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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.9B
2
Harris Associates
2
Harris Associates
Illinois
$1.48B
3
HCM
3
Highfields Capital Management
Massachusetts
$771M
4
FPP
4
Findlay Park Partners
United Kingdom
$82.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$169M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$174M
2
Ameriprise
2
Ameriprise
Minnesota
$53.4M
3
KIG
3
Kovitz Investment Group
Illinois
$18.8M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$15.3M
5
PI
5
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
U
51
UBS
Switzerland
$67.4M +$30.2M +558,092 +81%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$63.7M +$21.4M +395,808 +51%
SB
53
Suntrust Banks
Georgia
$62.8M +$2.25M +41,569 +4%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$61.3M +$24.6M +454,340 +67%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$57.1M +$30.3M +559,800 +113%
AAMU
56
Amundi Asset Management US
Massachusetts
$56.2M -$360K -6,636 -0.6%
First Manhattan
57
First Manhattan
New York
$56M +$1.43M +26,436 +3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$54.9M -$1.7M -31,383 -3%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$53.8M +$3.07M +56,650 +6%
GT
60
Glenmede Trust
Pennsylvania
$53.5M -$831K -15,338 -2%
Ameriprise
61
Ameriprise
Minnesota
$53.4M -$260M -4,806,689 -83%
Brown Advisory
62
Brown Advisory
Maryland
$53M +$334K +6,164 +0.6%
Franklin Resources
63
Franklin Resources
California
$51.9M +$9.14M +168,663 +21%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$48.7M -$438K -8,090 -0.9%
PIM
65
Profit Investment Management
Maryland
$48.4M -$6.5K -120 -0%
Charles Schwab
66
Charles Schwab
California
$48.3M +$1.43M +26,474 +3%
CS
67
Credit Suisse
Switzerland
$46.9M -$5.83M -107,562 -11%
Morgan Stanley
68
Morgan Stanley
New York
$44.6M -$2.17M -39,985 -5%
FAM
69
Fenimore Asset Management
New York
$44.5M -$295K -5,450 -0.7%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$43.4M -$736K -13,579 -2%
SI
71
Sentry Investments
Ontario, Canada
$42.7M +$3.44M +63,500 +9%
HEIP
72
Hudson Edge Investment Partners
New Jersey
$42.6M +$42.6M +787,005 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$42.3M -$1.33M -24,558 -3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$40.5M +$190K +3,500 +0.5%
BIM
75
BlackRock Investment Management
Delaware
$39.5M +$898K +16,581 +2%
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