BEN icon

Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M
2
Harris Associates
Harris Associates
Illinois
+$66.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$47.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$36M
5
AAM
Aberdeen Asset Management
United Kingdom
+$31.4M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$137M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$127M
3
Prudential Financial
Prudential Financial
New Jersey
-$64.7M
4
SB
Suntrust Banks
Georgia
-$63.2M
5
American Century Companies
American Century Companies
Missouri
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
451
Ameritas Investment Partners
Nebraska
$454K -$13.3K -230 -3%
HIM
452
Hermes Investment Management
United Kingdom
$451K – – –
MJRIC
453
Mogy Joel R Investment Counsel
California
$451K – – –
CI
454
Constellation Investments
Ohio
$445K +$5.78K +100 +1%
EHC
455
Everett Harris & Co
California
$437K – – –
PWP
456
Private Wealth Partners
California
$434K – – –
CS
457
Cannell & Spears
New York
$431K – – –
Envestnet Asset Management
458
Envestnet Asset Management
Illinois
$427K +$86.3K +1,491 +25%
NRS
459
Neville Rodie & Shaw
New York
$406K – – –
SFU
460
Stonehage Fleming (UK)
United Kingdom
$401K +$61.4K +1,063 +18%
RP
461
Reinhart Partners
Wisconsin
$396K +$165K +2,855 +71%
CAN
462
Cetera Advisor Networks
California
$392K +$53.6K +931 +16%
NB
463
NBT Bank
New York
$382K +$72.4K +1,252 +23%
CLOS
464
Compagnie Lombard Odier SCmA
Switzerland
$378K – – –
Bank of Nova Scotia
465
Bank of Nova Scotia
Ontario, Canada
$378K +$48.1K +832 +15%
CSS
466
Cubist Systematic Strategies
Connecticut
$376K +$376K +6,498 New
GCP
467
GSA Capital Partners
United Kingdom
$376K +$376K +6,508 New
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$376K +$376K +6,543 New
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$373K +$1.1K +19 +0.3%
LBC
470
Lowe Brockenbrough & Co
Virginia
$370K – – –
GG
471
Gofen & Glossberg
Illinois
$364K +$2.78K +48 +0.8%
CICI
472
Capital Investment Counsel Inc
North Carolina
$355K -$142K -2,450 -29%
VKH
473
Virtu KCG Holdings
New York
$355K +$49.4K +854 +16%
CC
474
Cannell & Co
New York
$347K +$347K +6,000 New
FM
475
Foster & Motley
Ohio
$343K -$83.8K -1,447 -20%
17 18
19
20 21