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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
326
$353K
327
$352K
328
$348K
329
$347K
330
$347K
331
$340K
332
$334K
333
$332K
334
$327K
335
$321K
336
$315K
337
$313K
338
$310K
339
$310K
340
$302K
341
$294K
342
$294K
343
$294K
344
$292K
345
$289K
346
$287K
347
$287K
348
$284K
349
$281K
350
$275K