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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
301
$459K
302
$455K
303
$453K
304
$449K
305
$434K
306
$433K
307
$421K
308
$420K
309
$415K
310
$406K
311
$403K
312
$401K
313
$397K
314
$395K
315
$393K
316
$392K
317
$391K
318
$381K
319
$378K
320
$376K
321
$375K
322
$371K
323
$365K
324
$364K
325
$357K