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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 %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$1.92M +$60.8K +1,999 +3%
US Bancorp
202
US Bancorp
Minnesota
$1.84M -$61K -2,006 -3%
HA
203
Harbor Advisors
Florida
$1.84M – – –
RJFSA
204
Raymond James Financial Services Advisors
Florida
$1.81M -$140K -4,614 -7%
CF
205
CNA Financial
Illinois
$1.81M – – –
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$1.76M -$10.5K -345 -0.6%
BUB
207
BBVA USA Bancshares
Texas
$1.75M -$259K -8,531 -13%
URS
208
Utah Retirement Systems
Utah
$1.75M -$36.5K -1,200 -2%
UH
209
Unigestion Holding
Switzerland
$1.74M +$693K +22,799 +66%
SWP
210
Stratos Wealth Partners
Ohio
$1.71M -$35.4K -1,166 -2%
GIA
211
Gargoyle Investment Advisor
New Jersey
$1.68M -$276K -9,071 -14%
SI
212
Stephens Inc
Arkansas
$1.66M +$540K +17,760 +48%
W
213
Wealthfront
California
$1.65M +$877K +28,858 +114%
SIRP
214
Shelter Insurance Retirement Plan
Missouri
$1.64M – – –
GH
215
GAM Holding
Switzerland
$1.63M +$122 +4 +0%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$1.63M -$229K -7,541 -12%
MSV
217
MN Services Vermogensbeheer
Netherlands
$1.59M – – –
KOCAA
218
Knights of Columbus Asset Advisors
Connecticut
$1.59M +$278K +9,150 +21%
TAF
219
Tredje AP-fonden
Sweden
$1.55M -$1.85M -60,478 -54%
CB
220
Commerce Bank
Missouri
$1.54M -$123K -4,057 -7%
Nomura Holdings
221
Nomura Holdings
Japan
$1.53M -$263K -8,612 -15%
TEE
222
Tibra Equities Europe
United Kingdom
$1.51M +$712K +23,412 +90%
MSL
223
Mackay Shields LLC
New York
$1.48M -$86K -2,828 -5%
CCM
224
Cadence Capital Management
Massachusetts
$1.48M +$536K +17,635 +57%
WAM
225
Winslow Asset Management
Ohio
$1.46M -$807K -26,547 -36%
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