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Franklin Resources
BEN

Overview Fund Activity

526 hedge funds and large institutions have $7.06B invested in Franklin Resources in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-40
Holders Change %
-7.07%
% of All Funds
11.55%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
50
Increased
165
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$116M
2
Millennium Management
Millennium Management
New York
$47.3M
3
Victory Capital Management
Victory Capital Management
Texas
$58.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$64.4M
5
Ameriprise
Ameriprise
Minnesota
$182M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$476M
3
Pzena Investment Management
Pzena Investment Management
New York
$0
4
APG Asset Management
APG Asset Management
Netherlands
$122M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
526
Pzena Investment Management
New York
– -$74.2M -2,131,018 Closed
CCM
527
Compass Capital Management
Minnesota
– -$30M -861,930 Closed
SJIC
528
St. James Investment Company
Texas
– -$25.8M -742,401 Closed
Two Sigma Investments
529
Two Sigma Investments
New York
– -$10.1M -289,515 Closed
N
530
Natixis
France
– -$5.28M -151,780 Closed
QIM
531
Quantitative Investment Management
Virginia
– -$4.81M -138,126 Closed
HA
532
Heartland Advisors
Wisconsin
– -$4.58M -131,714 Closed
CBOA
533
Commonwealth Bank of Australia
Australia
– -$4.29M -123,307 Closed
CWS
534
Cypress Wealth Services
California
– -$4.22M -121,140 Closed
WAM
535
Wakefield Asset Management
Colorado
– -$3.42M -98,300 Closed
OAM
536
Oxford Asset Management
United Kingdom
– -$2.84M -81,457 Closed
CC
537
Cipher Capital
New York
– -$2.24M -64,368 Closed
Lazard Asset Management
538
Lazard Asset Management
New York
– -$1.64M -46,999 Closed
AIM
539
Axiom Investment Management
New York
– -$1.62M -46,382 Closed
MML Investors Services
540
MML Investors Services
Massachusetts
– -$1.41M -40,380 Closed
Natixis Advisors
541
Natixis Advisors
Massachusetts
– -$1.23M -35,347 Closed
KP
542
Keel Point
Alabama
– -$990K -28,454 Closed
SCM
543
Sterling Capital Management
North Carolina
– -$985K -28,300 Closed
LCM
544
Landscape Capital Management
New Jersey
– -$880K -25,298 Closed
BF
545
BOK Financial
Oklahoma
– -$664K -19,078 Closed
SIM
546
Sentry Investment Management
Wisconsin
– -$662K -19,016 Closed
TEE
547
Tibra Equities Europe
United Kingdom
– -$525K -15,100 Closed
LFA
548
Legacy Financial Advisors
Kentucky
– -$518K -14,898 Closed
WS
549
Wedbush Securities
California
– -$470K -13,505 Closed
ERSOT
550
Employees Retirement System of Texas
Texas
– -$452K -13,000 Closed
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