BEN icon

Franklin Resources

569 hedge funds and large institutions have $8.04B invested in Franklin Resources in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 186 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $8.89B → $8.04B (-$846M)

19% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 230

50% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $24.9M

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.5M
Puts
$24.9M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$55.5M
3 +$53.2M
4
State Street
State Street
Massachusetts
+$31.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$30.9M

Top Sellers

1 -$197M
2 -$98.6M
3 -$81.7M
4
Goldman Sachs
Goldman Sachs
New York
-$71.7M
5
IIM
Ivory Investment Management
New York
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$603K
327
$603K
328
$596K
329
$585K
330
$584K
331
$581K
332
$575K
333
$571K
334
$561K
335
$553K
336
$549K
337
$548K
338
$536K
339
$526K
340
$526K
341
$525K
342
$525K
343
$524K
344
$522K
345
$520K
346
$516K
347
$516K
348
$506K
349
$498K
350
$483K