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Franklin Resources
BEN

Overview Fund Activity

584 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-20
Holders Change %
-3.31%
% of All Funds
16.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
61
Increased
231
Reduced
200
Closed
80
Calls
$93.1M
Puts
$151M
Net Calls
-$57.5M
Net Calls Change
-$58.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$195M
2
Pzena Investment Management
Pzena Investment Management
New York
+$90.3M
3
Bank of America
Bank of America
North Carolina
+$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.8M
5
JHC
JFB Holdings Corp
Georgia
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$433M
2
SAM
Southeastern Asset Management
Tennessee
-$223M
3
American Century Companies
American Century Companies
Missouri
-$119M
4
DAC
Dividend Assets Capital
South Carolina
-$55.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
301
LPL Financial
California
$1.27M -$24.7K -638 -2%
NFG
302
NewFocus Financial Group
Washington
$1.25M +$1.25M +33,496 New
EWM
303
Evercore Wealth Management
New York
$1.25M -$245K -6,585 -16%
ARC
304
Absolute Return Capital
Massachusetts
$1.23M +$366K +9,813 +42%
OPCM
305
Osborne Partners Capital Management
California
$1.23M – – –
SI
306
SII Investments
Wisconsin
$1.2M +$646K +17,307 +117%
NIT
307
NumerixS Investment Technologies
British Columbia, Canada
$1.18M +$344K +9,231 +41%
WS
308
Wedbush Securities
California
$1.18M +$1.18M +31,593 New
GCA
309
Guardian Capital Advisors
Ontario, Canada
$1.17M +$102K +2,695 +9%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$1.14M -$31.7K -850 -3%
LCM
311
Liberty Capital Management
Michigan
$1.12M – – –
KCMRT
312
Kemper Corp Master Retirement Trust
Illinois
$1.12M – – –
JA
313
JLB & Associates
Michigan
$1.12M +$34.4K +925 +3%
MMCM
314
Marque Millennium Capital Management
New York
$1.1M -$470K -12,600 -30%
CSS
315
Cubist Systematic Strategies
Connecticut
$1.1M -$330K -8,871 -23%
GIA
316
GHP Investment Advisors
Colorado
$1.1M +$66K +1,770 +6%
SFA
317
Staton Financial Advisors
North Carolina
$1.09M +$383K +10,280 +54%
BMO
318
Beck Mack & Oliver
New York
$1.09M – – –
BIC
319
Beach Investment Counsel
Pennsylvania
$1.09M – – –
MYAM
320
Meiji Yasuda Asset Management
Japan
$1.08M -$156K -4,193 -13%
NIC
321
Northwest Investment Counselors
Oregon
$1.08M +$80.9K +2,172 +8%
NMIFOAC
322
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.07M – – –
SCM
323
Sterling Capital Management
North Carolina
$1.06M -$13.3K -357 -1%
DL
324
Delta Lloyd
Netherlands
$1.06M – – –
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$1.05M -$7.45K -200 -0.7%
11 12
13
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