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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 %
SWA
201
Stratos Wealth Advisors
Ohio
$1.63M +$61.5K +2,069 +4%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$1.61M -$84.6K -2,771 -5%
BCP
203
Blackhawk Capital Partners
Wisconsin
$1.59M +$56.1K +1,888 +4%
ZIG
204
Zurich Insurance Group
Switzerland
$1.59M +$1.59M +53,500 New
URS
205
Utah Retirement Systems
Utah
$1.55M -$83.2K -2,800 -5%
SEC
206
Seven Eight Capital
New York
$1.55M -$277K -9,316 -15%
LFS
207
Legacy Financial Strategies
Kansas
$1.51M +$85.9K +2,892 +6%
CAM
208
Cresset Asset Management
Illinois
$1.44M -$244K -8,137 -14%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.41M +$143K +4,800 +11%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$1.37M -$74.1K -2,493 -5%
Lido Advisors
211
Lido Advisors
California
$1.37M +$96.8K +3,258 +8%
Holocene Advisors
212
Holocene Advisors
New York
$1.34M -$655K -22,054 -33%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$1.34M -$5.14M -172,809 -79%
American Century Companies
214
American Century Companies
Missouri
$1.34M -$6.42M -216,038 -83%
CSIC
215
Clifford Swan Investment Counsel
California
$1.33M -$5.87K -167 -0.4%
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
$1.32M -$82.5K -2,775 -6%
TPSF
217
Texas Permanent School Fund
Texas
$1.29M -$51.7K -1,740 -4%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$1.29M +$28.3K +954 +2%
CS
219
Candriam SCA
Luxembourg
$1.26M +$3.86K +130 +0.3%
SEI Investments
220
SEI Investments
Pennsylvania
$1.26M -$40K -1,347 -3%
BAM
221
Boyar Asset Management
New York
$1.26M -$29.3K -986 -2%
CGH
222
Crossmark Global Holdings
Texas
$1.23M +$116K +3,893 +10%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$1.22M – – –
MSL
224
Mackay Shields LLC
New York
$1.22M -$35.8K -1,206 -3%
SWP
225
Stratos Wealth Partners
Ohio
$1.19M -$308K -10,347 -21%
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