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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 %
JCM
301
Jag Capital Management
Missouri
$1.92M +$22.9K +413 +1%
BBHC
302
Brown Brothers Harriman & Co
New York
$1.91M +$23.1K +418 +1%
OPCM
303
Osborne Partners Capital Management
California
$1.83M – – –
JIM
304
Jupiter Investment Management
United Kingdom
$1.81M +$1.81M +32,600 New
BIC
305
Beach Investment Counsel
Pennsylvania
$1.8M – – –
RSVP
306
Ramsay Stattman Vela & Price
Colorado
$1.77M +$1.77M +32,046 New
HPCM
307
High Pointe Capital Management
Illinois
$1.76M – – –
SCM
308
Sterling Capital Management
North Carolina
$1.76M -$196K -3,545 -10%
Federated Hermes
309
Federated Hermes
Pennsylvania
$1.72M +$70.3K +1,270 +4%
GLA
310
Great Lakes Advisors
Illinois
$1.69M +$1.13M +20,366 +201%
LCM
311
Liberty Capital Management
Michigan
$1.66M +$75.3K +1,360 +5%
KCMRT
312
Kemper Corp Master Retirement Trust
Illinois
$1.66M – – –
ERSOT
313
Employees Retirement System of Texas
Texas
$1.66M – – –
MC
314
Miles Capital
Iowa
$1.65M +$9.69K +175 +0.6%
Nuveen Asset Management
315
Nuveen Asset Management
Illinois
$1.65M -$55.4K -1,001 -3%
CNC
316
Citizens & Northern Corp
Pennsylvania
$1.65M -$559K -10,091 -25%
GCA
317
Guardian Capital Advisors
Ontario, Canada
$1.64M +$48.3K +785 +3%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$1.63M -$38.7K -700 -2%
JPMPWA
319
J.P. Morgan Private Wealth Advisors
California
$1.63M +$434K +7,832 +36%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.61M -$83.1K -1,501 -5%
BMO
321
Beck Mack & Oliver
New York
$1.61M – – –
NMIFOAC
322
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.6M – – –
MYLI
323
Meiji Yasuda Life Insurance
Japan
$1.59M -$31K -560 -2%
ZCM
324
Zebra Capital Management
Connecticut
$1.57M -$69.1K -1,248 -4%
TCM
325
Telos Capital Management
California
$1.57M -$26.7K -483 -2%
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