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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
301
$406K
302
$403K
303
$402K
304
$393K
305
$393K
306
$384K
307
$381K
308
$380K
309
$379K
310
$379K
311
$378K
312
$377K
313
$375K
314
$372K
315
$372K
316
$372K
317
$369K
318
$368K
319
$366K
320
$365K
321
$363K
322
$360K
323
$359K
324
$357K
325
$356K