We are live on ! Find out more
BEN icon

Franklin Resources

527 hedge funds and large institutions have $7.06B invested in Franklin Resources in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% less ownership

Funds ownership: 50.7%48.68% (-2%)

7% less funds holding

Funds holding: 567527 (-40)

21% less capital invested

Capital invested by funds: $8.92B → $7.06B (-$1.86B)

21% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 210

29% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $41.9M

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 88

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
527
Holders Change
-40
Holders Change %
-7.05%
% of All Funds
11.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
50
Increased
166
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$55.4M -$886K -28,987 -1%
UBS AM
27
UBS AM
Illinois
$52.1M -$1.49M -48,632 -3%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$51.9M +$3.54M +115,812 +7%
GFA
29
Gallagher Fiduciary Advisors
Illinois
$50.3M -$1.44M -47,166 -3%
Millennium Management
30
Millennium Management
New York
$47.3M +$50.1M +1,638,249 New
BCM
31
Bridgeway Capital Management
Texas
$44.5M
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$41.7M +$3.15M +103,100 +8%
N
33
Nuveen
North Carolina
$38M -$1.32M -43,208 -3%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$37.9M +$19M +623,031 +90%
EIC
35
Equity Investment Corp
Georgia
$37.2M -$2.89M -94,455 -7%
PCM
36
Polaris Capital Management
Massachusetts
$36.6M +$1.18M +38,500 +3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$35.8M +$1.11M +36,184 +3%
PPA
38
Parametric Portfolio Associates
Washington
$32.9M -$5.33M -174,502 -13%
American Century Companies
39
American Century Companies
Missouri
$31.5M +$10.7M +349,428 +47%
AQR Capital Management
40
AQR Capital Management
Connecticut
$31M +$20.7M +677,778 +168%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$29.9M -$2.89M -94,585 -8%
WCM
42
Wedge Capital Management
North Carolina
$27.9M +$4.53M +148,143 +18%
Barclays
43
Barclays
United Kingdom
$26.2M -$29.9M -977,969 -52%
Axa
44
Axa
France
$25.9M +$27.4M +897,847 New
SCM
45
Shelton Capital Management
Colorado
$25.2M -$24.8M -810,000 -48%
Franklin Resources
46
Franklin Resources
California
$25.1M -$1.14M -37,254 -4%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$25M -$7.42M -242,752 -22%
Deutsche Bank
48
Deutsche Bank
Germany
$21.9M -$25.2M -825,558 -52%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$21.5M +$3.52M +115,032 +18%
MCM
50
Moerus Capital Management
New York
$21.2M -$4.28M -139,919 -16%