -638 -0.5%
SI
139
Stephens Inc
Arkansas
$3.45M -$1.51M -50,955 -30%
Swedbank
140
Swedbank
Sweden
$3.38M – – –
KL
141
KWMG LLC
Kansas
$3.38M +$148K +4,967 +5%
Comerica Bank
142
Comerica Bank
Texas
$3.31M -$239K -7,770 -7%
QOP
143
Quinn Opportunity Partners
Virginia
$3.3M -$247K -8,300 -7%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$3.22M +$103K +3,479 +3%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$3.22M -$3.12M -104,094 -49%
AI
146
Atria Investments
North Carolina
$3.14M +$104K +3,490 +3%
LPL Financial
147
LPL Financial
California
$3.13M +$227K +7,649 +8%
AIA
148
AIMZ Investment Advisors
California
$3.11M -$45.9K -1,544 -1%
AIG
149
American International Group
New York
$3.08M -$2.48M -83,436 -45%
Retirement Systems of Alabama
150
Retirement Systems of Alabama
Alabama
$2.87M -$86.7K -2,918 -3%
4 5
6
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