BEN icon

Franklin Resources
BEN

Overview Fund Activity

519 hedge funds and large institutions have $9.4B invested in Franklin Resources in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-24
Holders Change %
-4.42%
% of All Funds
13.87%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
45
Increased
171
Reduced
211
Closed
64
Calls
$107M
Puts
$159M
Net Calls
-$51.4M
Net Calls Change
+$13.1M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$533M
2
Morgan Stanley
Morgan Stanley
New York
$238M
3
Select Equity Group
Select Equity Group
New York
$111M
4
Macquarie Group
Macquarie Group
Australia
$44.4M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.4M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$100M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.42M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$939M
5
TBC
Three Bays Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$26K +$5.34K +158 +26%
CFG
477
Citizens Financial Group
Rhode Island
$25K -$11.6K -350 -32%
GWM
478
Geneos Wealth Management
Colorado
$25K – – –
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$21K – – –
SSB
480
Sandy Spring Bank
Maryland
$20K -$3.13K -94 -14%
OFS
481
Orrstown Financial Services
Pennsylvania
$20K +$20K +585 New
ATC
482
Adirondack Trust Company
New York
$19K – – –
EWM
483
Endurance Wealth Management
Rhode Island
$18K – – –
HR
484
Howe & Rusling
New York
$16K -$17K -510 -52%
FANJ
485
Financial Architects (New Jersey)
New Jersey
$16K +$5.22K +160 +48%
IWM
486
Integrated Wealth Management
California
$14K -$71.2K -2,181 -84%
GAM
487
Gemmer Asset Management
California
$14K +$1.05K +31 +8%
AC
488
Alexandria Capital
Virginia
$12K – – –
Simplex Trading
489
Simplex Trading
Illinois
$11K -$5.36K -171 -33%
CHC
490
City Holding Co
West Virginia
$10K +$2.98K +89 +42%
MA
491
MCF Advisors
Kentucky
$9K – – –
SFG
492
SevenBridge Financial Group
Pennsylvania
$9K +$9K +275 New
RFA
493
Reilly Financial Advisors
California
$7K – – –
CA
494
Commerzbank Aktiengesellschaft
Germany
$6.37K -$3.99K -119,681 -39%
QCG
495
Quadrant Capital Group
Ohio
$6K -$2.13K -99 -26%
EFSCE
496
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$2.87K -89 -32%
ZB
497
Zions Bancorporation
Utah
$6K – – –
FIB
498
First Interstate Bank
Montana
$6K – – –
Loomis, Sayles & Company
499
Loomis, Sayles & Company
Massachusetts
$5K -$3.75K -117 -43%
NC
500
NewSquare Capital
Pennsylvania
$5K -$816 -24 -14%
18 19
20
21 22