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Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $7.37B invested in Franklin Resources in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 235 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.41%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
80
Increased
160
Reduced
235
Closed
66
Calls
$37M
Puts
$31.7M
Net Calls
+$5.29M
Net Calls Change
+$16.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$167M
2
LCOV
London Company of Virginia
Virginia
+$108M
3
State Street
State Street
Massachusetts
+$42.9M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$20.6M
5
SCM
Shelton Capital Management
Colorado
+$20.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.5M
3
HCM
Highfields Capital Management
Massachusetts
-$45.7M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$40.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
301
BOK Financial
Oklahoma
$588K -$31.9K -1,077 -5%
PA
302
Pinnacle Associates
New York
$581K -$70.5K -2,379 -11%
HFS
303
Haverford Financial Services
Pennsylvania
$578K – – –
CFA
304
Carroll Financial Associates
North Carolina
$571K +$66.8K +2,200 +13%
I2I
305
Insight 2811 Inc
Illinois
$568K -$231K -7,800 -29%
II
306
IFM Investors
Australia
$568K +$31.6K +1,064 +6%
JA
307
JLB & Associates
Michigan
$555K -$44.5K -1,500 -7%
KP
308
Keel Point
Alabama
$553K +$553K +18,629 New
RGI
309
River Global Investors
United Kingdom
$552K – – –
HTC
310
Haverford Trust Company
Pennsylvania
$537K – – –
TCM
311
Twin Capital Management
Pennsylvania
$534K -$1.39M -46,696 -72%
M&T Bank
312
M&T Bank
New York
$504K +$15.4K +518 +3%
OAMU
313
Ostrum Asset Management US
New York
$501K +$501K +16,905 New
BAM
314
Boyar Asset Management
New York
$497K +$253K +8,523 +104%
BBHC
315
Brown Brothers Harriman & Co
New York
$490K +$8.74K +295 +2%
SAM
316
Silvercrest Asset Management
New York
$485K +$23.7K +801 +5%
COPPSERS
317
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$482K -$263K -8,851 -35%
Wellington Management Group
318
Wellington Management Group
Massachusetts
$469K +$22.7K +765 +5%
Public Sector Pension Investment Board (PSP Investments)
319
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$469K +$44.5K +1,500 +10%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$463K -$68.3K -2,300 -13%
Macquarie Group
321
Macquarie Group
Australia
$462K -$35.5K -1,200 -7%
WB
322
WesBanco Bank
West Virginia
$461K -$54.2K -1,825 -11%
GF
323
Gabelli Funds
New York
$460K +$460K +15,500 New
WF
324
Welch & Forbes
Massachusetts
$445K -$174K -5,865 -28%
LFA
325
Legacy Financial Advisors
Kentucky
$440K -$8.9K -300 -2%
11 12
13
14 15