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Franklin Resources
BEN

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K

Top Buyers

1
Invesco
Invesco
Georgia
$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
$286M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.3M
4
PPA
Parametric Portfolio Associates
Washington
$133M
5
BlackRock
BlackRock
New York
$811M

Top Sellers

1
PP
Prudential plc
United Kingdom
$10.8M
2
Citadel Advisors
Citadel Advisors
Florida
$17.5M
3
PCM
Polaris Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
5
Canada Life
Canada Life
Manitoba, Canada
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.57M -$32.6K -1,100 -2%
HIMCH
202
Hartford Investment Management Co (HIMCO)
Connecticut
$1.57M +$164K +5,533 +12%
PCM
203
Poehling Capital Management
Wisconsin
$1.55M -$3.49K -118 -0.2%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$1.51M +$1.51M +50,828 New
CSS
205
Cubist Systematic Strategies
Connecticut
$1.5M -$8.78M -296,491 -85%
Janus Henderson Group
206
Janus Henderson Group
United Kingdom
$1.48M +$19.9K +674 +1%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.48M +$1.14M +38,474 +338%
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$1.46M -$22.9K -775 -2%
SWP
209
Stratos Wealth Partners
Ohio
$1.44M -$73.9K -2,496 -5%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$1.44M -$11.1K -374 -0.8%
BCP
211
Blackhawk Capital Partners
Wisconsin
$1.41M -$59.3K -2,374 -4%
MSL
212
Mackay Shields LLC
New York
$1.37M -$580K -19,590 -30%
LFS
213
Legacy Financial Strategies
Kansas
$1.37M +$460K +15,537 +51%
TPSF
214
Texas Permanent School Fund
Texas
$1.35M -$23.3K -787 -2%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$1.33M -$32K -1,081 -2%
AIM
216
ARGA Investment Management
Connecticut
$1.31M -$846K -28,591 -39%
Lido Advisors
217
Lido Advisors
California
$1.31M +$94.5K +3,161 +8%
SWA
218
Stratos Wealth Advisors
Ohio
$1.3M +$1.3M +43,930 New
BAM
219
Boyar Asset Management
New York
$1.28M +$30 +1 +0%
LFAS
220
Level Four Advisory Services
Texas
$1.28M +$749K +25,309 +141%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$1.28M +$1.28M +43,206 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$1.27M -$44.4K -1,500 -3%
RT
223
Rockland Trust
Massachusetts
$1.25M -$80.4K -2,717 -6%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$1.23M -$100K -3,395 -8%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.22M – – –
7 8
9
10 11