BEN icon

Franklin Resources

551 hedge funds and large institutions have $5.36B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 234 increasing their positions, 165 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $5.71B → $5.36B (-$356M)

19% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 94

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.3M
Puts
$53M
Net Calls
Net Calls Change

Top Buyers

1 +$67.2M
2 +$47.5M
3 +$36.1M
4
Invesco
Invesco
Georgia
+$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$707K
252
$705K
253
$683K
254
$679K
255
$669K
256
$668K
257
$664K
258
$654K
259
$646K
260
$645K
261
$645K
262
$643K
263
$625K
264
$623K
265
$613K
266
$601K
267
$598K
268
$594K
269
$589K
270
$579K
271
$572K
272
$556K
273
$548K
274
$548K
275
$535K