BEN icon

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 %
BVDMP
376
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$975K – – –
AIM
377
abrdn Investment Management
United Kingdom
$967K +$6.17K +114 +0.6%
BF
378
BOK Financial
Oklahoma
$945K -$1.08M -19,977 -53%
Arrowstreet Capital
379
Arrowstreet Capital
Massachusetts
$931K -$11.8M -217,543 -93%
HCC
380
Hirtle Callaghan & Co
Pennsylvania
$924K -$16.3K -300 -2%
WF
381
Welch & Forbes
Massachusetts
$921K – – –
JHIU
382
Janus Henderson Investors US
Colorado
$916K -$1.27M -23,500 -58%
William Blair & Company
383
William Blair & Company
Illinois
$915K +$812 +15 +0.1%
AWA
384
AmeriServ Wealth Advisors
Pennsylvania
$910K -$905K -16,700 -50%
CONA
385
Capital One National Association
New York
$896K -$111K -2,044 -11%
CCMG
386
Clark Capital Management Group
Pennsylvania
$891K -$946K -17,460 -51%
PI
387
Putnam Investments
Massachusetts
$884K -$31.6K -584 -3%
DIA
388
Dean Investment Associates
Ohio
$882K +$882K +16,276 New
AA
389
Apriem Advisors
California
$878K – – –
RNS
390
Robert N. Shapiro
$842K – – –
CK
391
Carnick & Kubik
Colorado
$841K +$841K +15,525 New
CIC
392
Chilton Investment Company
Connecticut
$840K -$1.03K -19 -0.1%
MM
393
Midas Management
New York
$813K – – –
HK
394
Horizon Kinetics
New York
$812K +$304K +5,602 +60%
CIM
395
CIM Investment Management
Pennsylvania
$800K -$18.5K -342 -2%
OA
396
OFI Advisors
Pennsylvania
$780K +$97.3K +1,795 +14%
RS
397
Robeco Schweiz
Switzerland
$778K +$188K +3,500 +32%
Mackenzie Financial
398
Mackenzie Financial
Ontario, Canada
$772K +$71.9K +1,328 +10%
EMG
399
Ellington Management Group
Connecticut
$769K -$27.1K -500 -3%
Tudor Investment Corp
400
Tudor Investment Corp
Connecticut
$764K +$298K +5,500 +64%
14 15
16
17 18