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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 %
Envestnet Asset Management
551
Envestnet Asset Management
Illinois
– -$5.33M -166,435 Closed
BA
552
Bridgewater Associates
Connecticut
– -$5.19M -161,862 Closed
PTC
553
Philadelphia Trust Company
Pennsylvania
– -$4.57M -142,505 Closed
UCFA
554
United Capital Financial Advisors
Texas
– -$3.79M -118,196 Closed
OAM
555
Oxford Asset Management
United Kingdom
– -$2.86M -88,886 Closed
BRCM
556
Bright Rock Capital Management
Massachusetts
– -$2.72M -85,000 Closed
PIA
557
Piedmont Investment Advisors
North Carolina
– -$2.29M -71,433 Closed
HA
558
Hamel Associates
New Jersey
– -$2.11M -65,975 Closed
NERM
559
New England Research & Management
Illinois
– -$1.79M -55,990 Closed
Balyasny Asset Management
560
Balyasny Asset Management
Illinois
– -$1.33M -41,369 Closed
EMG
561
ETF Managers Group
New Jersey
– -$1.66K -38,360 Closed
Boston Partners
562
Boston Partners
Massachusetts
– -$1.2M -37,515 Closed
QC
563
Quadrature Capital
United Kingdom
– -$985K -30,729 Closed
CG
564
Clinton Group
New York
– -$975K -30,409 Closed
EMG
565
Ellington Management Group
Connecticut
– -$904K -28,200 Closed
CIBC Private Wealth Group
566
CIBC Private Wealth Group
Georgia
– -$637K -19,861 Closed
CC
567
Cipher Capital
New York
– -$553K -17,258 Closed
PP
568
Prudential plc
United Kingdom
– -$549K -17,100 Closed
Arrowstreet Capital
569
Arrowstreet Capital
Massachusetts
– -$548K -17,100 Closed
Susquehanna International Group
570
Susquehanna International Group
Pennsylvania
– -$536K -16,711 Closed
SCC
571
Spring Creek Capital
Kansas
– -$525K -16,384 Closed
MYAM
572
Meiji Yasuda Asset Management
Japan
– -$524K -16,360 Closed
Holocene Advisors
573
Holocene Advisors
New York
– -$516K -16,088 Closed
Brown Advisory
574
Brown Advisory
Maryland
– -$474K -14,802 Closed
PI
575
PineBridge Investments
New York
– -$471K -14,700 Closed
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