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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
Southeastern Asset Management
Tennessee
$485M
2
VVP
Vulcan Value Partners
Alabama
$337M
3
Harris Associates
Harris Associates
Illinois
$1.68B
4
RIM
RS Investment Management
California
$59.6M
5
HCM
Highfields Capital Management
Massachusetts
$844M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.6M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.98B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$40.5M -$17.4M -314,749 -30%
SCM
77
Smead Capital Management
Arizona
$39.2M +$4.26M +77,008 +12%
USAA
78
United Services Automobile Association
Texas
$38.6M +$51.9K +937 +0.1%
MTB
79
Mizuho Trust & Banking
Japan
$38.4M +$9.25M +167,088 +32%
PPA
80
Parametric Portfolio Associates
Washington
$35.5M -$1.76M -31,739 -5%
ATN
81
AMF Tjänstepension
Sweden
$35.3M +$35.3M +637,058 New
WCM
82
Wedge Capital Management
North Carolina
$33.5M +$299K +5,400 +0.9%
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$33.4M +$4.51M +81,363 +16%
DnB Asset Management
84
DnB Asset Management
Norway
$33.4M -$4.05M -73,230 -11%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$33.4M -$576K -10,400 -2%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$32.9M -$85.8K -1,550 -0.3%
TA
87
Teachers Advisors
New York
$31.5M -$1.24M -22,413 -4%
Canada Life
88
Canada Life
Manitoba, Canada
$31.4M -$4.72M -85,304 -13%
RG
89
Renaissance Group
Kentucky
$31.4M -$1.1M -19,879 -3%
BC
90
Bartlett & Co
Ohio
$31M -$892K -16,113 -3%
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$30.7M -$2.6M -47,000 -8%
APG Asset Management
92
APG Asset Management
Netherlands
$30.1M -$4.6M -83,043 -13%
EAM
93
Edge Asset Management
Washington
$29.8M -$573K -10,352 -2%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$28.5M -$8.34M -150,254 -23%
RA
95
Royce & Associates
New York
$28.3M +$4.74M +85,600 +20%
SEI Investments
96
SEI Investments
Pennsylvania
$28M +$28M +505,341 New
GC
97
Guggenheim Capital
Illinois
$27.3M +$815K +14,721 +3%
BJ
98
BlackRock Japan
Japan
$27.3M +$1.85M +33,496 +7%
Principal Financial Group
99
Principal Financial Group
Iowa
$27.1M +$277K +5,003 +1%
BTS
100
BB&T Securities
Virginia
$26.4M -$2.38M -4,297 -8%
2 3
4
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