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Franklin Resources

554 hedge funds and large institutions have $5.37B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 236 increasing their positions, 166 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: $5.73B → $5.37B (-$357M)

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
554
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 +$71.8M
2 +$50.8M
3 +$38.6M
4
Invesco
Invesco
Georgia
+$33.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.6M

Top Sellers

1 -$79.4M
2 -$48.7M
3 -$25.4M
4
FFH
Fairfax Financial Holdings
Ontario, Canada
-$22.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$727K
252
$721K
253
$707K
254
$705K
255
$683K
256
$679K
257
$669K
258
$668K
259
$664K
260
$654K
261
$646K
262
$645K
263
$645K
264
$643K
265
$625K
266
$623K
267
$613K
268
$601K
269
$598K
270
$594K
271
$589K
272
$579K
273
$572K
274
$556K
275
$548K