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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 %
SIPS
201
Shelter Insurance Profit Sharing
Missouri
$5.33M – – –
Allianz Asset Management
202
Allianz Asset Management
Germany
$5.24M -$8.81K -159 -0.2%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$5.19M -$434K -7,844 -8%
EIM
204
ExxonMobil Investment Management
Texas
$5.12M -$227K -4,091 -4%
M&T Bank
205
M&T Bank
New York
$5.05M +$29.8K +538 +0.6%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$4.96M -$190K -3,429 -4%
N
207
Natixis
France
$4.86M -$16.6M -300,227 -77%
BC
208
Burney Company
Virginia
$4.8M +$264K +4,773 +6%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$4.68M +$55.1K +996 +1%
FWCM
210
Ferguson Wellman Capital Management
Oregon
$4.66M +$4.15K +75 +0.1%
HJA
211
Hugh Johnson Advisors
New York
$4.64M -$101K -1,822 -2%
RT
212
Rockland Trust
Massachusetts
$4.62M +$23.5K +425 +0.5%
MIS
213
Morningstar Investment Services
Illinois
$4.54M +$2.34M +42,319 +107%
SAM
214
Shell Asset Management
Netherlands
$4.29M +$625K +11,287 +17%
BFO
215
Boston Family Office
Massachusetts
$4.22M -$4.98K -90 -0.1%
RJA
216
Raymond James & Associates
Florida
$4.2M -$1.49M -26,832 -26%
PI
217
Placemark Investments
Illinois
$4.13M -$224K -4,041 -5%
TBA
218
Tower Bridge Advisors
Pennsylvania
$4.01M -$296K -5,350 -7%
BCAM
219
Boston Common Asset Management
Massachusetts
$4M -$61K -1,102 -2%
GC
220
Grimes & Company
Massachusetts
$3.98M +$41.7K +753 +1%
PIC
221
Portland Investment Counsel
Ontario, Canada
$3.97M +$3.17M +57,325 +400%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.96M -$39K -705 -1%
RCM
223
Riverhead Capital Management
Delaware
$3.91M -$124K -2,243 -3%
Bessemer Group
224
Bessemer Group
New Jersey
$3.85M -$157M -2,842,129 -98%
GIM
225
Greystone Investment Management
Ohio
$3.83M +$3.32K +60 +0.1%
7 8
9
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