BEN icon

Franklin Resources

532 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 555532 (-23)

23% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 220

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$25.8M
Net Calls
Net Calls Change

Top Buyers

1 +$54.1M
2 +$36.5M
3 +$18M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.9M
5
State Street
State Street
Massachusetts
+$12.2M

Top Sellers

1 -$45.4M
2 -$36.4M
3 -$33.6M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$22M
5
Millennium Management
Millennium Management
New York
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$917K
227
$905K
228
$903K
229
$867K
230
$854K
231
$844K
232
$842K
233
$812K
234
$811K
235
$809K
236
$800K
237
$796K
238
$786K
239
$770K
240
$761K
241
$758K
242
$752K
243
$748K
244
$744K
245
$727K
246
$723K
247
$721K
248
$712K
249
$707K
250
$707K