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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 %
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$569K +$221K +6,010 +64%
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$563K -$221K -6,000 -28%
Neuberger Berman Group
353
Neuberger Berman Group
New York
$562K -$138K -3,742 -20%
William Blair & Company
354
William Blair & Company
Illinois
$558K -$33.6K -912 -6%
GVT
355
Genesee Valley Trust
New York
$552K -$30.1K -818 -5%
LAM
356
Lingohr Asset Management
Germany
$536K +$7.5K +200 +1%
NMIMC
357
Northwestern Mutual Investment Management Company
Wisconsin
$530K -$1.77K -48 -0.3%
DnB Asset Management
358
DnB Asset Management
Norway
$527K -$21.2K -575 -4%
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$523K +$46.9K +1,272 +10%
Mackenzie Financial
360
Mackenzie Financial
Ontario, Canada
$517K – – –
KJHP
361
K.J. Harrison & Partners
Ontario, Canada
$508K +$508K +13,800 New
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$507K – – –
WSCM
363
Wellington Shields Capital Management
New York
$501K +$501K +13,600 New
PIM
364
Profit Investment Management
Maryland
$496K -$1.25M -34,017 -72%
AT
365
Arden Trust
Delaware
$496K +$20.8K +565 +4%
GLA
366
Great Lakes Advisors
Illinois
$486K +$486K +13,192 New
FA
367
FDx Advisors
Illinois
$484K +$484K +13,153 New
PGFC
368
Peapack-Gladstone Financial Corp
New Jersey
$480K -$18.4K -500 -4%
BLAM
369
Bourne Lent Asset Management
New York
$469K – – –
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$468K +$13.6K +370 +3%
AA
371
ALPS Advisors
Colorado
$467K – – –
LA
372
Lucus Advisors
New York
$449K +$28.8K +782 +7%
QT
373
Quantbot Technologies
New York
$445K +$445K +12,098 New
Two Sigma Investments
374
Two Sigma Investments
New York
$441K -$74.5M -2,025,653 -99%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$441K -$9.69K -263 -2%
13 14
15
16 17