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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.

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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$761M 34,909,926 +2,384,798 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$697M 32,407,747 -1,854,020 -5%
BlackRock
3
BlackRock
New York
$636M 29,530,728 -218,274 -0.7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$299M 13,911,474 +5,143,913 +59%
CCP
5
Clarkston Capital Partners
Michigan
$149M 6,903,235 +54,240 +0.8%
ProShare Advisors
6
ProShare Advisors
Maryland
$137M 6,360,972 -38,576 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$132M 6,161,840 +230,849 +4%
Invesco
8
Invesco
Georgia
$129M 6,004,890 -14,265 -0.2%
Charles Schwab
9
Charles Schwab
California
$121M 5,608,650 +472,725 +9%
Morgan Stanley
10
Morgan Stanley
New York
$80.9M 3,761,074 +307,263 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$78.9M 3,666,307 -41,414 -1%
Northern Trust
12
Northern Trust
Illinois
$65.9M 3,064,374 -91,368 -3%
Amundi
13
Amundi
France
$61.2M 2,821,062 -10,415 -0.4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$59.2M 2,747,999 +236,081 +9%
Goldman Sachs
15
Goldman Sachs
New York
$54.6M 2,537,816 +276,571 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$51.8M 2,408,969 +68,022 +3%
Legal & General Group
17
Legal & General Group
United Kingdom
$47.2M 2,194,888 -162,706 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$45.5M 2,116,564 -22,062 -1%
GFA
19
Gallagher Fiduciary Advisors
Illinois
$37.9M 1,759,560 -3,297 -0.2%
Victory Capital Management
20
Victory Capital Management
Texas
$33.6M 1,560,104 +357,960 +30%
Allianz Asset Management
21
Allianz Asset Management
Germany
$33M 1,531,614 -28,413 -2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$31.5M 1,462,465 -19,134 -1%
Norges Bank
23
Norges Bank
Norway
$28.2M 1,310,681 – –
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$27.3M 1,266,637 +761,726 +151%
UBS AM
25
UBS AM
Illinois
$25.6M 1,187,359 -283,041 -19%
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