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Franklin Resources
BEN

Overview Fund Activity

558 hedge funds and large institutions have $10.9B invested in Franklin Resources in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-26
Holders Change %
-4.45%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
56
Increased
178
Reduced
242
Closed
75
Calls
$106M
Puts
$133M
Net Calls
-$26.8M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
ACM
2
Abrams Capital Management
Massachusetts
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M
4
Morgan Stanley
4
Morgan Stanley
New York
$140M
5
HCM
5
Herndon Capital Management
Georgia
$92.7M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$210M
2
HCM
2
Highfields Capital Management
Massachusetts
$399M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$441K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$160M
5
WA
5
Wintergreen Advisers
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$228K -$21.8K -593 -9%
AssetMark Inc
452
AssetMark Inc
California
$225K +$225K +6,115 New
FPFS
453
First Personal Financial Services
North Carolina
$222K -$26.1K -709 -11%
BG
454
Bahl & Gaynor
Ohio
$221K – – –
LC
455
Loews Corp
New York
$221K +$20.3K +550 +10%
GG
456
Gofen & Glossberg
Illinois
$217K – – –
FT
457
Fiduciary Trust
Massachusetts
$216K – – –
RJT
458
Raymond James Trust
Florida
$207K -$43.3K -1,174 -17%
CONA
459
Capital One National Association
New York
$204K -$72.8K -1,976 -26%
CC
460
Capital Counsel
New York
$203K -$4.75K -129 -2%
SF
461
Synovus Financial
Georgia
$199K – – –
MAM
462
Mizuho Asset Management
Japan
$198K +$31.4K +855 +19%
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$179K +$177K +4,809 +9,248%
FMLI
464
Fukoku Mutual Life Insurance
Japan
$177K +$55.3K +1,500 +45%
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$171K -$21.9K -595 -11%
Creative Planning
466
Creative Planning
Kansas
$161K +$29.4K +800 +22%
AW
467
Alpha Windward
Massachusetts
$158K +$21.3K +579 +16%
DADC
468
D.A. Davidson & Co
Montana
$147K +$807 +22 +0.6%
MAM
469
Meeder Asset Management
Ohio
$135K – – –
GS
470
GAM Systematic
United Kingdom
$132K -$29.7K -809 -18%
SC
471
SRB Corp
Massachusetts
$130K -$9.81K -266 -7%
BL
472
Balentine LLC
Georgia
$118K -$36.4K -990 -24%
TCM
473
Tradewinds Capital Management
Washington
$103K – – –
IWM
474
Integrated Wealth Management
California
$102K -$8.34K -227 -8%
FFC
475
First Financial Corp
Indiana
$102K +$3.71K +100 +4%
17 18
19
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