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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 %
PCTC
351
Perkins Coie Trust Company
Washington
$1.27M +$30.4K +561 +2%
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$1.27M -$4.88K -90 -0.4%
NI
353
Nuance Investments
Missouri
$1.27M +$707K +13,052 +125%
ACI
354
Advance Capital I
Michigan
$1.27M +$295K +5,440 +30%
FNFDCM
355
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M – – –
WT
356
Wilmington Trust
Delaware
$1.25M +$37.9K +700 +3%
QI
357
Quotient Investors
New York
$1.25M -$688K -12,700 -36%
UB
358
UMB Bank
Missouri
$1.24M -$737K -13,609 -37%
BT
359
Bankers Trust
Iowa
$1.23M +$79K +1,458 +7%
PGFC
360
Peapack-Gladstone Financial Corp
New Jersey
$1.23M -$17.6K -325 -1%
SIM
361
Sentry Investment Management
Wisconsin
$1.22M – – –
JPMPWA
362
J.P. Morgan Private Wealth Advisors
California
$1.22M -$54.2K -1,001 -4%
CL
363
Croft-Leominster
Maryland
$1.21M -$132K -2,430 -10%
Fisher Asset Management
364
Fisher Asset Management
Washington
$1.2M -$108 -2 -0%
B
365
Barings
North Carolina
$1.18M – – –
Robeco Institutional Asset Management
366
Robeco Institutional Asset Management
Netherlands
$1.16M – – –
EFS
367
Essex Financial Services
Connecticut
$1.12M – – –
TCT
368
TIAA CREF Trust
Missouri
$1.1M +$975 +18 +0.1%
V
369
Veritable
Delaware
$1.09M +$8.83K +163 +0.8%
GIA
370
GHP Investment Advisors
Colorado
$1.08M +$47.2K +872 +5%
ICAS
371
Investors Capital Advisory Services
Massachusetts
$1.06M +$728K +13,443 +222%
RBA
372
Richard Bernstein Advisors
New York
$1.02M – – –
JG
373
Jefferies Group
New York
$1.02M +$288K +5,325 +40%
JA
374
JLB & Associates
Michigan
$1.01M -$8.12K -150 -0.8%
AAM
375
Advisors Asset Management
Colorado
$986K -$279K -5,160 -22%
13 14
15
16 17