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Franklin Resources

552 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, 234 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: $5.72B → $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
552
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
301
$403K
302
$402K
303
$393K
304
$393K
305
$384K
306
$381K
307
$380K
308
$379K
309
$379K
310
$378K
311
$377K
312
$375K
313
$372K
314
$372K
315
$372K
316
$369K
317
$368K
318
$366K
319
$365K
320
$363K
321
$360K
322
$359K
323
$357K
324
$356K
325
$353K