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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 %
Federated Hermes
376
Federated Hermes
Pennsylvania
$436K -$35.4K -961 -8%
MERSOM
377
Municipal Employees' Retirement System of Michigan
Michigan
$433K +$5.18K +140 +1%
KIA
378
KCM Investment Advisors
California
$426K +$64.9K +1,760 +18%
TMAM
379
Tokio Marine Asset Management
Japan
$425K -$12.5K -340 -3%
DIA
380
Denver Investment Advisors
Colorado
$404K – – –
AF
381
Allworth Financial
California
$401K – – –
GIM
382
Grassi Investment Management
California
$398K – – –
SIA
383
Sit Investment Associates
Minnesota
$394K -$58.9K -1,600 -13%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$392K -$13M -352,210 -97%
Commonwealth Equity Services
385
Commonwealth Equity Services
Massachusetts
$384K -$34.7K -943 -8%
PA
386
Profund Advisors
Maryland
$377K +$41.3K +1,121 +12%
AB
387
Amalgamated Bank
New York
$373K -$124K -3,360 -25%
TCOV
388
Trust Company of Vermont
Vermont
$372K -$360K -9,795 -49%
SIC
389
Schwartz Investment Counsel
Michigan
$371K -$12.9M -350,500 -97%
RS
390
Robeco Schweiz
Switzerland
$371K -$128K -3,456 -26%
SMC
391
S. Muoio & Co
New York
$368K +$368K +10,000 New
RW
392
Rand Wealth
Maryland
$364K – – –
Teacher Retirement System of Texas
393
Teacher Retirement System of Texas
Texas
$358K -$436K -11,826 -55%
Aristotle Capital Management
394
Aristotle Capital Management
California
$356K – – –
BCA
395
Bray Capital Advisors
Florida
$356K +$22.3K +605 +7%
CNC
396
Citizens & Northern Corp
Pennsylvania
$355K -$31.2K -847 -8%
BAM
397
Barrett Asset Management
New York
$354K – – –
PP
398
Pegasus Partners
Wisconsin
$353K -$127K -3,460 -26%
Daiwa Securities Group
399
Daiwa Securities Group
Japan
$346K -$3.01M -81,800 -90%
CC
400
ClearArc Capital
Ohio
$342K -$4.87K -132 -1%
14 15
16
17 18