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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 %
SI
426
Sprott Inc
Ontario, Canada
$6.34K +$501 +30,000 +9%
CYG
427
Clean Yield Group
Vermont
$6K – – –
AIM
428
AIA Investment Management
Singapore
$6K – – –
PFBT
429
Parkside Financial Bank & Trust
Missouri
$6K +$2.91K +184 +94%
BII
430
Bainco International Investors
Massachusetts
$6K +$6K +351 New
CFFP
431
Center for Financial Planning
Michigan
$6K +$6K +379 New
TCOV
432
Trust Company of Vermont
Vermont
$5K – – –
M
433
Mirova
France
$5K – – –
FHA
434
Flagship Harbor Advisors
Massachusetts
$5K +$1.67K +100 +50%
MAM
435
Meeder Asset Management
Ohio
$5K +$3.48K +193 +230%
OPS
436
Orion Portfolio Solutions
Nebraska
$4K -$1.43K -94 -26%
CCM
437
Covington Capital Management
California
$4K – – –
RFA
438
Reilly Financial Advisors
California
$4K – – –
CHC
439
City Holding Co
West Virginia
$4K – – –
LC
440
Lindbrook Capital
California
$4K +$988 +63 +33%
PW
441
Price Wealth
Texas
$4K +$3.15K +185 +370%
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4K +210 New
WQ
443
Wealth Quarterback
New Jersey
$3.85K -$1.33K -80 -26%
EARNEST Partners
444
EARNEST Partners
Georgia
$3K – – –
DAM
445
Delta Asset Management
Tennessee
$3K – – –
ATC
446
Adirondack Trust Company
New York
$3K – – –
TFO
447
Tarbox Family Office
California
$3K +$2.11K +136 +239%
CI
448
CX Institutional
Indiana
$3K +$3K +151 New
GWS
449
Glassman Wealth Services
Virginia
$3K +$2.75K +174 +1,088%
EW
450
Evoke Wealth
California
$2.77K +$793 +47 +40%
16 17
18
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