BEN icon

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
8.83%
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
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$3.37M -$51.1K -1,896 -1%
KC
127
Kinloch Capital
Virginia
$3.23M +$563K +20,904 +21%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$3.23M -$4.89M -181,510 -60%
CB
129
Commerce Bank
Missouri
$3.21M -$11.2K -414 -0.3%
AFG
130
American Financial Group
Ohio
$3.21M – – –
Asset Management One
131
Asset Management One
Japan
$3.21M +$18.8K +698 +0.6%
KFP
132
Keystone Financial Planning
Ohio
$3.07M -$77.8K -2,889 -2%
PCM
133
Poehling Capital Management
Wisconsin
$3.07M -$32.7K -1,215 -1%
FCH
134
Freestone Capital Holdings
Washington
$3.05M +$119K +4,435 +4%
SCP
135
Stamos Capital Partners
California
$3.02M +$288K +10,680 +11%
FAF
136
Fjarde Ap-fonden
Sweden
$3M +$391K +14,500 +15%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$2.98M +$30.6K +1,134 +1%
AAM
138
Auxier Asset Management
Oregon
$2.97M -$16.8K -623 -0.6%
LPL Financial
139
LPL Financial
California
$2.95M +$771K +28,627 +35%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$2.92M -$105K -3,895 -3%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$2.9M +$152K +5,636 +6%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$2.78M +$2.51M +1,424,200 +938%
Squarepoint
143
Squarepoint
New York
$2.78M -$8.19M -303,867 -75%
UIM
144
USS Investment Management
United Kingdom
$2.78M – – –
UA
145
Unison Advisors
District of Columbia
$2.7M +$27K +991 +1%
Wealthfront Advisers
146
Wealthfront Advisers
California
$2.6M +$218K +8,096 +9%
IIM
147
INTECH Investment Management
Florida
$2.59M +$1.45M +53,786 +127%
AIA
148
AIMZ Investment Advisors
California
$2.55M -$26.5K -982 -1%
AL
149
Arnhold LLC
New York
$2.54M – – –
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$2.49M +$25.8K +959 +1%
4 5
6
7 8