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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 %
II
376
Inspire Investing
Idaho
$322K +$13.9K +458 +5%
FHB
377
First Hawaiian Bank
Hawaii
$314K +$314K +10,336 New
BFA
378
Bragg Financial Advisors
North Carolina
$313K – – –
RWA
379
Ropes Wealth Advisors
Massachusetts
$307K – – –
BBA
380
BLB&B Advisors
Pennsylvania
$307K +$79.3K +2,607 +35%
GBBWRPM
381
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$304K +$304K +10,000 New
B
382
Barings
North Carolina
$302K – – –
Mirae Asset Global Investments
383
Mirae Asset Global Investments
South Korea
$301K +$301K +9,882 New
APFBOT
384
Amica Pension Fund Board of Trustees
Rhode Island
$298K – – –
MF
385
Magnetar Financial
Illinois
$291K +$291K +9,577 New
ACP
386
Ashfield Capital Partners
California
$290K -$1.18M -38,595 -80%
GIM
387
Greenwich Investment Management
Connecticut
$288K -$6.84K -225 -2%
Neuberger Berman Group
388
Neuberger Berman Group
New York
$283K -$9.12K -300 -3%
CAN
389
Cetera Advisor Networks
California
$281K -$28.7K -947 -9%
CI
390
Cigna Investments
Connecticut
$279K -$18.3K -600 -6%
RCA
391
Rowland Carmichael Advisors
Arizona
$278K – – –
Two Sigma Advisers
392
Two Sigma Advisers
New York
$274K -$179K -5,900 -40%
BLAM
393
Bourne Lent Asset Management
New York
$269K – – –
DSAM
394
Dock Street Asset Management
Florida
$269K – – –
SRIM
395
Saratoga Research & Investment Management
California
$269K +$269K +8,830 New
SB
396
Suntrust Banks
Georgia
$262K -$120K -3,941 -31%
LTFS
397
Ladenburg Thalmann Financial Services
Florida
$258K -$151K -4,975 -37%
SW
398
SVB Wealth
Massachusetts
$255K -$103K -3,366 -29%
RW
399
Rand Wealth
Maryland
$255K – – –
LFASL
400
Lugano Financial Advisors SA (LFA)
Switzerland
$255K +$71.1K +2,335 +39%
14 15
16
17 18