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Franklin Resources
BEN

Overview Fund Activity

476 hedge funds and large institutions have $4.07B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-40
Holders Change %
-7.75%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
60
Increased
183
Reduced
156
Closed
93
Calls
$7.58M
Puts
$14.9M
Net Calls
-$7.34M
Net Calls Change
+$6.19M

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$115M
2
PP
Prudential plc
United Kingdom
+$58M
3
State Street
State Street
Massachusetts
+$53.6M
4
Invesco
Invesco
Georgia
+$37.7M
5
PPA
Parametric Portfolio Associates
Washington
+$19.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60M
3
APG Asset Management
APG Asset Management
Netherlands
-$33.7M
4
EIC
Equity Investment Corp
Georgia
-$31M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
526
Ferris Capital
Massachusetts
– -$227K -8,726 Closed
PVWM
527
Point View Wealth Management
New Jersey
– -$225K -8,658 Closed
SW
528
SVB Wealth
Massachusetts
– -$225K -8,644 Closed
Jacobs Levy Equity Management
529
Jacobs Levy Equity Management
New Jersey
– -$219K -8,440 Closed
CIBC World Market
530
CIBC World Market
Ontario, Canada
– -$219K -8,419 Closed
JA
531
JLB & Associates
Michigan
– -$217K -8,380 Closed
FT
532
Fiduciary Trust
Massachusetts
– -$215K -8,249 Closed
ZCM
533
Zebra Capital Management
Connecticut
– -$209K -8,060 Closed
CEP
534
Chicago Equity Partners
Illinois
– -$207K -7,975 Closed
FCBT
535
First Citizens Bank & Trust
North Carolina
– -$202K -7,771 Closed
EP
536
Eudaimonia Partners
Tennessee
– -$191K -7,364 Closed
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
– -$165K -6,365 Closed
DCM
538
Dupont Capital Management
Delaware
– -$161K -6,209 Closed
AA
539
Argent Advisors
Louisiana
– -$155K -6,200 Closed
FMT
540
First Mercantile Trust
Tennessee
– -$136K -5,236 Closed
MME
541
Meag Munich Ergo
Germany
– -$117K -4,539 Closed
AIS
542
Accurate Investment Solutions
Pennsylvania
– -$82K -3,161 Closed
SFS
543
Sowell Financial Services
Arkansas
– -$73K -2,793 Closed
NIM
544
NuWave Investment Management
New Jersey
– -$59K -2,289 Closed
RA
545
Rational Advisors
New York
– -$59K -2,282 Closed
JIR
546
James Investment Research
Ohio
– -$53K -2,025 Closed
TCM
547
Tradewinds Capital Management
Washington
– -$50K -1,935 Closed
GLI
548
Guardian Life Insurance
New York
– -$21K -826 Closed
RIA
549
Realta Investment Advisors
Delaware
– -$16K -589 Closed
FCA
550
FinTrust Capital Advisors
South Carolina
– -$14K -546 Closed
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