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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 %
QAM
601
QCI Asset Management
New York
$2K – – –
P
602
Palladiem
Pennsylvania
$2K +$2K +39 New
FCCM
603
First City Capital Management
Georgia
$1.99K – – –
BRWA
604
B. Riley Wealth Advisors
Florida
$37 +$37 +670 New
FPP
605
Findlay Park Partners
United Kingdom
– -$63.9M -1,170,000 Closed
Balyasny Asset Management
606
Balyasny Asset Management
Illinois
– -$10.2M -186,787 Closed
WMSA
607
Weiss Multi-Strategy Advisers
New York
– -$5.46M -100,000 Closed
WI
608
WBI Investments
New Jersey
– -$4.65M -85,230 Closed
AL
609
AJO LP
Pennsylvania
– -$3.53M -64,700 Closed
MCM
610
Matterhorn Capital Management
Texas
– -$3.42M -62,563 Closed
LP
611
LMR Partners
United Kingdom
– -$3.27M -59,810 Closed
HC
612
Hendley & Co
Ohio
– -$3.11M -57,005 Closed
DFIM
613
Detwiler Fenton Investment Management
Massachusetts
– -$2.71M -49,651 Closed
HW
614
Hancock Whitney
Mississippi
– -$2.69M -49,199 Closed
BSPF
615
British Steel Pension Fund
United Kingdom
– -$2.61M -47,782 Closed
SSI
616
Scott & Selber Inc
Texas
– -$2.58M -47,324 Closed
EML
617
Eos Management LP
New York
– -$2.51M -46,000 Closed
ARTA
618
A.R.T. Advisors
New York
– -$2.15M -39,334 Closed
LOAMS
619
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.12M -38,543 Closed
BKBG
620
BHF Kleinwort Benson Group
Belgium
– -$1.6M -37,000 Closed
CWM
621
Calamos Wealth Management
Illinois
– -$1.91M -34,965 Closed
HT
622
HAP Trading
New York
– -$1.69M -30,900 Closed
Wellington Management Group
623
Wellington Management Group
Massachusetts
– -$1.37M -25,122 Closed
PCM
624
Princeton Capital Management
New Jersey
– -$1.32M -24,230 Closed
NI
625
Numeric Investors
Massachusetts
– -$1.13M -20,600 Closed
22 23 24
25
26