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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 %
GFP
601
Gryphon Financial Partners
Ohio
– -$6K -211 Closed
WF
602
WealthTrust Fairport
Ohio
– -$6K -180 Closed
FIA
603
FNY Investment Advisers
New York
– -$5K -160 Closed
NSIM
604
North Star Investment Management
Illinois
– -$3K -105 Closed
BL
605
Balentine LLC
Georgia
– -$3K -95 Closed
YWP
606
YorkBridge Wealth Partners
New York
– -$3K -92 Closed
OFS
607
Orrstown Financial Services
Pennsylvania
– -$2K -60 Closed
SIM
608
Sonora Investment Management
Arizona
– -$2K -50 Closed
CF
609
Centaurus Financial
California
– -$1K -27 Closed
CAM
610
CenterStar Asset Management
Illinois
– -$102K – –
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