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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 %
MJRIC
451
Mogy Joel R Investment Counsel
California
$437K +$5.59K +101 +1%
AIP
452
Ameritas Investment Partners
Nebraska
$434K +$24.8K +450 +6%
HIM
453
Hermes Investment Management
United Kingdom
$432K – – –
Creative Planning
454
Creative Planning
Kansas
$429K +$278K +5,023 +185%
CAM
455
Cypress Asset Management
Texas
$419K -$27.1K -490 -6%
EHC
456
Everett Harris & Co
California
$418K – – –
FPFS
457
First Personal Financial Services
North Carolina
$418K +$418K +7,561 New
CFB
458
Cullen/Frost Bankers
Texas
$416K +$416K +7,509 New
PMG
459
ProVise Management Group
Florida
$415K -$29.9K -540 -7%
CS
460
Cannell & Spears
New York
$412K – – –
WAM
461
Wallington Asset Management
Indiana
$395K -$207K -3,750 -34%
DSA
462
Davis Selected Advisers
Arizona
$388K – – –
SFU
463
Stonehage Fleming (UK)
United Kingdom
$384K – – –
NB
464
NBT Bank
New York
$379K +$14.8K +267 +4%
FAAS
465
First Allied Advisory Services
California
$378K +$10.6K +192 +3%
Bank of Nova Scotia
466
Bank of Nova Scotia
Ontario, Canada
$370K – – –
TCOO
467
Trust Company of Oklahoma
Oklahoma
$369K -$282K -5,091 -43%
BJL
468
Brighton Jones LLC
Washington
$368K -$47.8K -864 -12%
NRS
469
Neville Rodie & Shaw
New York
$361K – – –
KIA
470
KCM Investment Advisors
California
$361K +$13.6K +245 +4%
SI
471
SII Investments
Wisconsin
$361K +$22.3K +403 +7%
PP
472
Paloma Partners
Connecticut
$360K -$1.99M -35,906 -85%
LBC
473
Lowe Brockenbrough & Co
Virginia
$351K -$12.5K -225 -3%
SFG
474
Sather Financial Group
Texas
$349K +$349K +6,300 New
SCM
475
Shelton Capital Management
Colorado
$349K +$349K +6,307 New
17 18
19
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