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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $17.5B invested in Franklin Resources in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 193 increasing their positions, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
16.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
63
Increased
193
Reduced
245
Closed
47
Calls
$28.5M
Puts
$54.8M
Net Calls
-$26.3M
Net Calls Change
-$26.9M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$485M
2
VVP
Vulcan Value Partners
Alabama
$337M
3
Harris Associates
Harris Associates
Illinois
$1.68B
4
RIM
RS Investment Management
California
$59.6M
5
HCM
Highfields Capital Management
Massachusetts
$844M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.6M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.98B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$3.8M – – –
AC
227
Addenda Capital
Quebec, Canada
$3.8M +$342K +6,120 +10%
ACH
228
ArrowMark Colorado Holdings
Colorado
$3.79M – – –
LPL Financial
229
LPL Financial
California
$3.75M +$132K +2,390 +4%
GH
230
GAM Holding
Switzerland
$3.6M -$523K -9,449 -13%
B
231
Baird
Wisconsin
$3.58M +$74.8K +1,351 +2%
FMT
232
First Mercantile Trust
Tennessee
$3.54M -$305K -5,515 -8%
SIRP
233
Shelter Insurance Retirement Plan
Missouri
$3.54M – – –
Jennison Associates
234
Jennison Associates
New York
$3.52M +$2.93M +52,947 +496%
MBI
235
Montrusco Bolton Investments
Quebec, Canada
$3.52M -$1.62M -29,230 -31%
VC
236
Vestor Capital
Illinois
$3.51M -$40.6K -734 -1%
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.48M -$461K -8,327 -12%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$3.45M +$266K +4,795 +8%
ZAM
239
Zevin Asset Management
Massachusetts
$3.35M +$224K +4,045 +7%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$3.33M -$66.4K -1,200 -2%
CA
241
Commerzbank Aktiengesellschaft
Germany
$3.23M -$7.07M -127,604 -69%
UF
242
Univest Financial
Pennsylvania
$3.21M +$62.2K +1,124 +2%
Korea Investment Corp
243
Korea Investment Corp
South Korea
$3.2M -$1.54M -27,800 -32%
Mitsubishi UFJ Asset Management
244
Mitsubishi UFJ Asset Management
Japan
$3.2M -$449K -8,088 -12%
ECM
245
Exchange Capital Management
Michigan
$3.14M +$153K +2,760 +5%
GIM
246
Greenwich Investment Management
Connecticut
$3.13M +$335K +6,048 +12%
FAAM
247
First Allied Asset Management
California
$3.12M +$3.12M +54,632 New
CS
248
Candriam SCA
Luxembourg
$3.1M +$3.1M +56,051 New
EWM
249
Evercore Wealth Management
New York
$3.1M -$157K -2,833 -5%
LIA
250
LS Investment Advisors
Michigan
$3.08M +$105K +1,889 +4%
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10
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