BEN icon

Franklin Resources

532 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 47 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: 555532 (-23)

23% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 220

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

Holders
532
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 +$54.1M
2 +$36.5M
3 +$18M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.9M
5
State Street
State Street
Massachusetts
+$12.2M

Top Sellers

1 -$45.4M
2 -$36.4M
3 -$33.6M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$22M
5
Millennium Management
Millennium Management
New York
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$357K
327
$353K
328
$352K
329
$348K
330
$347K
331
$347K
332
$340K
333
$334K
334
$332K
335
$327K
336
$321K
337
$315K
338
$313K
339
$310K
340
$310K
341
$302K
342
$294K
343
$294K
344
$294K
345
$292K
346
$289K
347
$287K
348
$287K
349
$284K
350
$281K