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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 %
PMG
451
ProVise Management Group
Florida
$436K +$86.8K +1,600 +25%
CC
452
ClearArc Capital
Ohio
$434K +$26.2K +483 +6%
NLI
453
Nippon Life Insurance
Japan
$431K -$917K -16,937 -68%
FAM
454
Formidable Asset Management
Ohio
$431K – – –
PTC
455
Private Trust Company
Ohio
$430K -$13.9K -256 -3%
BC
456
Banced Corp
Illinois
$428K -$10.9K -202 -2%
HIM
457
Hermes Investment Management
United Kingdom
$423K – – –
MJRIC
458
Mogy Joel R Investment Counsel
California
$423K – – –
PTC
459
Philadelphia Trust Company
Pennsylvania
$413K -$643K -11,870 -61%
CI
460
Constellation Investments
Ohio
$412K +$10.8K +200 +3%
HCA
461
Harbour Capital Advisors
Virginia
$411K +$411K +7,577 New
EHC
462
Everett Harris & Co
California
$409K -$12.7K -235 -3%
PWP
463
Private Wealth Partners
California
$406K – – –
CS
464
Cannell & Spears
New York
$404K – – –
HPCM
465
High Pointe Capital Management
Illinois
$404K +$33.6K +620 +9%
GMIM
466
General Motors Investment Management
New York
$402K -$64.1K -1,183 -14%
MCM
467
Matarin Capital Management
New York
$402K +$402K +7,411 New
FM
468
Foster & Motley
Ohio
$399K +$399K +7,369 New
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$398K +$40.4K +746 +11%
TH
470
Timber Hill
Connecticut
$384K -$2.21M -40,793 -85%
NRS
471
Neville Rodie & Shaw
New York
$380K – – –
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$354K – – –
IB
473
Intrust Bank
Kansas
$350K -$9.71K -179 -3%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$348K -$5.74K -106 -2%
LBC
475
Lowe Brockenbrough & Co
Virginia
$347K -$12.2K -225 -3%
17 18
19
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