BEN icon

Franklin Resources

530 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 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: 554530 (-24)

23% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 220

32% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 68

Holders
530
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 +$55.9M
2 +$37.7M
3 +$18.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$18.5M
5
State Street
State Street
Massachusetts
+$12.8M

Top Sellers

1 -$46.9M
2 -$36.4M
3 -$34.7M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$22.8M
5
Millennium Management
Millennium Management
New York
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$905K
227
$903K
228
$867K
229
$854K
230
$844K
231
$842K
232
$812K
233
$811K
234
$809K
235
$800K
236
$796K
237
$786K
238
$770K
239
$761K
240
$758K
241
$752K
242
$748K
243
$744K
244
$727K
245
$723K
246
$721K
247
$712K
248
$707K
249
$707K
250
$689K