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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $9.68B invested in Franklin Resources in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 223 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
13.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
45
Increased
143
Reduced
223
Closed
46
Calls
$96.5M
Puts
$108M
Net Calls
-$11.9M
Net Calls Change
+$39.5M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$689M
2
State Street
2
State Street
Massachusetts
$711M
3
Morgan Stanley
3
Morgan Stanley
New York
$286M
4
KP
4
Kiltearn Partners
United Kingdom
$195M
5
APG Asset Management
5
APG Asset Management
Netherlands
$70.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
HCM
2
Herndon Capital Management
Georgia
$113K
3
ClearBridge Investments
3
ClearBridge Investments
New York
$4.21M
4
American Century Companies
4
American Century Companies
Missouri
$43.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
201
Vident Investment Advisory
Georgia
$2.1M -$29.2K -822 -1%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$2.07M +$30K +842 +1%
BUB
203
BBVA USA Bancshares
Texas
$1.99M +$101K +2,853 +5%
TI
204
Trexquant Investment
Connecticut
$1.9M +$889K +24,976 +88%
RGI
205
River Global Investors
United Kingdom
$1.88M +$206K +5,800 +12%
HAI
206
Hennessy Advisors Inc
California
$1.87M -$53.4K -1,500 -3%
FQ
207
First Quadrant
California
$1.82M -$142K -4,000 -7%
BC
208
Burney Company
Virginia
$1.81M -$38.8K -1,111 -2%
ACP
209
Ashfield Capital Partners
California
$1.81M -$154K -4,323 -8%
ZCM
210
Zebra Capital Management
Connecticut
$1.78M +$194K +5,459 +12%
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$1.78M -$414K -11,645 -19%
CPA
212
Capital Planning Advisors
California
$1.78M – – –
Nomura Asset Management
213
Nomura Asset Management
Japan
$1.77M – – –
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$1.72M -$191K -5,366 -10%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$1.71M – – –
MSA
216
Mason Street Advisors
Wisconsin
$1.69M -$74.5K -2,094 -4%
ISL
217
Ingalls & Snyder LLC
New York
$1.69M -$35.6K -1,000 -2%
WAM
218
World Asset Management
Michigan
$1.68M -$267K -7,504 -14%
BCM
219
BlueCrest Capital Management
Jersey
$1.65M +$562K +15,793 +52%
GAM
220
Gotham Asset Management
New York
$1.65M +$359K +10,084 +28%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$1.61M +$1.21M +33,990 +304%
SI
222
Stephens Inc
Arkansas
$1.59M -$42.5K -1,195 -3%
KRS
223
Kentucky Retirement Systems
Kentucky
$1.57M +$451K +12,695 +41%
ERSOT
224
Employees Retirement System of Texas
Texas
$1.57M +$854K +24,000 +120%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$1.55M – – –
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