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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.

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
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$198M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$139M
5
Harris Associates
5
Harris Associates
Illinois
$1.32B

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 Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.49B 25,861,856 +4,590,210 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B 24,621,832 +353,783 +1%
Harris Associates
3
Harris Associates
Illinois
$1.32B 22,890,575 +2,194,626 +11%
State Street
4
State Street
Massachusetts
$1.11B 19,158,834 +153,810 +0.8%
HCM
5
Highfields Capital Management
Massachusetts
$715M 12,376,895 +5,416,454 +78%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$702M 12,158,745 -7,992,051 -40%
BIT
7
BlackRock Institutional Trust
California
$606M 10,503,024 -863,331 -8%
Northern Trust
8
Northern Trust
Illinois
$463M 8,020,938 -117,763 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$456M 7,900,756 -282,454 -3%
American Century Companies
10
American Century Companies
Missouri
$449M 7,778,555 +261,007 +3%
Wells Fargo
11
Wells Fargo
California
$390M 6,756,525 -348,905 -5%
Ameriprise
12
Ameriprise
Minnesota
$334M 5,792,531 -840,478 -13%
BFA
13
BlackRock Fund Advisors
California
$220M 3,814,277 +113,622 +3%
Norges Bank
14
Norges Bank
Norway
$206M 3,569,588 -483,052 -12%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$198M 3,432,632 +3,432,632 New
Pzena Investment Management
16
Pzena Investment Management
New York
$186M 3,229,729 -142,593 -4%
VVP
17
Vulcan Value Partners
Alabama
$182M 3,155,174 +705,130 +29%
MC
18
Montag & Caldwell
Georgia
$175M 3,028,632 +892,081 +42%
BG
19
BlackRock Group
United Kingdom
$174M 3,007,582 -428,208 -12%
Bessemer Group
20
Bessemer Group
New Jersey
$171M 2,957,628 +975 +0%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$167M 2,885,125 +37,837 +1%
MAA
22
Managed Account Advisors
New Jersey
$151M 2,615,651 -175,296 -6%
RFC
23
Russell Frank Company
Washington
$147M 2,833,414 -200,738 -7%
GFA
24
Gallagher Fiduciary Advisors
Illinois
$139M 2,408,658 +2,408,658 New
WA
25
Wintergreen Advisers
New Jersey
$134M 2,326,950 – –
1
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