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Franklin Resources
BEN

Overview Fund Activity

476 hedge funds and large institutions have $4.07B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-40
Holders Change %
-7.75%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
60
Increased
183
Reduced
156
Closed
93
Calls
$7.58M
Puts
$14.9M
Net Calls
-$7.34M
Net Calls Change
+$6.19M

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$115M
2
PP
Prudential plc
United Kingdom
+$58M
3
State Street
State Street
Massachusetts
+$53.6M
4
Invesco
Invesco
Georgia
+$37.7M
5
PPA
Parametric Portfolio Associates
Washington
+$19.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60M
3
APG Asset Management
APG Asset Management
Netherlands
-$33.7M
4
EIC
Equity Investment Corp
Georgia
-$31M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$212K – – –
LFASL
327
Lugano Financial Advisors SA (LFA)
Switzerland
$212K – – –
NERM
328
New England Research & Management
Illinois
$209K – – –
RIM
329
Redpoint Investment Management
Australia
$207K -$532K -31,897 -72%
M&T Bank
330
M&T Bank
New York
$205K +$52.3K +3,139 +34%
Marshall Wace
331
Marshall Wace
United Kingdom
$204K +$7.49K +449 +4%
AIM
332
Anchor Investment Management
South Carolina
$202K +$27.7K +1,661 +16%
CCP
333
Corient Capital Partners
California
$201K +$201K +12,043 New
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$199K -$21.7K -1,300 -10%
CCM
335
Cadence Capital Management
Massachusetts
$196K +$196K +11,734 New
Macquarie Group
336
Macquarie Group
Australia
$194K -$127K -7,594 -40%
PA
337
Pinnacle Associates
New York
$194K -$76.7K -4,605 -28%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$194K – – –
LAM
339
L2 Asset Management
Massachusetts
$190K -$2.54K -152 -1%
RSVP
340
Ramsay Stattman Vela & Price
Colorado
$189K – – –
EHC
341
Everett Harris & Co
California
$188K -$136K -8,150 -42%
WB
342
WesBanco Bank
West Virginia
$188K -$3.92K -235 -2%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$188K +$141K +8,428 +299%
GG
344
Greenwood Gearhart
Arkansas
$185K -$2.28M -136,382 -92%
BFO
345
Biltmore Family Office
North Carolina
$183K -$24.6K -1,449 -12%
Rafferty Asset Management
346
Rafferty Asset Management
New York
$182K -$576K -34,455 -76%
GIM
347
Grassi Investment Management
California
$180K – – –
FIB
348
First Interstate Bank
Montana
$180K +$334 +20 +0.2%
V
349
Veritable
Delaware
$177K +$177K +10,579 New
AF
350
Allworth Financial
California
$174K +$31.9K +1,905 +22%
12 13
14
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