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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
3
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
5
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$852M
2
Charles Schwab
2
Charles Schwab
California
$49.3M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$156M
4
Invesco
4
Invesco
Georgia
$167M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$943M 34,998,892 +428,603 +1%
State Street
2
State Street
Massachusetts
$852M 31,285,038 -6,046,131 -16%
BlackRock
3
BlackRock
New York
$784M 29,106,772 -300,948 -1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$602M 22,340,512 +4,337,835 +24%
CCP
5
Clarkston Capital Partners
Michigan
$190M 7,060,944 +55,664 +0.8%
Invesco
6
Invesco
Georgia
$167M 6,210,579 -749,486 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$160M 5,945,065 -281,201 -5%
ProShare Advisors
8
ProShare Advisors
Maryland
$156M 5,792,818 -1,434,483 -20%
Morgan Stanley
9
Morgan Stanley
New York
$101M 3,762,845 -289,271 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$89.7M 3,331,469 +2,805 +0.1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$80.7M 2,995,388 +166,387 +6%
Northern Trust
12
Northern Trust
Illinois
$80.7M 2,993,926 -42,805 -1%
Amundi
13
Amundi
France
$79.3M 2,944,882 +172,974 +6%
Franklin Resources
14
Franklin Resources
California
$70M 2,598,687 +1,723,802 +197%
Goldman Sachs
15
Goldman Sachs
New York
$68.2M 2,532,157 -255,905 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$64.1M 2,378,569 +158,062 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$58.9M 2,187,621 +57,750 +3%
First Trust Advisors
18
First Trust Advisors
Illinois
$57.2M 2,121,838 -521,242 -20%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$55.5M 2,058,664 +2,058,664 New
Charles Schwab
20
Charles Schwab
California
$49.3M 1,829,885 -4,451,521 -71%
GFA
21
Gallagher Fiduciary Advisors
Illinois
$46.3M 1,717,952 -40,964 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$42.7M 1,584,025 +521,773 +49%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$40.2M 1,492,510 +67,129 +5%
Norges Bank
24
Norges Bank
Norway
$37.8M 1,402,778 +59,979 +4%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$36.4M 1,352,343 +1,352,343 New
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