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Franklin Resources
BEN

Overview Fund Activity

558 hedge funds and large institutions have $10.9B invested in Franklin Resources in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-26
Holders Change %
-4.45%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
56
Increased
178
Reduced
242
Closed
75
Calls
$106M
Puts
$133M
Net Calls
-$26.8M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
ACM
2
Abrams Capital Management
Massachusetts
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M
4
Morgan Stanley
4
Morgan Stanley
New York
$140M
5
HCM
5
Herndon Capital Management
Georgia
$92.7M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$210M
2
HCM
2
Highfields Capital Management
Massachusetts
$399M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$441K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$160M
5
WA
5
Wintergreen Advisers
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
276
A.R.T. Advisors
New York
$1.28M -$2.64M -71,628 -67%
BBHC
277
Brown Brothers Harriman & Co
New York
$1.27M -$22.3K -605 -2%
SI
278
SII Investments
Wisconsin
$1.27M +$88.5K +2,411 +8%
FNBT
279
FineMark National Bank & Trust
Florida
$1.25M -$86.9K -2,360 -7%
PA
280
Pinnacle Associates
New York
$1.23M -$39.3K -1,068 -3%
JPMPWA
281
J.P. Morgan Private Wealth Advisors
California
$1.22M +$350K +9,518 +40%
NIC
282
Northwest Investment Counselors
Oregon
$1.22M +$154K +4,190 +14%
OPCM
283
Osborne Partners Capital Management
California
$1.22M – – –
BTW
284
Boston Trust Walden
Massachusetts
$1.19M -$83.7K -2,275 -7%
GCA
285
Guardian Capital Advisors
Ontario, Canada
$1.19M +$78.8K +2,210 +7%
BCM
286
BlueCrest Capital Management
Jersey
$1.18M +$427K +11,592 +57%
SAM
287
Shell Asset Management
Netherlands
$1.17M -$1.27M -34,393 -52%
WS
288
Wedbush Securities
California
$1.16M -$2.69K -73 -0.2%
WB
289
WesBanco Bank
West Virginia
$1.14M -$142K -3,868 -11%
EWM
290
Evercore Wealth Management
New York
$1.12M -$110K -3,000 -9%
MC
291
MRJ Capital
New York
$1.11M -$206K -5,600 -16%
WCM
292
Wunderlich Capital Managemnt
Tennessee
$1.11M -$312K -8,472 -22%
MYAM
293
Meiji Yasuda Asset Management
Japan
$1.11M +$39.9K +1,085 +4%
SFA
294
Stewardship Financial Advisors
Georgia
$1.09M +$1.09M +29,599 New
OWD
295
Osborn Williams & Donohoe
Ohio
$1.07M -$192K -5,222 -15%
BMO
296
Beck Mack & Oliver
New York
$1.07M -$3.68K -100 -0.3%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$1.06M -$64.2K -1,744 -6%
KRS
298
Kentucky Retirement Systems
Kentucky
$1.06M +$82.8K +2,248 +8%
PRCM
299
Pine River Capital Management
Minnesota
$1.05M -$497K -13,500 -32%
CIM
300
Calvert Investment Management
Maryland
$1.05M +$299K +8,121 +40%
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