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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $17.5B invested in Franklin Resources in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 193 increasing their positions, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
16.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
63
Increased
193
Reduced
245
Closed
47
Calls
$28.5M
Puts
$54.8M
Net Calls
-$26.3M
Net Calls Change
-$26.9M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$485M
2
VVP
Vulcan Value Partners
Alabama
$337M
3
Harris Associates
Harris Associates
Illinois
$1.68B
4
RIM
RS Investment Management
California
$59.6M
5
HCM
Highfields Capital Management
Massachusetts
$844M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.6M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.98B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
376
Wolverine Asset Management
Illinois
$869K +$349K +6,300 +67%
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$867K -$18.3M -330,227 -95%
CG
378
Clinton Group
New York
$866K +$866K +15,646 New
William Blair & Company
379
William Blair & Company
Illinois
$864K +$8.47K +153 +1%
CIM
380
Calvert Investment Management
Maryland
$864K +$63K +1,138 +8%
HK
381
Horizon Kinetics
New York
$848K +$13K +235 +2%
SGA
382
Strategic Global Advisors
California
$836K +$836K +15,096 New
QIM
383
Quantitative Investment Management
Virginia
$836K +$836K +15,100 New
MM
384
Midas Management
New York
$830K – – –
PA
385
Profund Advisors
Maryland
$816K +$50.4K +910 +7%
RNS
386
Robert N. Shapiro
$808K -$144K -2,611 -15%
MERSOM
387
Municipal Employees' Retirement System of Michigan
Michigan
$779K – – –
BTW
388
Boston Trust Walden
Massachusetts
$773K – – –
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$771K -$20.1K -364 -3%
BF
390
BOK Financial
Oklahoma
$765K -$451K -8,135 -37%
CIM
391
CIM Investment Management
Pennsylvania
$762K – – –
BAM
392
Barrett Asset Management
New York
$753K – – –
AF
393
Arrow Financial
New York
$732K -$1.04M -18,851 -59%
AWA
394
AmeriServ Wealth Advisors
Pennsylvania
$731K – – –
SIG
395
Schooner Investment Group
Pennsylvania
$721K +$721K +13,000 New
VAM
396
Visium Asset Management
New York
$704K +$704K +12,699 New
MCM
397
Maltese Capital Management
New York
$703K – – –
Teacher Retirement System of Texas
398
Teacher Retirement System of Texas
Texas
$682K +$682K +12,311 New
Squarepoint
399
Squarepoint
New York
$681K +$681K +12,300 New
FFC
400
First Financial Corp
Indiana
$680K -$11.1K -200 -2%
14 15
16
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