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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 %
BPBT
501
Boston Private Bank & Trust
Massachusetts
$250K – – –
LTFS
502
Ladenburg Thalmann Financial Services
Florida
$250K +$61.5K +1,111 +33%
DVM
503
Dreman Value Management
Florida
$250K +$250K +4,511 New
FTIOP
504
Fiduciary Trust International of Pennsylvania
Pennsylvania
$248K +$33.3K +600 +16%
BA
505
BlackRock Advisors
Delaware
$243K – – –
CTC
506
Central Trust Company
Missouri
$243K – – –
SC
507
Savant Capital
Illinois
$242K -$554 -10 -0.2%
DD
508
Dominick & Dominick
New York
$238K -$53.4K -965 -18%
PAG
509
Private Advisor Group
New Jersey
$238K +$238K +4,290 New
PIM
510
Penobscot Investment Management
Massachusetts
$238K +$238K +4,290 New
SMC
511
Smith, Moore & Co
Missouri
$236K -$2.22K -40 -0.9%
GAM
512
Guinness Asset Management
United Kingdom
$229K – – –
Verition Fund Management
513
Verition Fund Management
Connecticut
$228K -$55.5K -1,000 -20%
DP
514
Dearborn Partners
Illinois
$227K – – –
BFS
515
Bradley Foster & Sargent
Connecticut
$224K – – –
WJA
516
Williams Jones & Associates
New York
$223K -$49.9K -900 -18%
HIS
517
Horizon Investment Services
Indiana
$219K -$55.9K -1,009 -20%
Two Sigma Investments
518
Two Sigma Investments
New York
$218K +$218K +3,936 New
ICM
519
IMS Capital Management
Oregon
$213K +$5.55K +100 +3%
B
520
BancorpSouth
Mississippi
$212K -$589K -10,651 -74%
IH
521
IFC Holdings
Florida
$212K +$212K +3,707 New
P
522
Pitcairn
Pennsylvania
$211K -$719 -13 -0.3%
ATIA
523
American Trust Investment Advisors
New Hampshire
$210K +$210K +3,795 New
BOS
524
Bank of Stockton
California
$202K -$6.65K -120 -3%
WTB
525
Washington Trust Bank
Washington
$198K – – –
19 20
21
22 23