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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
3
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
5
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
3
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
4
BlackRock Institutional Trust
California
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$66.9M -$3.18M -55,100 -5%
SB
52
Suntrust Banks
Georgia
$64.5M -$1.81M -31,371 -3%
AAMU
53
Amundi Asset Management US
Massachusetts
$60.3M -$6.12M -105,975 -9%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$59.7M -$2.32M -40,519 -4%
First Manhattan
55
First Manhattan
New York
$58.2M -$264K -4,575 -0.5%
GT
56
Glenmede Trust
Pennsylvania
$57.9M +$4.07M +70,537 +8%
CS
57
Credit Suisse
Switzerland
$56.2M +$1.35M +23,423 +2%
Brown Advisory
58
Brown Advisory
Maryland
$56.1M +$422K +7,304 +0.8%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$54M -$5.51M -95,363 -9%
Axa
60
Axa
France
$53.3M +$1.93M +33,509 +4%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$52.3M -$1.68M -29,163 -3%
PIM
62
Profit Investment Management
Maryland
$51.6M -$3.63M -62,805 -7%
Charles Schwab
63
Charles Schwab
California
$49.9M +$1.33M +22,964 +3%
Morgan Stanley
64
Morgan Stanley
New York
$49.9M +$17.3M +299,312 +53%
FAM
65
Fenimore Asset Management
New York
$47.7M -$256K -4,440 -0.5%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$47M -$3.07M -53,107 -6%
AllianceBernstein
67
AllianceBernstein
Tennessee
$46.5M -$370K -6,407 -0.8%
Franklin Resources
68
Franklin Resources
California
$45.6M +$12.7K +220 +0%
USAA
69
United Services Automobile Association
Texas
$45.1M +$6.2M +107,365 +16%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$45M -$32.5M -563,177 -42%
DnB Asset Management
71
DnB Asset Management
Norway
$44.9M -$1.08M -18,690 -2%
SIA
72
Sit Investment Associates
Minnesota
$44.2M -$7.5M -129,985 -15%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$42.9M +$294K +5,100 +0.7%
BIM
74
BlackRock Investment Management
Delaware
$41.1M -$1.99M -34,500 -5%
SI
75
Sentry Investments
Ontario, Canada
$40.9M +$12.8M +226,200 +45%
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