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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 %
QI
476
QS Investors
New York
$341K +$13.8K +249 +4%
CICI
477
Capital Investment Counsel Inc
North Carolina
$340K – – –
CC
478
Cannell & Co
New York
$332K – – –
GG
479
Gofen & Glossberg
Illinois
$332K +$222 +4 +0.1%
RBC
480
Ronald Blue & Co
Georgia
$327K -$5.15K -93 -2%
Capital Fund Management (CFM)
481
Capital Fund Management (CFM)
France
$318K +$318K +5,745 New
BOTW
482
Bank of the West
California
$314K +$27.1K +489 +9%
FT
483
Fiduciary Trust
Massachusetts
$310K – – –
SF
484
Synovus Financial
Georgia
$305K -$1.2M -21,938 -80%
CC
485
Capital Counsel
New York
$305K – – –
PAM
486
Princeton Alpha Management
New Jersey
$289K -$37.1K -671 -11%
AT
487
Arden Trust
Delaware
$289K -$5.14K -93 -2%
SAM
488
Silvercrest Asset Management
New York
$284K +$8.87K +160 +3%
GT
489
Glenview Trust
Kentucky
$281K +$281K +5,078 New
NIM
490
Northeast Investment Management
Massachusetts
$275K – – –
HFS
491
HL Financial Services
Kentucky
$271K -$131K -2,363 -33%
SW
492
SVB Wealth
Massachusetts
$269K +$269K +4,854 New
BCM
493
BTC Capital Management
Iowa
$268K -$1.02M -18,440 -79%
PAM
494
Palisade Asset Management
Minnesota
$268K -$1.66K -30 -0.6%
PSUF
495
People's United Financial
Connecticut
$264K – – –
FMBTD
496
First Midwest Bank Trust Division
Illinois
$261K – – –
NIT
497
NumerixS Investment Technologies
British Columbia, Canada
$255K +$255K +4,600 New
YP
498
Yellowstone Partners
Idaho
$254K – – –
BG
499
Bahl & Gaynor
Ohio
$252K +$19.8K +358 +9%
AP
500
Advisor Partners
California
$250K -$3.6K -65 -1%
18 19
20
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