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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 %
Mariner
576
Mariner
Kansas
– -$224K -6,428 Closed
CIBC World Market
577
CIBC World Market
Ontario, Canada
– -$221K -6,338 Closed
BJL
578
Brighton Jones LLC
Washington
– -$218K -6,256 Closed
PWAG
579
Polaris Wealth Advisory Group
California
– -$217K -6,204 Closed
KRSITF
580
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$214K -6,139 Closed
BOS
581
Bingham Osborn & Scarborough
California
– -$208K -5,972 Closed
QCM
582
Quest Capital Management
Texas
– -$206K -5,925 Closed
Fiera Capital (Canada)
583
Fiera Capital (Canada)
Quebec, Canada
– -$206K -5,911 Closed
Group One Trading
584
Group One Trading
Illinois
– -$132K -3,787 Closed
SMFS
585
Squar Milner Financial Services
California
– -$115K -3,300 Closed
ARMT
586
Amica Retiree Medical Trust
Rhode Island
– -$53K -1,532 Closed
FNBOSM
587
First National Bank of South Miami
Florida
– -$42K -1,300 Closed
TPWA
588
TRUE Private Wealth Advisors
Oregon
– -$43K -1,250 Closed
CG
589
Cutler Group
California
– -$40K -1,178 Closed
SBL
590
Sargent Bickham Lagudis
Colorado
– -$32K -1,169 Closed
SGAM
591
Smith Group Asset Management
Texas
– -$32K -910 Closed
TNBTD
592
Trustmark National Bank Trust Department
Mississippi
– -$26K -750 Closed
AOWM
593
Alpha Omega Wealth Management
Virginia
– -$25K -725 Closed
AC
594
Avestar Capital
New York
– -$22K -714 Closed
DWM
595
Doyle Wealth Management
Florida
– -$17K -500 Closed
KLWA
596
Kelly Lawrence W & Associates
California
– -$15K -423 Closed
MA
597
MUFG Americas
New York
– -$10K -300 Closed
MRCM
598
M&R Capital Management
New Jersey
– -$10K -300 Closed
FPS
599
Fieldpoint Private Securities
Connecticut
– -$9K -270 Closed
PCP
600
Proficio Capital Partners
Massachusetts
– -$7K -215 Closed
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