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Franklin Resources
BEN

Overview Fund Activity

547 hedge funds and large institutions have $7.6B invested in Franklin Resources in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-21
Holders Change %
-3.7%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
49
Increased
185
Reduced
215
Closed
65
Calls
$17.7M
Puts
$29.3M
Net Calls
-$11.6M
Net Calls Change
+$774K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
3
FMI
Fiduciary Management Inc
Wisconsin
+$127M
4
ACM
Abrams Capital Management
Massachusetts
+$60.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$105M
2
HCM
Highfields Capital Management
Massachusetts
-$95.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$75.8M
4
BlackRock
BlackRock
New York
-$64.5M
5
SAM
Southeastern Asset Management
Tennessee
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIPH
226
NN Investment Partners Holdings
Netherlands
$1.45M – – –
NIC
227
Northwest Investment Counselors
Oregon
$1.45M +$47.9K +1,575 +3%
ERSOT
228
Employees Retirement System of Texas
Texas
$1.43M +$122K +4,000 +9%
KFP
229
Keystone Financial Planning
Ohio
$1.42M +$920K +30,236 +185%
Adage Capital Partners
230
Adage Capital Partners
Massachusetts
$1.41M -$8.44M -277,400 -86%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$1.36M -$107K -3,509 -7%
Two Sigma Investments
232
Two Sigma Investments
New York
$1.36M +$697K +22,925 +106%
LPL Financial
233
LPL Financial
California
$1.36M +$758K +24,942 +127%
ACC
234
Accident Compensation Corp
New Zealand
$1.35M – – –
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$1.34M -$44.4K -1,459 -3%
MSA
236
Mason Street Advisors
Wisconsin
$1.31M -$53K -1,744 -4%
CICI
237
Capital Investment Counsel Inc
North Carolina
$1.27M -$110K -3,620 -8%
Group One Trading
238
Group One Trading
Illinois
$1.26M -$3.8K -125 -0.3%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$1.26M +$5.23K +172 +0.4%
BWM
240
Brickley Wealth Management
California
$1.26M -$239K -7,873 -16%
GIA
241
GHP Investment Advisors
Colorado
$1.25M -$183K -6,015 -13%
PAM
242
Peninsula Asset Management
Florida
$1.24M -$8.06K -265 -0.6%
OPCM
243
Osborne Partners Capital Management
California
$1.22M +$217K +7,147 +22%
MOACM
244
Mutual of America Capital Management
New York
$1.2M -$45.5K -1,496 -4%
AB
245
Amalgamated Bank
New York
$1.2M -$48.7K -1,602 -4%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$1.18M +$1.04M +34,149 +712%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$1.17M -$3.38K -111 -0.3%
LB
248
Landmark Bank
Missouri
$1.14M +$14.2K +466 +1%
RIM
249
Redpoint Investment Management
Australia
$1.14M – – –
LMAM
250
Legg Mason Asset Management
Japan
$1.12M -$572K -18,800 -34%
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