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Franklin Resources
BEN

Overview Fund Activity

547 hedge funds and large institutions have $7.6B invested in Franklin Resources in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-21
Holders Change %
-3.7%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
49
Increased
185
Reduced
215
Closed
65
Calls
$17.7M
Puts
$29.3M
Net Calls
-$11.6M
Net Calls Change
+$774K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
3
FMI
Fiduciary Management Inc
Wisconsin
+$127M
4
ACM
Abrams Capital Management
Massachusetts
+$60.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$105M
2
HCM
Highfields Capital Management
Massachusetts
-$95.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$75.8M
4
BlackRock
BlackRock
New York
-$64.5M
5
SAM
Southeastern Asset Management
Tennessee
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
EARNEST Partners
527
EARNEST Partners
Georgia
$5K – – –
ATC
528
Adirondack Trust Company
New York
$5K – – –
EFSCE
529
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$1.94K +59 +63%
WPA
530
West Paces Advisors
Georgia
$4.29K – – –
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$4K +$254 +8 +7%
APP
532
Avantax Planning Partners
Iowa
$4K +$4K +116 New
PFBT
533
Parkside Financial Bank & Trust
Missouri
$3K -$983 -38 -25%
TFO
534
Tarbox Family Office
California
$3K – – –
BAM
535
Bruderman Asset Management
New York
$3K +$27 +1 +0.9%
NIM
536
NuWave Investment Management
New Jersey
$3K +$2.21K +75 +278%
RA
537
Rational Advisors
New York
$3K +$2.21K +75 +278%
WWM
538
Wagner Wealth Management
South Carolina
$2K – – –
BWM
539
Baystate Wealth Management
Massachusetts
$2K – – –
PG
540
Proffitt & Goodson
Tennessee
$2K +$2K +75 New
CFG
541
Citizens Financial Group
Rhode Island
$1K – – –
PFSC
542
Peoples Financial Services Corp
Pennsylvania
$1K – – –
TWA
543
TCI Wealth Advisors
Arizona
$1K – – –
VCM
544
Versant Capital Management
Arizona
$1K – – –
AWM
545
Avior Wealth Management
Nebraska
$1K +$958 +23 +2,300%
MCM
546
MV Capital Management
Maryland
$1K +$1K +34 New
SAM
547
Southeastern Asset Management
Tennessee
– -$50.2M -1,566,007 Closed
Select Equity Group
548
Select Equity Group
New York
– -$27.1M -844,570 Closed
D.E. Shaw & Co
549
D.E. Shaw & Co
New York
– -$10M -313,275 Closed
AIA
550
Avalon Investment & Advisory
Texas
– -$5.86M -182,850 Closed
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