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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
3
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
5
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
3
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
4
BlackRock Institutional Trust
California
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCAM
251
Boston Common Asset Management
Massachusetts
$4.23M -$789K -13,660 -16%
NLGIA
252
Nippon Life Global Investors Americas
New York
$4.08M +$2.44M +42,260 +149%
Nomura Holdings
253
Nomura Holdings
Japan
$4.05M -$1.75M -30,449 -30%
SAM
254
Shell Asset Management
Netherlands
$3.99M -$2.05M -35,483 -34%
MYAM
255
Meiji Yasuda Asset Management
Japan
$3.97M -$65.6K -1,137 -2%
ACH
256
ArrowMark Colorado Holdings
Colorado
$3.96M +$144K +2,500 +4%
LC
257
Lilley & Co
Michigan
$3.9M +$121K +2,104 +3%
VC
258
Vestor Capital
Illinois
$3.89M -$29.4K -509 -0.8%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$3.82M -$162K -2,800 -4%
HCM
260
Herndon Capital Management
Georgia
$3.79M -$597K -10,340 -14%
LPL Financial
261
LPL Financial
California
$3.76M +$176K +3,041 +5%
MCM
262
Maltese Capital Management
New York
$3.76M +$872K +15,100 +30%
UF
263
Univest Financial
Pennsylvania
$3.71M +$211K +3,655 +6%
SIRP
264
Shelter Insurance Retirement Plan
Missouri
$3.69M – – –
Lazard Asset Management
265
Lazard Asset Management
New York
$3.68M – – –
ZCM
266
Zebra Capital Management
Connecticut
$3.64M +$1.1M +19,023 +43%
WAM
267
World Asset Management
Michigan
$3.64M -$612K -10,603 -14%
GC
268
Grimes & Company
Massachusetts
$3.63M +$347K +6,015 +11%
RJA
269
Raymond James & Associates
Florida
$3.55M -$181K -3,130 -5%
GH
270
GAM Holding
Switzerland
$3.54M -$115K -2,000 -3%
B
271
Baird
Wisconsin
$3.45M +$160K +2,769 +5%
ERSOT
272
Employees Retirement System of Texas
Texas
$3.29M -$7.55M -130,820 -70%
MC
273
MRJ Capital
New York
$3.25M -$237K -4,100 -7%
MOACM
274
Mutual of America Capital Management
New York
$3.2M -$4.96K -86 -0.2%
MMCM
275
Marque Millennium Capital Management
New York
$3.16M – – –
9 10
11
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