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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
376
$244K
377
$243K
378
$240K
379
$238K
380
$235K
381
$234K
382
$234K
383
$232K
384
$229K
385
$225K
386
$225K
387
$225K
388
$224K
389
$224K
390
$223K
391
$222K
392
$222K
393
$220K
394
$220K
395
$219K
396
$218K
397
$217K
398
$215K
399
$214K
400
$212K