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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $9.68B invested in Franklin Resources in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 223 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
13.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
45
Increased
143
Reduced
223
Closed
46
Calls
$96.5M
Puts
$108M
Net Calls
-$11.9M
Net Calls Change
+$39.5M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$689M
2
State Street
State Street
Massachusetts
$711M
3
Morgan Stanley
Morgan Stanley
New York
$286M
4
KP
Kiltearn Partners
United Kingdom
$195M
5
APG Asset Management
APG Asset Management
Netherlands
$70.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$208M
2
HCM
Herndon Capital Management
Georgia
$113K
3
ClearBridge Investments
ClearBridge Investments
New York
$4.21M
4
American Century Companies
American Century Companies
Missouri
$43.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
501
Parkside Financial Bank & Trust
Missouri
$4K – – –
TC
502
Trust Company
Kansas
$4K – – –
BFEC
503
Benjamin F. Edwards & Company
Missouri
$3K – – –
AP
504
Atwood & Palmer
Missouri
$3K +$3K +81 New
FANJ
505
Financial Architects (New Jersey)
New Jersey
$2K -$12K -420 -86%
JCM
506
Jacobi Capital Management
Pennsylvania
$2K – – –
TWA
507
TCI Wealth Advisors
Arizona
$2K – – –
PRS
508
Pinkerton Retirement Specialists
Idaho
$2K +$444 +10 +29%
CB
509
Community Bank
New York
$2K +$2K +56 New
QAM
510
QCI Asset Management
New York
$1K – – –
VCM
511
Versant Capital Management
Arizona
$1K – – –
WIC
512
Woodmont Investment Counsel
Tennessee
$1K +$1K +28 New
SBL
513
Sargent Bickham Lagudis
Colorado
$46 – – –
Adage Capital Partners
514
Adage Capital Partners
Massachusetts
– -$6.71M -201,171 Closed
GC
515
Grimes & Company
Massachusetts
– -$3.18M -95,415 Closed
IP
516
Interval Partners
New York
– -$1.71M -51,151 Closed
TH
517
Timber Hill
Connecticut
– -$1.6M -47,884 Closed
NFG
518
NewFocus Financial Group
Washington
– -$1.35M -40,359 Closed
Verition Fund Management
519
Verition Fund Management
Connecticut
– -$1.32M -39,463 Closed
QSS
520
Quantitative Systematic Strategies
Florida
– -$827K -25,473 Closed
HA
521
Harfst & Associates
Wyoming
– -$839K -25,156 Closed
FP
522
FDO Partners
Massachusetts
– -$800K -23,971 Closed
Susquehanna International Group
523
Susquehanna International Group
Pennsylvania
– -$707K -21,177 Closed
KPF
524
K2 Principal Fund
Ontario, Canada
– -$632K -18,948 Closed
NI
525
Numeric Investors
Massachusetts
– -$617K -18,500 Closed
19 20
21
22 23