BEN icon

Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $7.37B invested in Franklin Resources in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 235 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.41%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
80
Increased
160
Reduced
235
Closed
66
Calls
$37M
Puts
$31.7M
Net Calls
+$5.29M
Net Calls Change
+$16.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$199M
2
LCOV
London Company of Virginia
Virginia
$108M
3
State Street
State Street
Massachusetts
$661M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$21.8M
5
SCM
Shelton Capital Management
Colorado
$31.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$648M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$170M
3
HCM
Highfields Capital Management
Massachusetts
$71.5M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.82M
5
Renaissance Technologies
Renaissance Technologies
New York
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$4.18M – – –
AAM
127
Auxier Asset Management
Oregon
$4.16M -$1.34K -45 -0%
AF
128
Ally Financial
Michigan
$4.15M – – –
GG
129
Greenwood Gearhart
Arkansas
$4.09M +$91.7K +3,093 +2%
FAAS
130
First Allied Advisory Services
California
$4.07M -$285K -9,567 -7%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$4.06M -$237K -7,980 -6%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.05M +$529K +17,837 +15%
EP
133
Elkfork Partners
Oregon
$4.03M -$517K -17,446 -11%
N
134
Natixis
France
$4.01M +$833K +28,094 +26%
ASRS
135
Arizona State Retirement System
Arizona
$3.82M -$910K -30,683 -19%
Skandinaviska Enskilda Banken (SEB)
136
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.74M -$1.33M -44,758 -26%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.68M -$1.22M -40,992 -25%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$3.67M +$3.67M +123,666 New
Nomura Asset Management
139
Nomura Asset Management
Japan
$3.66M +$797K +26,882 +28%
CBOA
140
Commonwealth Bank of Australia
Australia
$3.65M +$542K +18,324 +17%
OCM
141
Olstein Capital Management
New York
$3.57M -$890K -30,000 -20%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$3.56M -$3.69M -126,318 -51%
Aviva
143
Aviva
United Kingdom
$3.41M -$1.17M -39,295 -25%
DWA
144
Douglass Winthrop Advisors
New York
$3.37M -$68.2K -2,300 -2%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$3.22M -$464K -15,894 -13%
TIM
146
Triad Investment Management
California
$3.16M +$3.16M +105,438 New
IP
147
Interval Partners
New York
$3.12M +$772K +26,024 +33%
LSC
148
Lesa Sroufe & Co
Washington
$3.05M -$61.7K -2,080 -2%
LIA
149
LS Investment Advisors
Michigan
$3.02M -$238K -8,022 -7%
AIA
150
AIMZ Investment Advisors
California
$2.99M -$18.4K -620 -0.6%
4 5
6
7 8