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Franklin Resources
BEN

Overview Fund Activity

532 hedge funds and large institutions have $5.45B invested in Franklin Resources in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
175
Reduced
191
Closed
49
Calls
$26.4M
Puts
$21.7M
Net Calls
+$4.74M
Net Calls Change
+$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$3.18M -$129K -5,253 -4%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$3.17M -$78.5K -3,193 -2%
ECM
128
ExodusPoint Capital Management
New York
$3.15M +$3.15M +128,127 New
SAI
129
Systematic Alpha Investments
New Jersey
$3.1M – – –
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$3.01M +$3.01M +122,359 New
CB
131
Commerce Bank
Missouri
$2.93M -$5.46K -222 -0.2%
AFG
132
American Financial Group
Ohio
$2.93M – – –
KFP
133
Keystone Financial Planning
Ohio
$2.93M – – –
Bank of Nova Scotia
134
Bank of Nova Scotia
Ontario, Canada
$2.89M +$2.69M +109,265 +1,284%
KC
135
Kinloch Capital
Virginia
$2.88M -$47.8K -1,943 -2%
Asset Management One
136
Asset Management One
Japan
$2.81M -$40.9K -1,663 -1%
PCM
137
Poehling Capital Management
Wisconsin
$2.75M +$11.7K +476 +0.4%
MMA
138
Mizuho Markets Americas
New York
$2.74M +$2.74M +111,638 New
Rafferty Asset Management
139
Rafferty Asset Management
New York
$2.71M +$143K +5,800 +6%
AAM
140
Auxier Asset Management
Oregon
$2.67M -$23.1K -940 -0.9%
Creative Planning
141
Creative Planning
Kansas
$2.61M -$108K -4,411 -4%
UIM
142
USS Investment Management
United Kingdom
$2.58M +$49.1K +1,997 +2%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$2.55M -$436K -17,726 -15%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$2.53M -$71.5K -2,907 -3%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$2.52M +$233K +9,493 +10%
UA
146
Unison Advisors
District of Columbia
$2.52M +$25.6K +1,028 +1%
LPL Financial
147
LPL Financial
California
$2.47M -$386K -15,710 -14%
QT
148
Quantbot Technologies
New York
$2.33M +$1.4M +56,937 +151%
AL
149
Arnhold LLC
New York
$2.32M – – –
Holocene Advisors
150
Holocene Advisors
New York
$2.31M +$107K +4,348 +5%
4 5
6
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