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Franklin Resources
BEN

Overview Fund Activity

584 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-20
Holders Change %
-3.31%
% of All Funds
16.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
61
Increased
231
Reduced
200
Closed
80
Calls
$93.1M
Puts
$151M
Net Calls
-$57.5M
Net Calls Change
-$58.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$500M
2
Pzena Investment Management
Pzena Investment Management
New York
$288M
3
Bank of America
Bank of America
North Carolina
$104M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$153M
5
JHC
JFB Holdings Corp
Georgia
$109M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$476M
2
SAM
Southeastern Asset Management
Tennessee
$84.1M
3
American Century Companies
American Century Companies
Missouri
$204M
4
DAC
Dividend Assets Capital
South Carolina
$621K
5
AAMU
Amundi Asset Management US
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
601
Greystone Investment Management
Ohio
– -$3.43M -69,860 Closed
UF
602
Univest Financial
Pennsylvania
– -$3.07M -62,514 Closed
HHC
603
Hutchin Hill Capital
New York
– -$2.58M -52,600 Closed
GIM
604
Goelzer Investment Management
Indiana
– -$2.41M -49,076 Closed
BRCM
605
Bright Rock Capital Management
Massachusetts
– -$2.3M -47,000 Closed
PDN
606
Pensionfund DSM Netherlands
Netherlands
– -$2.26M -46,000 Closed
MCM
607
Maltese Capital Management
New York
– -$2.12M -43,200 Closed
BA
608
Bridgewater Associates
Connecticut
– -$1.54M -31,462 Closed
QI
609
Quotient Investors
New York
– -$1.3M -26,548 Closed
Tudor Investment Corp
610
Tudor Investment Corp
Connecticut
– -$1.2M -24,501 Closed
PCTC
611
Perkins Coie Trust Company
Washington
– -$1.2M -24,464 Closed
SIM
612
Sentry Investment Management
Wisconsin
– -$1.07M -21,819 Closed
Fisher Asset Management
613
Fisher Asset Management
Washington
– -$1.06M -21,580 Closed
CB
614
Chemical Bank
Michigan
– -$875K -17,848 Closed
CI
615
Cowen Inc
New York
– -$837K -17,079 Closed
WAM
616
Wolverine Asset Management
Illinois
– -$789K -16,100 Closed
PS
617
Pensionfund Sabic
Netherlands
– -$745K -15,200 Closed
PIC
618
Portland Investment Counsel
Ontario, Canada
– -$719K -14,662 Closed
ICM
619
IMS Capital Management
Oregon
– -$548K -11,179 Closed
CA
620
Cornerstone Advisors
North Carolina
– -$441K -9,000 Closed
DSAM
621
Dock Street Asset Management
Florida
– -$413K -8,415 Closed
GIM
622
Greenwich Investment Management
Connecticut
– -$397K -8,115 Closed
SG Americas Securities
623
SG Americas Securities
New York
– -$357K -7,291 Closed
NB
624
NBT Bank
New York
– -$334K -6,810 Closed
BDF
625
Balasa Dinverno & Foltz
– -$330K -6,731 Closed
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