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Franklin Resources
BEN

Overview Fund Activity

595 hedge funds and large institutions have $16.9B invested in Franklin Resources in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.23%
New
49
Increased
199
Reduced
245
Closed
46
Calls
$30.6M
Puts
$30M
Net Calls
+$577K
Net Calls Change
-$10.9M

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$110M
2
Prudential Financial
2
Prudential Financial
New Jersey
$106M
3
Bank of America
3
Bank of America
North Carolina
$79.2M
4
Harris Associates
4
Harris Associates
Illinois
$1.58B
5
VVP
5
Vulcan Value Partners
Alabama
$250M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Deutsche Bank
2
Deutsche Bank
Germany
$74.5M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$36.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$56.9M
5
Wells Fargo
5
Wells Fargo
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
226
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.89M +$289K +5,287 +8%
GC
227
Grimes & Company
Massachusetts
$3.89M +$47.9K +878 +1%
FMT
228
First Mercantile Trust
Tennessee
$3.8M -$22.4K -411 -0.6%
GIM
229
Greystone Investment Management
Ohio
$3.77M +$3.77M +69,060 New
URS
230
Utah Retirement Systems
Utah
$3.75M -$5.46K -100 -0.1%
ACH
231
ArrowMark Colorado Holdings
Colorado
$3.74M – – –
SAM
232
Shell Asset Management
Netherlands
$3.62M -$46.8K -857 -1%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$3.59M -$1.16M -21,192 -24%
LPL Financial
234
LPL Financial
California
$3.53M +$113K +2,091 +3%
AL
235
AJO LP
Pennsylvania
$3.53M +$2.27M +41,500 +179%
AP
236
AHL Partners
United Kingdom
$3.52M +$3.52M +64,534 New
VC
237
Vestor Capital
Illinois
$3.5M -$34.3K -628 -1%
SIRP
238
Shelter Insurance Retirement Plan
Missouri
$3.49M – – –
B
239
Baird
Wisconsin
$3.46M +$141K +2,575 +4%
Janus Henderson Group
240
Janus Henderson Group
United Kingdom
$3.45M – – –
MCM
241
Matterhorn Capital Management
Texas
$3.42M +$80.8K +1,479 +2%
AC
242
Addenda Capital
Quebec, Canada
$3.38M +$581K +10,612 +21%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M – – –
LP
244
LMR Partners
United Kingdom
$3.27M +$3.27M +59,810 New
LS
245
Livforsakringsbolaget Skandia
Sweden
$3.24M – – –
EWM
246
Evercore Wealth Management
New York
$3.21M -$101K -1,850 -3%
Renaissance Technologies
247
Renaissance Technologies
New York
$3.17M +$3.17M +58,000 New
RFC
248
Regions Financial Corp
Alabama
$3.14M -$133K -2,435 -4%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$3.14M +$525K +9,620 +20%
WAM
250
World Asset Management
Michigan
$3.13M +$132K +2,417 +4%
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