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Franklin Resources
BEN

Overview Fund Activity

482 hedge funds and large institutions have $4.73B invested in Franklin Resources in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 167 increasing their positions, 168 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
59
Increased
167
Reduced
168
Closed
54
Calls
$10.5M
Puts
$22.8M
Net Calls
-$12.2M
Net Calls Change
-$4.12M

Top Buyers

1
ACL
Azora Capital LP
Florida
$25.1M
2
GC
Gillson Capital
Illinois
$20M
3
AIM
Artemis Investment Management
United Kingdom
$17.8M
4
Canada Life
Canada Life
Manitoba, Canada
$36M
5
Two Sigma Investments
Two Sigma Investments
New York
$26.3M

Top Sellers

1
State Street
State Street
Massachusetts
$567M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$101M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$10M
4
Invesco
Invesco
Georgia
$67.3M
5
ACM
Abrams Capital Management
Massachusetts
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
426
RBC Europe
United Kingdom
$10.7K – – –
ST
427
Smithfield Trust
Pennsylvania
$10K – – –
HCM
428
Highlander Capital Management
New Jersey
$10K – – –
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$9K -$18.6K -916 -67%
LC
430
Lindbrook Capital
California
$9K – – –
AssetMark Inc
431
AssetMark Inc
California
$8K – – –
CYG
432
Clean Yield Group
Vermont
$7K – – –
AIM
433
AIA Investment Management
Singapore
$7K – – –
CI
434
CX Institutional
Indiana
$7K +$1.06K +52 +18%
VFA
435
Valeo Financial Advisors
Indiana
$6K – – –
FWM
436
Focused Wealth Management
New York
$6K +$78 +4 +1%
CCM
437
Covington Capital Management
California
$5K – – –
ETC
438
Exchange Traded Concepts
Oklahoma
$5K +$2.78K +128 +125%
Millennium Management
439
Millennium Management
New York
$4.21K -$679 -33,372 -14%
HR
440
Howe & Rusling
New York
$4K -$704 -35 -15%
EARNEST Partners
441
EARNEST Partners
Georgia
$4K – – –
CHC
442
City Holding Co
West Virginia
$4K – – –
DAM
443
Delta Asset Management
Tennessee
$4K – – –
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
EWA
445
Evolution Wealth Advisors
Florida
$4K – – –
FFA
446
Founders Financial Alliance
North Carolina
$4K +$4K +138 New
JWM
447
Janiczek Wealth Management
Colorado
$4K +$4K +192 New
NFSG
448
Newbridge Financial Services Group
Florida
$4K +$4K +200 New
SLF
449
Sun Life Financial
Ontario, Canada
$3K -$524K -27,447 -99%
EW
450
Evoke Wealth
California
$3K -$552 -23 -16%
16 17
18
19 20