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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
+$497M
2
Harris Associates
Harris Associates
Illinois
+$236M
3
HCM
Highfields Capital Management
Massachusetts
+$101M
4
FPP
Findlay Park Partners
United Kingdom
+$82.4M
5
Goldman Sachs
Goldman Sachs
New York
+$73.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
Ameriprise
Ameriprise
Minnesota
-$260M
3
KIG
Kovitz Investment Group
Illinois
-$83.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$75.2M
5
PI
PGGM Investments
Netherlands
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTNA
401
Wilmington Trust National Association
Delaware
$763K – – –
TU
402
TDAM USA
Ontario, Canada
$761K +$1.79K +33 +0.2%
IA
403
Icon Advisers
Colorado
$759K – – –
BTW
404
Boston Trust Walden
Massachusetts
$756K – – –
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$754K -$20.4K -377 -3%
MERSOM
406
Municipal Employees' Retirement System of Michigan
Michigan
$748K – – –
BAM
407
Barrett Asset Management
New York
$737K – – –
DL
408
Delta Lloyd
Netherlands
$729K – – –
PJSIMP
409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$721K +$107K +1,970 +17%
CI
410
Conning Inc
Connecticut
$708K +$29.2K +540 +4%
AWCI
411
Alpine Woods Capital Investors
New York
$704K +$704K +13,000 New
MIU
412
Man Investments (UK)
United Kingdom
$683K -$97.2K -1,795 -12%
FFC
413
First Financial Corp
Indiana
$677K +$119K +2,190 +21%
FFBTD
414
First Financial Bank - Trust Division
Ohio
$673K -$8.5K -157 -1%
Jacobs Levy Equity Management
415
Jacobs Levy Equity Management
New Jersey
$669K -$22.1M -408,447 -97%
PA
416
Profund Advisors
Maryland
$665K -$43.9K -811 -6%
ST
417
Spot Trading
Illinois
$657K +$181K +3,336 +38%
ECM
418
Everence Capital Management
Indiana
$647K – – –
Toronto Dominion Bank
419
Toronto Dominion Bank
Ontario, Canada
$644K -$280K -4,977 -30%
BHWM
420
Bar Harbor Wealth Management
New Hampshire
$642K -$9.49K -175 -1%
DILH
421
Dai-ichi Life Holdings
Japan
$637K -$42.2K -780 -6%
TCOO
422
Trust Company of Oklahoma
Oklahoma
$623K +$17.1K +315 +3%
DY
423
Dowling & Yahnke
California
$616K +$77.8K +1,436 +14%
AA
424
ALPS Advisors
Colorado
$614K +$108K +1,985 +21%
Parallax Volatility Advisers
425
Parallax Volatility Advisers
California
$610K +$574K +10,601 +1,609%
15 16
17
18 19