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Franklin Resources
BEN

Overview Fund Activity

543 hedge funds and large institutions have $11.3B invested in Franklin Resources in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 228 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-15
Holders Change %
-2.69%
% of All Funds
14.49%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
54
Increased
181
Reduced
228
Closed
66
Calls
$168M
Puts
$233M
Net Calls
-$64.6M
Net Calls Change
-$37.7M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$310M
2
Pzena Investment Management
Pzena Investment Management
New York
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
4
APG Asset Management
APG Asset Management
Netherlands
$47.4M
5
Select Equity Group
Select Equity Group
New York
$80.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
2
PTC
Provident Trust Company
Wisconsin
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$21.3M
4
WG
Winton Group
United Kingdom
$29.8M
5
Brown Advisory
Brown Advisory
Maryland
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
476
IFP Advisors
Florida
$64K -$23.4K -703 -27%
MFS
477
MSI Financial Services
Massachusetts
$60K +$2.32K +59 +4%
CYG
478
Clean Yield Group
Vermont
$60K +$60K +1,500 New
GLI
479
Guardian Life Insurance
New York
$55K -$15.6K -397 -22%
FAM
480
Fred Alger Management
New York
$52K +$4.91K +125 +10%
LWCFA
481
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$19.2K -496 -29%
EDRH
482
Edmond de Rothschild Holding
Switzerland
$47K -$8.23K -210 -15%
EDRS
483
Edmond de Rothschild (Suisse)
Switzerland
$47K – – –
SBL
484
Sargent Bickham Lagudis
Colorado
$46K +$46K +1,169 New
CTC
485
Central Trust Company
Missouri
$45K -$50.8K -1,305 -53%
SAMC
486
Shinko Asset Management Company
Japan
$44K – – –
CFG
487
Citizens Financial Group
Rhode Island
$43K -$21.8K -561 -34%
CFA
488
Carroll Financial Associates
North Carolina
$42K -$2.22K -57 -5%
TRCT
489
Tower Research Capital (TRC)
New York
$40K +$40K +1,017 New
HR
490
Howe & Rusling
New York
$39K -$6.86K -174 -15%
ASN
491
Advisory Services Network
Georgia
$35K +$25.9K +668 +287%
SNT
492
Security National Trust
West Virginia
$32K – – –
GWM
493
Geneos Wealth Management
Colorado
$30K +$30K +765 New
SSB
494
Sandy Spring Bank
Maryland
$27K -$13.6K -350 -34%
WAM
495
Wealthspire Advisors (Maryland)
Maryland
$24K -$1.54K -40 -6%
NFG
496
Next Financial Group
Texas
$24K +$3.41K +89 +17%
S
497
SignatureFD
Georgia
$24K +$11.2K +285 +87%
ATC
498
Adirondack Trust Company
New York
$22K – – –
Simplex Trading
499
Simplex Trading
Illinois
$20K -$67.6K -1,764 -77%
BAM
500
Brave Asset Management
New Jersey
$20K – – –
18 19
20
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