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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 %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$214K -$206K -3,800 -49%
P
527
Pitcairn
Pennsylvania
$210K -$37.8K -697 -15%
AW
528
Alpha Windward
Massachusetts
$209K -$453K -8,367 -68%
CIM
529
Calvert Investment Management
Maryland
$209K -$3.04K -56 -1%
TCOT
530
Trust Company of Toledo
Ohio
$204K -$146K -2,698 -42%
ICM
531
IMS Capital Management
Oregon
$203K +$203K +3,739 New
GAM
532
Guinness Asset Management
United Kingdom
$197K +$119K +2,200 +153%
Creative Planning
533
Creative Planning
Kansas
$191K +$2.23K +41 +1%
GIS
534
Guardian Investor Services
New York
$169K -$7.82K -144 -4%
TCM
535
Tradewinds Capital Management
Washington
$163K – – –
PCM
536
Prelude Capital Management
New York
$135K +$135K +2,500 New
FWC
537
First Washington Corp
Washington
$130K – – –
GLI
538
Guardian Life Insurance
New York
$123K -$1.14K -21 -0.9%
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K – – –
SNT
540
Security National Trust
West Virginia
$110K – – –
SAMC
541
Shinko Asset Management Company
Japan
$95K -$8.38K -154 -8%
PSI
542
Pinnacle Summer Investments
Virginia
$80K – – –
WA
543
Waverly Advisors
Alabama
$79K -$3.93K -72 -5%
SSB
544
Sandy Spring Bank
Maryland
$79K +$65.3K +1,200 +476%
AR
545
Advisory Research
Illinois
$70K +$70K +1,293 New
MAM
546
Mizuho Asset Management
Japan
$63K – – –
JIM
547
Jupiter Investment Management
United Kingdom
$62K – – –
CFA
548
Carroll Financial Associates
North Carolina
$60K – – –
MCM
549
Manchester Capital Management
Vermont
$59K +$55K +1,020 +1,360%
WEC
550
Winslow Evans & Crocker
Massachusetts
$56.9K – – –
20 21
22
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