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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
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 %
Aviva
151
Aviva
United Kingdom
$9.37M -$34.9K -630 -0.4%
SEM
152
Suncoast Equity Management
Florida
$9.31M +$3.52M +63,640 +61%
CRC
153
Curi RMB Capital
Illinois
$9.27M -$119K -2,148 -1%
AIG
154
American International Group
New York
$9.11M +$40.6K +733 +0.4%
AAM
155
Auxier Asset Management
Oregon
$8.99M -$4.15K -75 -0%
SOMRS
156
State of Michigan Retirement System
Michigan
$8.94M – – –
Macquarie Group
157
Macquarie Group
Australia
$8.93M -$159K -2,870 -2%
DM
158
Delphi Management
Massachusetts
$8.93M +$8.93M +161,205 New
AG
159
Aperio Group
California
$8.66M -$144K -2,604 -2%
IG
160
ING Group
Netherlands
$8.61M +$2.54M +45,949 +42%
WHG
161
Westwood Holdings Group
Texas
$8.58M -$2.39M -43,250 -22%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$8.51M +$4.25M +76,676 +99%
First Trust Advisors
163
First Trust Advisors
Illinois
$8.42M +$1.18M +21,344 +16%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$8.41M -$431K -7,783 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
165
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.31M -$1.52M -27,400 -15%
TPSF
166
Texas Permanent School Fund
Texas
$8.26M -$216K -3,901 -3%
TSU
167
TD Securities (USA)
New York
$8.24M +$614K +11,097 +8%
AIMCA
168
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.11M +$6.43M +116,100 +382%
National Pension Service
169
National Pension Service
South Korea
$7.92M -$878K -15,866 -10%
HighTower Advisors
170
HighTower Advisors
Illinois
$7.69M +$232K +4,185 +3%
ACP
171
Ashfield Capital Partners
California
$7.45M -$375K -6,768 -5%
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$7.36M -$808K -14,600 -10%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.34M -$698K -12,600 -9%
BCM
174
Brown Capital Management
Maryland
$7.33M -$1.31M -23,726 -15%
CCMH
175
Cornerstone Capital Management Holdings
New York
$7.19M +$173K +3,127 +2%
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7
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