BEN icon

Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
3
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
5
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
3
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
4
BlackRock Institutional Trust
California
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$130M +$56.4M +977,630 +77%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$125M +$125M +2,166,665 New
PTC
28
Provident Trust Company
Wisconsin
$123M +$765K +13,243 +0.6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$116M -$475K -8,221 -0.4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$114M +$21.5M +372,254 +23%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$112M -$6.83M -118,248 -6%
Calamos Advisors
32
Calamos Advisors
Illinois
$111M -$34.2M -592,082 -24%
Legal & General Group
33
Legal & General Group
United Kingdom
$105M +$176K +3,051 +0.2%
EVM
34
Eaton Vance Management
Massachusetts
$105M -$98.8K -1,711 -0.1%
MAMU
35
Marathon Asset Management (UK)
United Kingdom
$103M -$8.03M -138,775 -7%
Goldman Sachs
36
Goldman Sachs
New York
$102M +$14.6M +253,110 +17%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$96.3M +$2.79M +48,397 +3%
TCIM
38
TIAA CREF Investment Management
New York
$95M -$4.52M -78,373 -5%
ClearBridge Investments
39
ClearBridge Investments
New York
$89.7M -$898K -15,553 -1%
BlackRock
40
BlackRock
New York
$85.5M -$8.83M -152,900 -9%
AI
41
Ariel Investments
Illinois
$85.5M +$1.66M +28,765 +2%
Invesco
42
Invesco
Georgia
$84.1M +$7.77M +134,647 +10%
EC
43
Eminence Capital
New York
$83.1M -$11.5M -199,498 -12%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$83.1M -$374K -6,484 -0.4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$80.2M +$11.6M +203,503 +17%
Deutsche Bank
46
Deutsche Bank
Germany
$78.9M +$1.57M +27,207 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$78.6M -$118M -2,048,716 -60%
DAC
48
Dividend Assets Capital
South Carolina
$78.1M +$7.7M +133,455 +11%
UBS AM
49
UBS AM
Illinois
$75.4M -$45.4M -786,188 -38%
PI
50
PGGM Investments
Netherlands
$67M -$240K -4,152 -0.4%
1
2
3 4 5