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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.

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 %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$53.8M -$1.52M -27,082 -3%
Charles Schwab
52
Charles Schwab
California
$53M +$871K +15,734 +2%
HEIP
53
Hudson Edge Investment Partners
New Jersey
$52.5M +$2.8M +50,629 +6%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$52.1M -$5.62M -101,566 -10%
Invesco
55
Invesco
Georgia
$51.1M -$5.91M -106,713 -10%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$50.4M -$5.85M -105,605 -10%
Morgan Stanley
57
Morgan Stanley
New York
$49.6M +$6.25M +112,881 +14%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$48.6M -$68.4M -1,236,097 -58%
GT
59
Glenmede Trust
Pennsylvania
$48M -$1.69M -30,578 -3%
SI
60
Sentry Investments
Ontario, Canada
$47.1M -$522K -9,435 -1%
VanEck Associates
61
VanEck Associates
New York
$46.1M +$46.1M +831,731 New
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$45.9M -$17.3M -311,779 -27%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$45.5M -$3.83M -69,215 -8%
FAM
64
Fenimore Asset Management
New York
$45.3M +$43.1K +778 +0.1%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$44.5M +$978K +17,660 +2%
UBS Group
66
UBS Group
Switzerland
$43.7M +$43.7M +789,925 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$42.3M -$1M -18,090 -2%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$41.9M -$4.85M -87,662 -10%
Franklin Resources
69
Franklin Resources
California
$41.8M -$12.9M -233,221 -24%
PIM
70
Profit Investment Management
Maryland
$41.8M -$679K -12,266 -2%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$41.3M -$1.31M -23,573 -3%
AllianceBernstein
72
AllianceBernstein
Tennessee
$41.2M -$1.34M -24,288 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$41.2M +$390K +7,050 +1%
Ameriprise
74
Ameriprise
Minnesota
$41.1M +$99.7K +1,800 +0.2%
BIM
75
BlackRock Investment Management
Delaware
$40.7M +$599K +10,817 +1%
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