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Franklin Resources

527 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, 166 increasing their positions, 210 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% less ownership

Funds ownership: 50.7%48.68% (-2%)

7% less funds holding

Funds holding: 567527 (-40)

21% less capital invested

Capital invested by funds: $8.92B → $7.06B (-$1.86B)

21% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 210

29% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $41.9M

43% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 88

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
527
Holders Change
-40
Holders Change %
-7.05%
% of All Funds
11.56%
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
166
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$21.1M -$236K -7,716 -1%
Korea Investment Corp
52
Korea Investment Corp
South Korea
$20.2M +$2.93M +95,700 +16%
CS
53
Credit Suisse
Switzerland
$19.8M +$5.3M +173,419 +34%
Wells Fargo
54
Wells Fargo
California
$16.8M -$5.42M -177,460 -23%
Citadel Advisors
55
Citadel Advisors
Florida
$16.6M +$886K +29,001 +5%
Morgan Stanley
56
Morgan Stanley
New York
$16.3M -$7.99M -261,403 -32%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$16.1M +$133K +4,350 +0.8%
AllianceBernstein
58
AllianceBernstein
Tennessee
$15.8M -$2.23M -72,938 -12%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$15.2M +$1.09M +35,508 +7%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$15.1M -$14.9M -488,372 -48%
CS
61
Candriam SCA
Luxembourg
$14.7M +$5.03M +164,569 +48%
FRM
62
Foundation Resource Management
Arkansas
$14.5M +$422K +13,798 +3%
UBS Group
63
UBS Group
Switzerland
$14M +$6.3M +206,247 +74%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$13.6M -$2.55M -83,502 -15%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$13M -$1.02M -33,386 -7%
BA
66
Bridgewater Associates
Connecticut
$13M +$13.8M +451,521 New
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$12.7M +$399K +13,067 +3%
EVM
68
Eaton Vance Management
Massachusetts
$12.7M -$12.8K -420 -0.1%
Ninety One (UK)
69
Ninety One (UK)
United Kingdom
$12.4M -$1.62M -53,050 -11%
Principal Financial Group
70
Principal Financial Group
Iowa
$12.1M -$766K -25,063 -6%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$11.9M +$1.42M +46,475 +13%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$11.5M +$1.87M +61,030 +18%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$11.4M -$2.15M -70,246 -15%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$11.3M -$2.4M -78,442 -17%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$11.2M -$1.8M -58,900 -13%