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Franklin Resources
BEN

Overview Fund Activity

548 hedge funds and large institutions have $10.2B invested in Franklin Resources in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+34
Holders Change %
+6.61%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
93
Increased
161
Reduced
213
Closed
52
Calls
$305M
Puts
$156M
Net Calls
+$149M
Net Calls Change
+$161M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$853M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$170M
3
Renaissance Technologies
Renaissance Technologies
New York
$38.5M
4
Asset Management One
Asset Management One
Japan
$25.4M
5
State Street
State Street
Massachusetts
$813M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$214M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$822M
3
Morgan Stanley
Morgan Stanley
New York
$161M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.76M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$10.9M +274,362 +1%
HCM
2
Highfields Capital Management
Massachusetts
$853M +$87.1M +2,200,000 +11%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$822M -$294M -7,417,866 -26%
State Street
4
State Street
Massachusetts
$813M +$22.1M +559,012 +3%
Pzena Investment Management
5
Pzena Investment Management
New York
$409M -$7.84M -197,965 -2%
BIT
6
BlackRock Institutional Trust
California
$373M +$4.22M +106,615 +1%
ACM
7
Abrams Capital Management
Massachusetts
$314M – – –
KP
8
Kiltearn Partners
United Kingdom
$234M +$16.1M +407,600 +7%
VVP
9
Vulcan Value Partners
Alabama
$214M -$348M -8,789,020 -62%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$207M -$25.2M -636,630 -11%
BFA
11
BlackRock Fund Advisors
California
$201M +$19.5M +493,421 +11%
Northern Trust
12
Northern Trust
Illinois
$179M -$19.4M -490,369 -10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$170M +$41.3M +1,042,479 +32%
Morgan Stanley
14
Morgan Stanley
New York
$161M -$158M -3,990,790 -50%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$154M -$40.2M -1,015,762 -21%
BG
16
BlackRock Group
United Kingdom
$144M +$21.3M +538,619 +17%
Select Equity Group
17
Select Equity Group
New York
$142M +$7.57M +191,237 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$135M +$1.78M +44,962 +1%
Goldman Sachs
19
Goldman Sachs
New York
$133M +$19.1M +483,132 +17%
SAM
20
Southeastern Asset Management
Tennessee
$95.4M -$4.34M -109,544 -4%
Norges Bank
21
Norges Bank
Norway
$93.4M -$4.03M -101,858 -4%
APG Asset Management
22
APG Asset Management
Netherlands
$78.2M +$4.26M +113,454 +6%
GFA
23
Gallagher Fiduciary Advisors
Illinois
$77.7M -$2.75M -69,566 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$71.8M +$430K +10,856 +0.6%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$65.4M -$3.69M -93,157 -5%
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