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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 %
QSS
576
Quantitative Systematic Strategies
Florida
– -$469K -14,629 Closed
CM
577
Columbus Macro
Pennsylvania
– -$451K -14,011 Closed
BCP
578
Blackhawk Capital Partners
Wisconsin
– -$437K -13,647 Closed
MYLI
579
Meiji Yasuda Life Insurance
Japan
– -$370K -11,550 Closed
UFF
580
USA Financial Formulas
Michigan
– -$352K -10,136 Closed
CANY
581
Caxton Associates (New York)
New York
– -$267K -8,329 Closed
CA
582
Cynosure Advisors
Utah
– -$257K -8,023 Closed
CL
583
CIM LLC
New York
– -$257K -8,005 Closed
BOS
584
Bingham Osborn & Scarborough
California
– -$234K -7,289 Closed
RIL
585
Rothschild Investment LLC
Illinois
– -$233K -7,255 Closed
Cerity Partners
586
Cerity Partners
New York
– -$229K -7,141 Closed
V
587
Veritable
Delaware
– -$226K -7,060 Closed
PA
588
Profund Advisors
Maryland
– -$213K -6,639 Closed
LC
589
Loews Corp
New York
– -$208K -6,486 Closed
PCMC
590
Paragon Capital Management (Colorado)
Colorado
– -$205K -6,387 Closed
FT
591
Fiduciary Trust
Massachusetts
– -$203K -6,364 Closed
Fiera Capital (Canada)
592
Fiera Capital (Canada)
Quebec, Canada
– -$203K -6,343 Closed
Twin Tree Management
593
Twin Tree Management
Texas
– -$191K -5,962 Closed
JIM
594
Jupiter Investment Management
United Kingdom
– -$176K -5,520 Closed
Simplex Trading
595
Simplex Trading
Illinois
– -$107K -3,347 Closed
RWP
596
RWA Wealth Partners
Massachusetts
– -$48K -1,500 Closed
MPPLM
597
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$39K -1,215 Closed
WT
598
Washington Trust
Rhode Island
– -$38K -1,200 Closed
IWP
599
Icon Wealth Partners
Texas
– -$17K -536 Closed
MA
600
MCF Advisors
Kentucky
– -$9K -267 Closed
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