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Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.11B
2
Harris Associates
2
Harris Associates
Illinois
$1.64B
3
Deutsche Bank
3
Deutsche Bank
Germany
$146M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$36M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$33.9M

Top Sellers

1
MC
1
Montag & Caldwell
Georgia
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$58.7M
3
Prudential Financial
3
Prudential Financial
New Jersey
$63.9M
4
SB
4
Suntrust Banks
Georgia
$3.83M
5
American Century Companies
5
American Century Companies
Missouri
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
101
Sit Investment Associates
Minnesota
$28.4M -$12.3M -213,185 -30%
Principal Financial Group
102
Principal Financial Group
Iowa
$28M -$933K -16,123 -3%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$27.2M -$2.58M -44,693 -9%
SIC
104
Schwartz Investment Counsel
Michigan
$27.1M +$1.74M +30,000 +7%
PP
105
Prospector Partners
Connecticut
$26.9M -$110K -1,900 -0.4%
STC
106
SEI Trust Company
Pennsylvania
$26M +$1.34M +23,208 +5%
Mawer Investment Management
107
Mawer Investment Management
Alberta, Canada
$24.9M +$379K +6,550 +2%
BJ
108
BlackRock Japan
Japan
$24.6M -$3.71M -64,083 -13%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$24.1M -$2.7M -46,609 -10%
RA
110
Royce & Associates
New York
$22.8M +$787K +13,600 +4%
FQ
111
First Quadrant
California
$20.8M -$4.92M -85,100 -19%
BAC
112
Boys Arnold & Co
North Carolina
$20.8M -$16.8K -290 -0.1%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$20.2M +$2.75M +47,630 +16%
TIP
114
Torray Investment Partners
Maryland
$20M +$12.2M +210,170 +154%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$20M +$135K +2,332 +0.7%
WBC
116
Westpac Banking Corp
Australia
$19.9M +$213K +3,687 +1%
Select Equity Group
117
Select Equity Group
New York
$19.8M +$1.46M +25,306 +8%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$18.8M +$304K +5,270 +2%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.5M -$838K -14,491 -4%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$18.3M -$522K -9,023 -3%
NFA
121
Nationwide Fund Advisors
Ohio
$17.6M +$1.38M +23,801 +8%
CSIC
122
Clifford Swan Investment Counsel
California
$17.4M +$2.69M +46,422 +18%
CCM
123
Compass Capital Management
Minnesota
$17.1M +$280K +4,835 +2%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$16.8M -$5.77M -99,672 -26%
BSA
125
Braun Stacey Associates
New York
$16.7M -$2.46M -42,475 -13%
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5
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