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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 %
PTC
426
Philadelphia Trust Company
Pennsylvania
$559K -$526K -9,500 -48%
BCA
427
Bray Capital Advisors
Florida
$550K +$550K +9,938 New
Aristotle Capital Management
428
Aristotle Capital Management
California
$547K – – –
BHWM
429
Bar Harbor Wealth Management
New Hampshire
$545K -$10.1K -183 -2%
PI
430
Putnam Investments
Massachusetts
$541K -$363K -6,546 -40%
UCFA
431
United Capital Financial Advisors
Texas
$537K +$38.4K +694 +8%
Belvedere Trading
432
Belvedere Trading
Illinois
$530K +$530K +9,564 New
AA
433
ALPS Advisors
Colorado
$518K -$75.3K -1,360 -13%
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$515K – – –
IIM
435
Intact Investment Management
Quebec, Canada
$509K – – –
Envestnet Asset Management
436
Envestnet Asset Management
Illinois
$506K +$14.7K +265 +3%
DWA
437
Douglass Winthrop Advisors
New York
$505K +$1.83K +33 +0.4%
CAN
438
Cetera Advisor Networks
California
$501K -$3.12K -56 -0.6%
EOJOAM
439
E. Ohman J:or Asset Management
Sweden
$487K – – –
CNB
440
City National Bank
California
$484K +$33.9K +612 +8%
AWS
441
Aris Wealth Services
Pennsylvania
$479K +$479K +8,658 New
CC
442
ClearArc Capital
Ohio
$464K +$11.9K +215 +3%
PAM
443
PartnerRe Asset Management
Connecticut
$462K +$63.1K +1,140 +16%
JIC
444
Johnson Investment Counsel
Ohio
$461K +$210K +3,792 +83%
FAM
445
Formidable Asset Management
Ohio
$458K -$465K -8,355 Closed
Citadel Advisors
446
Citadel Advisors
Florida
$449K -$22.1M -398,548 -98%
BDF
447
Balasa Dinverno & Foltz
$448K -$10.5K -190 -2%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$446K -$11.7K -212 -3%
CI
449
Constellation Investments
Ohio
$443K +$22.2K +400 +5%
ECM
450
Everence Capital Management
Indiana
$442K -$220K -3,973 -33%
16 17
18
19 20