BEN icon

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 %
EPM
526
Equitec Proprietary Markets
Illinois
$196K +$196K +3,540 New
AW
527
Alpha Windward
Massachusetts
$195K +$10.3K +185 +6%
OMCS
528
Old Mutual Customised Solutions
South Africa
$183K +$33.3K +600 +22%
FMLI
529
Fukoku Mutual Life Insurance
Japan
$177K – – –
IC
530
IKOS CIF
Cyprus
$156K +$156K +2,787 New
TCM
531
Tradewinds Capital Management
Washington
$155K -$11.7K -210 -7%
PCM
532
Prelude Capital Management
New York
$155K +$90.8K +1,640 +141%
TC
533
TradeLink Capital
Illinois
$153K +$153K +2,769 New
GIS
534
Guardian Investor Services
New York
$151K -$4.22K -76 -3%
SC
535
SRB Corp
Massachusetts
$144K +$5.99K +108 +4%
AIM
536
Advantage Investment Management
Iowa
$143K +$143K +2,574 New
FWC
537
First Washington Corp
Washington
$133K – – –
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$130K -$233K -4,197 -64%
GLI
539
Guardian Life Insurance
New York
$124K – – –
Loomis, Sayles & Company
540
Loomis, Sayles & Company
Massachusetts
$114K – – –
LWCFA
541
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K – – –
MAM
542
Mizuho Asset Management
Japan
$110K +$23.4K +421 +27%
PSI
543
Pinnacle Summer Investments
Virginia
$102K +$2.21K +40 +2%
RIA
544
Regal Investment Advisors
Michigan
$95K +$28.9K +522 +44%
NPC
545
National Planning Corporation
California
$93.6K +$93.6K +1,756 New
WEC
546
Winslow Evans & Crocker
Massachusetts
$80.3K -$29.5K -532 -27%
SAMC
547
Shinko Asset Management Company
Japan
$80K -$11.1K -200 -12%
WA
548
Waverly Advisors
Alabama
$74K +$390 +7 +0.5%
Royal London Asset Management
549
Royal London Asset Management
United Kingdom
$73K +$16.5K +29,540 +29%
W
550
Wealthfront
California
$71K -$34.9K -629 -33%
20 21
22
23 24