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Franklin Resources
BEN

Overview Fund Activity

584 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-20
Holders Change %
-3.31%
% of All Funds
16.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
61
Increased
231
Reduced
200
Closed
80
Calls
$93.1M
Puts
$151M
Net Calls
-$57.5M
Net Calls Change
-$58.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$195M
2
Pzena Investment Management
Pzena Investment Management
New York
+$90.3M
3
Bank of America
Bank of America
North Carolina
+$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.8M
5
JHC
JFB Holdings Corp
Georgia
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$433M
2
SAM
Southeastern Asset Management
Tennessee
-$223M
3
American Century Companies
American Century Companies
Missouri
-$119M
4
DAC
Dividend Assets Capital
South Carolina
-$55.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
376
William Blair & Company
Illinois
$599K +$6.74K +181 +1%
GVT
377
Genesee Valley Trust
New York
$589K -$969 -26 -0.2%
Nomura Holdings
378
Nomura Holdings
Japan
$572K -$3.21M -82,788 -85%
MM
379
Midas Management
New York
$559K – – –
DnB Asset Management
380
DnB Asset Management
Norway
$555K -$7.18M -192,747 -93%
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$538K -$1.6K -43 -0.3%
V
382
Veritable
Delaware
$526K +$5.52K +148 +1%
Robeco Institutional Asset Management
383
Robeco Institutional Asset Management
Netherlands
$525K – – –
LAM
384
Lingohr Asset Management
Germany
$524K +$524K +14,100 New
Mackenzie Financial
385
Mackenzie Financial
Ontario, Canada
$523K -$103K -2,768 -16%
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$513K -$2.91K -78 -0.6%
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$504K -$35.4K -950 -7%
AB
388
Amalgamated Bank
New York
$503K +$13.4K +358 +3%
BAC
389
Boys Arnold & Co
North Carolina
$501K -$492K -13,200 -50%
RS
390
Robeco Schweiz
Switzerland
$490K +$146K +4,000 +42%
PP
391
Pegasus Partners
Wisconsin
$487K – – –
KRSITF
392
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$481K +$7.37K +198 +2%
AT
393
Arden Trust
Delaware
$481K +$87.7K +2,350 +22%
Federated Hermes
394
Federated Hermes
Pennsylvania
$477K -$189K -5,064 -28%
BLAM
395
Bourne Lent Asset Management
New York
$475K – – –
CNB
396
City National Bank
California
$466K +$30.2K +810 +7%
RWA
397
Ropes Wealth Advisors
Massachusetts
$463K – – –
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$460K +$84K +2,253 +22%
SIA
399
Sit Investment Associates
Minnesota
$458K – – –
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$456K -$391K -10,496 -46%
14 15
16
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