BEN icon

Franklin Resources
BEN

Overview Fund Activity

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.2%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$236M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$211M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$116M
5
BlackRock
5
BlackRock
New York
$879M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$31.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$962M
3
Amundi
3
Amundi
France
$106M
4
RJA
4
Raymond James & Associates
Florida
$2.47M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$962M 32,296,534 -2,185,183 -6%
BlackRock
2
BlackRock
New York
$879M 29,502,481 +650,344 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$794M 26,652,644 +4,043,808 +18%
State Street
4
State Street
Massachusetts
$641M 21,508,103 +193,660 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$236M 7,922,308 +4,029,101 +103%
ProShare Advisors
6
ProShare Advisors
Maryland
$211M 7,071,813 +887,781 +14%
Invesco
7
Invesco
Georgia
$208M 6,992,483 +428,709 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$186M 6,268,426 +80,201 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$116M 3,897,647 +755,513 +24%
Amundi
10
Amundi
France
$106M 3,554,721 -1,498,948 -30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$95M 3,188,458 +529,021 +20%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$91.4M 3,067,780 +154,850 +5%
Northern Trust
13
Northern Trust
Illinois
$85.8M 2,878,610 -175,141 -6%
Goldman Sachs
14
Goldman Sachs
New York
$75.6M 2,537,127 -410,898 -14%
Legal & General Group
15
Legal & General Group
United Kingdom
$60.4M 2,028,184 -62,444 -3%
Charles Schwab
16
Charles Schwab
California
$56M 1,878,337 +37,474 +2%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$49.7M 1,667,533 -21,598 -1%
Norges Bank
18
Norges Bank
Norway
$49.5M 1,663,225 +214,621 +15%
UBS AM
19
UBS AM
Illinois
$47.9M 1,606,847 +74,566 +5%
WCM
20
Wedge Capital Management
North Carolina
$44.4M 1,491,598 +144,843 +11%
First Trust Advisors
21
First Trust Advisors
Illinois
$38.8M 1,302,677 -103,087 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.6M 1,261,072 +90,370 +8%
Barclays
23
Barclays
United Kingdom
$36.1M 1,212,996 -537,783 -31%
Nomura Asset Management
24
Nomura Asset Management
Japan
$35.8M 1,200,841 +234,629 +24%
VF
25
Vest Financial
Virginia
$35.4M 1,188,199 +414,826 +54%
1
2 3 4 5