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Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.11B
2
Harris Associates
Harris Associates
Illinois
$1.64B
3
Deutsche Bank
Deutsche Bank
Germany
$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36M
5
AAM
Aberdeen Asset Management
United Kingdom
$33.9M

Top Sellers

1
MC
Montag & Caldwell
Georgia
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$58.7M
3
Prudential Financial
Prudential Financial
New Jersey
$63.9M
4
SB
Suntrust Banks
Georgia
$3.83M
5
American Century Companies
American Century Companies
Missouri
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
601
Suvretta Capital Management
New York
– -$16.9M -312,400 Closed
Marshall Wace
602
Marshall Wace
United Kingdom
– -$14.2M -261,246 Closed
OAM
603
Origin Asset Management
United Kingdom
– -$9.54M -176,000 Closed
First Trust Advisors
604
First Trust Advisors
Illinois
– -$9.03M -166,583 Closed
SCM
605
Stevens Capital Management
Pennsylvania
– -$6.3M -116,207 Closed
HR
606
Howe & Rusling
New York
– -$6.24M -115,090 Closed
WIM
607
Waverton Investment Management
United Kingdom
– -$5.63M -103,941 Closed
Lazard Asset Management
608
Lazard Asset Management
New York
– -$3.45M -63,708 Closed
DCM
609
Dynamic Capital Management
Jersey
– -$1.76M -32,553 Closed
ACI
610
Advance Capital I
Michigan
– -$1.27M -23,400 Closed
RBA
611
Richard Bernstein Advisors
New York
– -$1.02M -18,786 Closed
Arrowstreet Capital
612
Arrowstreet Capital
Massachusetts
– -$931K -17,188 Closed
CCMG
613
Clark Capital Management Group
Pennsylvania
– -$891K -16,444 Closed
CK
614
Carnick & Kubik
Colorado
– -$841K -15,525 Closed
MM
615
Midas Management
New York
– -$813K -15,000 Closed
EMG
616
Ellington Management Group
Connecticut
– -$769K -14,200 Closed
Tudor Investment Corp
617
Tudor Investment Corp
Connecticut
– -$764K -14,101 Closed
Jacobs Levy Equity Management
618
Jacobs Levy Equity Management
New Jersey
– -$669K -12,352 Closed
Parallax Volatility Advisers
619
Parallax Volatility Advisers
California
– -$610K -11,260 Closed
CIBC Private Wealth Group
620
CIBC Private Wealth Group
Georgia
– -$571K -10,372 Closed
BA
621
Bridgewater Associates
Connecticut
– -$460K -8,483 Closed
BC
622
Banced Corp
Illinois
– -$428K -7,905 Closed
PTC
623
Philadelphia Trust Company
Pennsylvania
– -$413K -7,630 Closed
HCA
624
Harbour Capital Advisors
Virginia
– -$411K -7,577 Closed
MCM
625
Matarin Capital Management
New York
– -$402K -7,411 Closed
22 23 24
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