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Franklin Resources
BEN

Overview Fund Activity

480 hedge funds and large institutions have $5.07B invested in Franklin Resources in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
9.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
60
Increased
164
Reduced
177
Closed
54
Calls
$17M
Puts
$25.1M
Net Calls
-$8.11M
Net Calls Change
-$770K

Top Buyers

1
State Street
State Street
Massachusetts
$676M
2
BlackRock
BlackRock
New York
$608M
3
PP
Prudential plc
United Kingdom
$97.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
ProShare Advisors
ProShare Advisors
Maryland
$105M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$653M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$168M
3
Norges Bank
Norges Bank
Norway
$17.8M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
BCM
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
501
Angeles Investment Advisors
California
– -$219K -11,849 Closed
CCM
502
Cadence Capital Management
Massachusetts
– -$196K -11,734 Closed
LAM
503
L2 Asset Management
Massachusetts
– -$190K -11,380 Closed
EHC
504
Everett Harris & Co
California
– -$188K -11,276 Closed
GG
505
Greenwood Gearhart
Arkansas
– -$185K -11,084 Closed
UH
506
Unigestion Holding
Switzerland
– -$174K -10,436 Closed
BBA
507
BLB&B Advisors
Pennsylvania
– -$169K -10,125 Closed
PRC
508
Pearl River Capital
Michigan
– -$141K -8,440 Closed
WAM
509
Wolverine Asset Management
Illinois
– -$100K -6,036 Closed
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
– -$35K -2,117 Closed
BAM
511
Barrett Asset Management
New York
– -$33K -2,000 Closed
CA
512
Clearstead Advisors
Ohio
– -$11K -675 Closed
KPW
513
Kore Private Wealth
New York
– -$9K -569 Closed
H
514
Hexavest
Quebec, Canada
– -$8K -491 Closed
CFFP
515
Center for Financial Planning
Michigan
– -$6K -379 Closed
BII
516
Bainco International Investors
Massachusetts
– -$6K -351 Closed
PW
517
Price Wealth
Texas
– -$4K -235 Closed
WQ
518
Wealth Quarterback
New Jersey
– -$3.85K -231 Closed
SNT
519
Security National Trust
West Virginia
– -$2K -122 Closed
CAN
520
Claraphi Advisory Network
United States
– -$2K -94 Closed
MCM
521
MV Capital Management
Maryland
– -$1K -89 Closed
BGIM
522
Brandywine Global Investment Management
Pennsylvania
– -$2K -81 Closed
CWA
523
Core Wealth Advisors
Florida
– -$1K -81 Closed
BWM
524
BerganKDV Wealth Management
Minnesota
– -$1K -48 Closed
PFSC
525
Peoples Financial Services Corp
Pennsylvania
– -$1K -30 Closed
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