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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$299M
2
State Street
State Street
Massachusetts
$761M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$697M
2
PCM
Prana Capital Management
Connecticut
$0
3
SSA
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$1.18M +$411K +19,100 +53%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$1.16M +$13.3K +619 +1%
UIM
203
USS Investment Management
United Kingdom
$1.15M -$479K -22,273 -29%
ZIG
204
Zurich Insurance Group
Switzerland
$1.15M – – –
IAA
205
Independent Advisor Alliance
North Carolina
$1.14M +$260K +12,073 +30%
RVM
206
Robinson Value Management
Texas
$1.13M +$6.24K +290 +0.6%
TPWM
207
Twelve Points Wealth Management
Massachusetts
$1.13M +$115K +5,352 +11%
URS
208
Utah Retirement Systems
Utah
$1.11M – – –
SI
209
Stephens Inc
Arkansas
$1.08M -$108K -5,026 -9%
MF
210
Magnetar Financial
Illinois
$1.08M +$1.08M +50,059 New
Millennium Management
211
Millennium Management
New York
$1.08M -$355K -16,507 -25%
SO
212
STRS Ohio
Ohio
$1.06M -$43.6K -2,028 -4%
GVAG
213
Great Valley Advisor Group
Delaware
$1.05M +$77.4K +3,596 +8%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.03M -$24.8K -1,155 -2%
SC
215
Scotia Capital
Ontario, Canada
$1.03M -$8.33K -387 -0.8%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$1.02M – – –
ACM
217
AlphaCrest Capital Management
New York
$1.01M +$776K +36,042 +330%
CWM
218
CIBC World Markets
New York
$1.01M -$347K -16,131 -26%
RT
219
Rockland Trust
Massachusetts
$979K -$7.4K -344 -0.8%
IG
220
ING Group
Netherlands
$978K -$176K -8,161 -15%
WBC
221
Westpac Banking Corp
Australia
$971K -$270K -12,549 -22%
Wellington Management Group
222
Wellington Management Group
Massachusetts
$967K +$117K +5,442 +14%
Nomura Holdings
223
Nomura Holdings
Japan
$963K -$29.6K -1,375 -3%
TI
224
Tidal Investments
Wisconsin
$955K +$108K +4,998 +13%
NYLIM
225
New York Life Investment Management
New York
$948K +$9.66K +449 +1%
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