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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.

New
Increased
Maintained
Reduced
Closed
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 %
Dimensional Fund Advisors
101
Dimensional Fund Advisors
Texas
$29.1M +$79.7K +1,381 +0.3%
Principal Financial Group
102
Principal Financial Group
Iowa
$28.5M +$5.83K +101 +0%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$28.5M -$1.1M -19,000 -4%
TA
104
Teachers Advisors
New York
$28.3M +$672K +11,648 +2%
APG Asset Management
105
APG Asset Management
Netherlands
$27.8M -$656K -11,357 -2%
PP
106
Prospector Partners
Connecticut
$27.5M +$1.35M +23,450 +5%
SCM
107
Smead Capital Management
Arizona
$26.2M +$2.07M +35,820 +9%
Barclays
108
Barclays
United Kingdom
$25.9M -$423K -7,419 -2%
FQ
109
First Quadrant
California
$25.7M +$9.62M +166,600 +60%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$24.6M -$2.84M -49,180 -10%
BCIM
111
British Columbia Investment Management
British Columbia, Canada
$24.4M +$2.66M +46,129 +12%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$24.3M -$2.44M -42,340 -9%
GC
113
Guggenheim Capital
Illinois
$24.2M -$5.77M -100,020 -19%
STC
114
SEI Trust Company
Pennsylvania
$22.4M +$4.29M +74,388 +24%
Mawer Investment Management
115
Mawer Investment Management
Alberta, Canada
$22.2M +$22.2M +384,402 New
SIC
116
Schwartz Investment Counsel
Michigan
$21.9M +$2.75M +47,650 +14%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$21.6M +$339K +5,874 +2%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8M -$98.7K -1,710 -0.5%
IGIM
119
I.G. Investment Management
Manitoba, Canada
$20.8M +$20.8M +360,000 New
BAC
120
Boys Arnold & Co
North Carolina
$20.8M -$23.6K -408 -0.1%
BSA
121
Braun Stacey Associates
New York
$20.7M -$1.83M -31,675 -8%
RA
122
Royce & Associates
New York
$20.3M +$837K +14,500 +4%
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$19.7M +$385K +6,669 +2%
MSA
124
Mason Street Advisors
Wisconsin
$19.3M +$2.48M +42,975 +15%
Select Equity Group
125
Select Equity Group
New York
$19.2M +$19.2M +333,430 New
3 4
5
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