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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 %
Tudor Investment Corp
626
Tudor Investment Corp
Connecticut
– -$673K -12,322 Closed
LBG
627
Lloyds Banking Group
United Kingdom
– -$630K -11,540 Closed
PP
628
PDT Partners
New York
– -$530K -9,700 Closed
HCC
629
Hirtle Callaghan & Co
Pennsylvania
– -$493K -9,019 Closed
PWP
630
Private Wealth Partners
California
– -$410K -7,500 Closed
JG
631
Jefferies Group
New York
– -$348K -6,364 Closed
GA
632
Geneva Advisors
Illinois
– -$320K -5,860 Closed
EMG
633
Ellington Management Group
Connecticut
– -$311K -5,700 Closed
AI
634
Atria Investments
North Carolina
– -$278K -5,099 Closed
GI
635
GAMCO Investors
Connecticut
– -$257K -4,700 Closed
FNT
636
First National Trust
Pennsylvania
– -$244K -4,475 Closed
Fuller & Thaler Asset Management
637
Fuller & Thaler Asset Management
California
– -$227K -4,150 Closed
D.E. Shaw & Co
638
D.E. Shaw & Co
New York
– -$218K -3,988 Closed
TCOT
639
Trust Company of Toledo
Ohio
– -$205K -3,762 Closed
NLI
640
Nippon Life Insurance
Japan
– -$180K -3,287 Closed
PHK
641
Point72 Hong Kong
Hong Kong
– -$171K -3,123 Closed
PTC
642
Private Trust Company
Ohio
– -$103K -1,891 Closed
SEC
643
Seven Eight Capital
New York
– -$65.5K -1,200 Closed
DA
644
Denali Advisors
California
– -$55K -1,000 Closed
S
645
SignatureFD
Georgia
– -$28K -510 Closed
SCA
646
Strategic Capital Alternatives
United States
– -$21K -389 Closed
LWM
647
LBA Wealth Management
Florida
– -$16K -292 Closed
Walleye Trading
648
Walleye Trading
New York
– -$12K -218 Closed
OCM
649
One Capital Management
California
– -$11K -210 Closed
JFA
650
JNBA Financial Advisors
Minnesota
– -$1K -24 Closed
22 23 24 25
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