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Franklin Resources
BEN

Overview Fund Activity

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M

Top Buyers

1
Amundi
1
Amundi
France
$135M
2
O
2
Ossiam
France
$38.5M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$173M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
State Street
5
State Street
Massachusetts
$858M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$22.5M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.39M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$397K
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$929M 34,783,437 -215,455 -0.6%
State Street
2
State Street
Massachusetts
$858M 31,757,992 +472,954 +2%
BlackRock
3
BlackRock
New York
$778M 29,114,481 +7,709 +0%
Capital Research Global Investors
4
Capital Research Global Investors
California
$604M 22,599,210 +258,698 +1%
CCP
5
Clarkston Capital Partners
Michigan
$189M 7,082,389 +21,445 +0.3%
ProShare Advisors
6
ProShare Advisors
Maryland
$173M 6,489,568 +696,750 +12%
Invesco
7
Invesco
Georgia
$164M 6,148,262 -62,317 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$162M 6,071,243 +126,178 +2%
Amundi
9
Amundi
France
$135M 5,036,382 +2,091,500 +71%
Morgan Stanley
10
Morgan Stanley
New York
$101M 3,778,107 +15,262 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$85.9M 3,216,595 -114,874 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$82.8M 3,097,832 +102,444 +3%
Northern Trust
13
Northern Trust
Illinois
$76.2M 2,851,463 -142,463 -5%
Goldman Sachs
14
Goldman Sachs
New York
$72.3M 2,707,259 +175,102 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$71.1M 2,662,775 +284,206 +12%
Legal & General Group
16
Legal & General Group
United Kingdom
$58.3M 2,182,290 -5,331 -0.2%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$52.3M 1,957,131 -101,533 -5%
Charles Schwab
18
Charles Schwab
California
$48.8M 1,825,967 -3,918 -0.2%
HighTower Advisors
19
HighTower Advisors
Illinois
$46.1M 1,726,903 +142,878 +9%
GFA
20
Gallagher Fiduciary Advisors
Illinois
$45.3M 1,696,630 -21,322 -1%
First Trust Advisors
21
First Trust Advisors
Illinois
$44.2M 1,655,056 -466,782 -22%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$39.6M 1,483,003 -9,507 -0.6%
Norges Bank
23
Norges Bank
Norway
$38.7M 1,448,604 +45,826 +3%
O
24
Ossiam
France
$38.5M 1,441,344 +1,410,739 +4,610%
UBS AM
25
UBS AM
Illinois
$33.3M 1,236,957 – –
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