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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 %
PIA
401
Piedmont Investment Advisors
North Carolina
$679K -$31.7M -572,406 -98%
GMIM
402
General Motors Investment Management
New York
$675K – – –
NI
403
Nuance Investments
Missouri
$658K -$1.38M -24,847 -68%
NB
404
Norinchukin Bank
Japan
$656K +$403K +7,285 +160%
Rafferty Asset Management
405
Rafferty Asset Management
New York
$652K -$135K -2,437 -17%
QI
406
Quotient Investors
New York
$645K -$471K -8,500 -42%
TU
407
TDAM USA
Ontario, Canada
$645K -$1.66K -30 -0.3%
QAM
408
Quantres Asset Management
Cayman Islands
$626K +$421K +7,600 +205%
DILH
409
Dai-ichi Life Holdings
Japan
$614K -$89.1K -1,609 -13%
CIC
410
Chilton Investment Company
Connecticut
$613K -$79.7K -1,440 -12%
CI
411
Conning Inc
Connecticut
$613K -$28.2K -510 -4%
QT
412
Quantbot Technologies
New York
$611K -$420K -7,589 -41%
PJSIMP
413
P.J. Schmidt Investment Management (PJS)
Wisconsin
$610K -$25.2K -455 -4%
AF
414
Allworth Financial
California
$603K – – –
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
$602K -$983K -17,751 -62%
Commonwealth Equity Services
416
Commonwealth Equity Services
Massachusetts
$598K -$14.2K -257 -2%
GIM
417
Grassi Investment Management
California
$598K – – –
RW
418
Rand Wealth
Maryland
$589K – – –
FFBTD
419
First Financial Bank - Trust Division
Ohio
$579K -$6.1K -110 -1%
AB
420
Amalgamated Bank
New York
$577K -$85.2K -1,539 -13%
AGM
421
Alpine Global Management
New York
$576K +$576K +10,405 New
CONA
422
Capital One National Association
New York
$573K -$244K -4,411 -30%
DIA
423
Denver Investment Advisors
Colorado
$573K – – –
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$571K +$11K +199 +2%
DY
425
Dowling & Yahnke
California
$560K +$8.87K +160 +2%
15 16
17
18 19