Franklin Resources
529 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: 553 → 529 (-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
529
Holding in Top 10
4
Calls
$27M
Puts
$25.8M
Top Buyers
| 1 | +$55.9M | |
| 2 | +$37.7M | |
| 3 | +$18.6M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$18.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.8M |
Top Sellers
| 1 | -$46.9M | |
| 2 | -$36.4M | |
| 3 | -$34.7M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22.8M |
| 5 |
Millennium Management
New York
|
-$18.2M |