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Franklin Resources
BEN

Overview Fund Activity

571 hedge funds and large institutions have $16.3B invested in Franklin Resources in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 66 closing their positions.

Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
18.52%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.36%
New
68
Increased
186
Reduced
238
Closed
66
Calls
$107M
Puts
$144M
Net Calls
-$36.5M
Net Calls Change
+$75.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.08B
2
Harris Associates
2
Harris Associates
Illinois
$1.05B
3
MC
3
Montag & Caldwell
Georgia
$108M
4
Wells Fargo
4
Wells Fargo
California
$359M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$414M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$411M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.02B
3
First Manhattan
3
First Manhattan
New York
$51.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.15M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wintergreen Advisers
New Jersey
$118M – – –
PAM
27
Panagora Asset Management
Massachusetts
$116M -$56.3M -1,114,275 -33%
MC
28
Montag & Caldwell
Georgia
$108M +$108M +2,136,551 New
PTC
29
Provident Trust Company
Wisconsin
$107M +$8.98M +177,660 +9%
UBS AM
30
UBS AM
Illinois
$106M +$36.7M +726,570 +53%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$104M +$2.35M +46,451 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$102M +$5.35M +105,742 +6%
MAMU
33
Marathon Asset Management (UK)
United Kingdom
$97.1M +$14.4M +285,057 +17%
EVM
34
Eaton Vance Management
Massachusetts
$92.1M -$3.17M -62,654 -3%
Legal & General Group
35
Legal & General Group
United Kingdom
$91.9M -$1.23M -24,403 -1%
TCIM
36
TIAA CREF Investment Management
New York
$87.1M -$66.2M -1,309,774 -43%
EC
37
Eminence Capital
New York
$82.8M +$2.82M +55,843 +4%
BlackRock
38
BlackRock
New York
$82.6M +$22M +435,157 +36%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$81.9M +$30.9M +610,609 +60%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$81.4M +$36.1M +713,598 +80%
ClearBridge Investments
41
ClearBridge Investments
New York
$79.3M -$413K -8,179 -0.5%
Goldman Sachs
42
Goldman Sachs
New York
$76.2M -$7.87M -155,641 -9%
AI
43
Ariel Investments
Illinois
$73.4M +$11M +217,237 +18%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$73M +$1.99M +39,411 +3%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$67.9M +$12.7M +251,921 +23%
Deutsche Bank
46
Deutsche Bank
Germany
$67.7M -$5.26M -104,156 -7%
Invesco
47
Invesco
Georgia
$66.9M -$1.96M -38,816 -3%
Prudential Financial
48
Prudential Financial
New Jersey
$64.2M -$53.7M -1,062,081 -46%
DAC
49
Dividend Assets Capital
South Carolina
$61.7M +$5.68M +112,380 +10%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$61.4M -$5.1M -100,888 -8%
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