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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
2
Harris Associates
Harris Associates
Illinois
$1.48B
3
HCM
Highfields Capital Management
Massachusetts
$771M
4
FPP
Findlay Park Partners
United Kingdom
$82.4M
5
Goldman Sachs
Goldman Sachs
New York
$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$174M
2
Ameriprise
Ameriprise
Minnesota
$53.4M
3
KIG
Kovitz Investment Group
Illinois
$18.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.3M
5
PI
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
476
Ronald Blue & Co
Georgia
$340K -$19.5K -361 -5%
HFS
477
HL Financial Services
Kentucky
$333K +$105K +1,937 +46%
GG
478
Gofen & Glossberg
Illinois
$332K – – –
CC
479
Capital Counsel
New York
$323K – – –
Envestnet Asset Management
480
Envestnet Asset Management
Illinois
$319K +$48.4K +894 +18%
BHA
481
Beech Hill Advisors
New York
$318K -$32.5K -600 -9%
SFU
482
Stonehage Fleming (UK)
United Kingdom
$318K – – –
CAN
483
Cetera Advisor Networks
California
$318K +$15.2K +281 +5%
Bank of Nova Scotia
484
Bank of Nova Scotia
Ontario, Canada
$309K +$3.63K +67 +1%
FT
485
Fiduciary Trust
Massachusetts
$304K – – –
AT
486
Arden Trust
Delaware
$302K -$7.99K -147 -3%
FMBTD
487
First Midwest Bank Trust Division
Illinois
$292K +$29.3K +540 +11%
NB
488
NBT Bank
New York
$290K +$7.54K +139 +3%
UCFA
489
United Capital Financial Advisors
Texas
$290K +$290K +5,355 New
Janney Montgomery Scott
490
Janney Montgomery Scott
Pennsylvania
$290K +$14.6K +270 +5%
VKH
491
Virtu KCG Holdings
New York
$287K +$287K +5,288 New
MBT
492
Montecito Bank & Trust
California
$286K +$19.5K +361 +7%
NB
493
Norinchukin Bank
Japan
$283K +$85.2K +1,576 +43%
MSR
494
Main Street Research
Connecticut
$282K – – –
GI
495
GAMCO Investors
Connecticut
$276K -$67.4K -1,245 -20%
HIS
496
Horizon Investment Services
Indiana
$274K +$274K +5,238 New
NIM
497
Northeast Investment Management
Massachusetts
$268K – – –
FNT
498
First National Trust
Pennsylvania
$264K -$272K -5,013 -51%
Rafferty Asset Management
499
Rafferty Asset Management
New York
$264K -$175K -3,231 -40%
NI
500
Numeric Investors
Massachusetts
$260K +$260K +4,800 New
18 19
20
21 22