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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Wilmington Trust
Delaware
$1.29M +$306K +5,301 +31%
Fisher Asset Management
377
Fisher Asset Management
Washington
$1.27M +$115 +2 +0%
DCM
378
Dynamic Capital Management
Jersey
$1.27M +$1.27M +22,058 New
LTFS
379
Ladenburg Thalmann Financial Services
Florida
$1.27M -$73.7K -1,276 -5%
B
380
Barings
North Carolina
$1.25M -$202K -3,500 -14%
Robeco Institutional Asset Management
381
Robeco Institutional Asset Management
Netherlands
$1.23M +$324K +5,597 +36%
BT
382
Bankers Trust
Iowa
$1.23M +$18.4K +319 +2%
EFS
383
Essex Financial Services
Connecticut
$1.19M -$40.7K -705 -3%
TCT
384
TIAA CREF Trust
Missouri
$1.17M +$28.9K +500 +3%
V
385
Veritable
Delaware
$1.15M -$29K -502 -2%
PTC
386
Philadelphia Trust Company
Pennsylvania
$1.13M +$1.13M +19,500 New
GIA
387
GHP Investment Advisors
Colorado
$1.1M +$12.2K +212 +1%
JA
388
JLB & Associates
Michigan
$1.09M -$6.92K -120 -0.6%
RBA
389
Richard Bernstein Advisors
New York
$1.09M +$209K +3,624 +24%
DCM
390
Decade Capital Management
New York
$1.09M +$1.09M +18,800 New
CONA
391
Capital One National Association
New York
$1.07M -$67.4K -1,167 -6%
BVDMP
392
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.04M – – –
ACI
393
Advance Capital I
Michigan
$1.04M – – –
AIM
394
abrdn Investment Management
United Kingdom
$1.02M +$18.2K +315 +2%
HCC
395
Hirtle Callaghan & Co
Pennsylvania
$1M +$33.5K +579 +3%
WF
396
Welch & Forbes
Massachusetts
$981K -$5.77K -100 -0.6%
PI
397
Putnam Investments
Massachusetts
$976K +$34.7K +600 +4%
William Blair & Company
398
William Blair & Company
Illinois
$975K -$23.1K -400 -2%
MC
399
Menta Capital
California
$958K +$958K +16,600 New
Toronto Dominion Bank
400
Toronto Dominion Bank
Ontario, Canada
$948K +$764K +13,242 +414%
14 15
16
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