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Franklin Resources
BEN

Overview Fund Activity

550 hedge funds and large institutions have $10.8B invested in Franklin Resources in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 164 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
13.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
57
Increased
164
Reduced
242
Closed
45
Calls
$323M
Puts
$106M
Net Calls
+$217M
Net Calls Change
+$67.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$836M
2
Citadel Advisors
Citadel Advisors
Florida
+$63.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$56.4M
4
Select Equity Group
Select Equity Group
New York
+$36.4M
5
Invesco
Invesco
Georgia
+$34.3M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$214M
2
Renaissance Technologies
Renaissance Technologies
New York
-$38.5M
3
AI
Ariel Investments
Illinois
-$23.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$18.4M
5
Barclays
Barclays
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
551
Marshall Wace
United Kingdom
– -$4.89M -123,652 Closed
D.E. Shaw & Co
552
D.E. Shaw & Co
New York
– -$3.25M -82,004 Closed
BA
553
Bridgewater Associates
Connecticut
– -$2.62M -66,300 Closed
WI
554
WBI Investments
New Jersey
– -$2.45M -61,783 Closed
HAI
555
Hennessy Advisors Inc
California
– -$2.08M -52,600 Closed
SSG
556
Summit Securities Group
New York
– -$2.08M -52,500 Closed
QIM
557
Quantitative Investment Management
Virginia
– -$1.76M -44,400 Closed
MM
558
Midas Management
New York
– -$1.45M -36,700 Closed
Two Sigma Investments
559
Two Sigma Investments
New York
– -$1.3M -32,743 Closed
PP
560
Paloma Partners
Connecticut
– -$1.29M -32,483 Closed
PTC
561
Philadelphia Trust Company
Pennsylvania
– -$1.03M -26,000 Closed
CIM
562
Calvert Investment Management
Maryland
– -$935K -23,614 Closed
EI
563
Elkhorn Investments
Illinois
– -$826K -20,861 Closed
CSS
564
Cubist Systematic Strategies
Connecticut
– -$792K -20,012 Closed
BMO
565
Beck Mack & Oliver
New York
– -$721K -18,225 Closed
Tudor Investment Corp
566
Tudor Investment Corp
Connecticut
– -$608K -15,351 Closed
VF
567
Virtu Financial
New York
– -$520K -13,133 Closed
BIG
568
Bellwether Investment Group
Tennessee
– -$485K -12,245 Closed
HAG
569
HighPoint Advisor Group
Illinois
– -$470K -10,828 Closed
IAA
570
Ironsides Asset Advisors
North Carolina
– -$427K -10,800 Closed
CIP
571
Convergence Investment Partners
Florida
– -$311K -7,856 Closed
DP
572
DSAM Partners
United Kingdom
– -$310K -7,843 Closed
SEC
573
Seven Eight Capital
New York
– -$257K -6,500 Closed
MIS
574
Morningstar Investment Services
Illinois
– -$242K -6,120 Closed
Jennison Associates
575
Jennison Associates
New York
– -$225K -5,685 Closed
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