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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
1
Southeastern Asset Management
Tennessee
$485M
2
VVP
2
Vulcan Value Partners
Alabama
$337M
3
Harris Associates
3
Harris Associates
Illinois
$1.68B
4
RIM
4
RS Investment Management
California
$59.6M
5
HCM
5
Highfields Capital Management
Massachusetts
$844M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$3.85M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.6M
3
FPP
3
Findlay Park Partners
United Kingdom
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.98B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K +$58.8K +1,065 +484%
SSB
552
Sandy Spring Bank
Maryland
$69K -$3.97K -72 -5%
HCM
553
Herndon Capital Management
Georgia
$67K +$67K +1,209 New
FHA
554
First Horizon Advisors
Tennessee
$66K – – –
MCM
555
Manchester Capital Management
Vermont
$61K -$9.08K -163 -13%
CFA
556
Carroll Financial Associates
North Carolina
$60K – – –
CHP
557
Cable Hill Partners
Oregon
$60K +$60K +1,075 New
RC
558
RegentAtlantic Capital
New Jersey
$58.7K +$58.7K +1,060 New
MUMSS
559
Mitsubishi UFJ Morgan Stanley Securities
Japan
$55K +$55K +1,000 New
PAI
560
Pittenger & Anderson Inc
Nebraska
$50K +$50K +900 New
SNT
561
Security National Trust
West Virginia
$46K – – –
FAM
562
Fred Alger Management
New York
$42K +$12.6K +228 +43%
CFG
563
CKW Financial Group
Hawaii
$41K – – –
TF
564
Tompkins Financial
New York
$39K +$39K +710 New
Manulife (Manufacturers Life Insurance)
565
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.3K -$1.83K -33,023 -5%
IMS
566
Index Management Solutions
Pennsylvania
$33K -$3.33K -61 -9%
ATC
567
Adirondack Trust Company
New York
$33K +$2.2K +40 +7%
MFS
568
MSI Financial Services
Massachusetts
$32K +$4.17K +75 +15%
AC
569
Alexandria Capital
Virginia
$25K – – –
LWM
570
Lenox Wealth Management
Ohio
$21K – – –
GAM
571
Gemmer Asset Management
California
$21K – – –
GWS
572
Glassman Wealth Services
Virginia
$19K +$19K +350 New
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$18.8K +$1.55K +28 +9%
DBT
574
Dubuque Bank & Trust
Iowa
$18K – – –
BCM
575
Blume Capital Management
California
$17K +$17K +300 New
21 22
23
24 25