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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 %
RJT
326
Raymond James Trust
Florida
$492K -$3.31K -109 -0.7%
WG
327
Winton Group
United Kingdom
$474K -$8.75M -287,677 -95%
SAM
328
Silvercrest Asset Management
New York
$473K +$547 +18 +0.1%
LFA
329
Legacy Financial Advisors
Kentucky
$460K +$460K +15,140 New
Wellington Management Group
330
Wellington Management Group
Massachusetts
$457K +$204K +6,730 +81%
MIFH
331
Migdal Insurance & Financial Holdings
Israel
$447K +$57.3K +1,884 +15%
AC
332
Abbrea Capital
California
$444K -$153 -5 -0%
VF
333
Virtu Financial
New York
$442K +$442K +14,519 New
TCM
334
Teza Capital Management
Illinois
$438K -$861K -28,298 -66%
Public Sector Pension Investment Board (PSP Investments)
335
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$435K -$119K -3,900 -21%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$432K – – –
NHC
337
Nicholas Hoffman & Company
Georgia
$431K +$4.11K +135 +1%
PP
338
Paloma Partners
Connecticut
$424K +$424K +13,957 New
LIM
339
Loudon Investment Management
New Hampshire
$423K +$423K +13,910 New
FMBTD
340
First Midwest Bank Trust Division
Illinois
$422K +$19.8K +651 +5%
Kayne Anderson Rudnick Investment Management
341
Kayne Anderson Rudnick Investment Management
California
$419K – – –
RI
342
Ridgewood Investments
New Jersey
$417K +$79.9K +2,625 +24%
GIA
343
Gateway Investment Advisers
Ohio
$416K +$2.04K +67 +0.5%
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$416K +$9.21K +303 +2%
BTW
345
Boston Trust Walden
Massachusetts
$405K – – –
KRS
346
Kentucky Retirement Systems
Kentucky
$396K -$15.6K -514 -4%
BCM
347
BlueCrest Capital Management
Jersey
$395K -$105K -3,442 -21%
PCM
348
Poehling Capital Management
Wisconsin
$394K +$79.3K +2,610 +25%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$393K -$6.67K -219 -2%
HK
350
Horizon Kinetics
New York
$389K +$14.9K +490 +4%
12 13
14
15 16