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Franklin Resources
BEN

Overview Fund Activity

532 hedge funds and large institutions have $5.45B invested in Franklin Resources in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 191 reducing their positions, and 49 closing their positions.

Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
175
Reduced
191
Closed
49
Calls
$26.4M
Puts
$21.7M
Net Calls
+$4.74M
Net Calls Change
+$3.51M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$29.4M
2
Barclays
2
Barclays
United Kingdom
$43M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$530M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.53M
4
O
4
Ossiam
France
$5.23M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$848M 34,481,717 -301,720 -0.9%
BlackRock
2
BlackRock
New York
$709M 28,852,137 -262,344 -0.9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$556M 22,608,836 +9,626 +0%
State Street
4
State Street
Massachusetts
$530M 21,314,443 -10,443,549 -33%
CCP
5
Clarkston Capital Partners
Michigan
$171M 6,956,196 -126,193 -2%
Invesco
6
Invesco
Georgia
$161M 6,563,774 +415,512 +7%
ProShare Advisors
7
ProShare Advisors
Maryland
$152M 6,184,032 -305,536 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$152M 6,188,225 +116,982 +2%
Amundi
9
Amundi
France
$124M 5,053,669 +17,287 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$95.7M 3,893,207 +115,100 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$77.2M 3,142,134 -74,461 -2%
Northern Trust
12
Northern Trust
Illinois
$75.1M 3,053,751 +202,288 +7%
Goldman Sachs
13
Goldman Sachs
New York
$72.5M 2,948,025 +240,766 +9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$71.6M 2,912,930 -184,902 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$65.4M 2,659,437 -3,338 -0.1%
Legal & General Group
16
Legal & General Group
United Kingdom
$51.4M 2,090,628 -91,662 -4%
Charles Schwab
17
Charles Schwab
California
$45.2M 1,840,863 +14,896 +0.8%
Barclays
18
Barclays
United Kingdom
$43M 1,750,779 +1,015,225 +138%
GFA
19
Gallagher Fiduciary Advisors
Illinois
$41.5M 1,689,131 -7,499 -0.4%
UBS AM
20
UBS AM
Illinois
$37.7M 1,532,281 +295,324 +24%
Norges Bank
21
Norges Bank
Norway
$35.6M 1,448,604 – –
First Trust Advisors
22
First Trust Advisors
Illinois
$34.6M 1,405,764 -249,292 -15%
WCM
23
Wedge Capital Management
North Carolina
$33.1M 1,346,755 +201,688 +18%
Millennium Management
24
Millennium Management
New York
$29.4M 1,195,596 +1,195,596 New
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.8M 1,170,702 +797 +0.1%
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