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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
2
Harris Associates
Harris Associates
Illinois
$1.48B
3
HCM
Highfields Capital Management
Massachusetts
$771M
4
FPP
Findlay Park Partners
United Kingdom
$82.4M
5
Goldman Sachs
Goldman Sachs
New York
$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$174M
2
Ameriprise
Ameriprise
Minnesota
$53.4M
3
KIG
Kovitz Investment Group
Illinois
$18.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.3M
5
PI
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIRP
251
Shelter Insurance Retirement Plan
Missouri
$3.46M – – –
Lazard Asset Management
252
Lazard Asset Management
New York
$3.45M -$4.33K -80 -0.1%
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$3.42M +$774K +14,292 +29%
RCM
254
Riverhead Capital Management
Delaware
$3.4M +$670K +12,374 +25%
SCM
255
Stux Capital Management
New York
$3.36M -$2.77M -51,200 -45%
B
256
Baird
Wisconsin
$3.26M +$19.6K +361 +0.6%
FCAM
257
F&C Asset Management
United Kingdom
$3.25M -$6.2M -114,411 -66%
LS
258
Livforsakringsbolaget Skandia
Sweden
$3.22M +$3.22M +59,363 New
SLI
259
Sumitomo Life Insurance
Japan
$3.06M -$1.03M -18,978 -25%
PG
260
PEAK6 Group
Illinois
$3.06M +$1.49M +27,503 +95%
AIMCA
261
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.04M -$1.81M -33,500 -37%
WAM
262
World Asset Management
Michigan
$3.01M -$401K -7,401 -12%
MOACM
263
Mutual of America Capital Management
New York
$3M -$3.03K -56 -0.1%
UF
264
Univest Financial
Pennsylvania
$2.99M -$490K -9,038 -14%
MMCM
265
Marque Millennium Capital Management
New York
$2.97M – – –
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$2.96M -$24.6M -454,073 -89%
ECM
267
Exchange Capital Management
Michigan
$2.9M +$74.9K +1,383 +3%
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$2.86M +$2.86M +52,773 New
ISL
269
Ingalls & Snyder LLC
New York
$2.81M – – –
Nomura Asset Management
270
Nomura Asset Management
Japan
$2.81M -$22.8K -420 -0.8%
PDN
271
Pensionfund DSM Netherlands
Netherlands
$2.76M +$2.76M +51,000 New
BSPF
272
British Steel Pension Fund
United Kingdom
$2.76M -$192K -3,548 -7%
GIM
273
Greenwich Investment Management
Connecticut
$2.74M +$609K +11,240 +29%
ZAM
274
Zevin Asset Management
Massachusetts
$2.73M +$278K +5,125 +11%
AC
275
Addenda Capital
Quebec, Canada
$2.72M -$200K -3,675 -7%
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11
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