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Franklin Resources

550 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 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:

7% less capital invested

Capital invested by funds: $5.71B → $5.3B (-$412M)

20% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 95

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
550
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 +$67.2M
2 +$47.5M
3 +$36.1M
4
Invesco
Invesco
Georgia
+$31.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$11.4M
52
$11M
53
$10.9M
54
$10.7M
55
$10.4M
56
$10.4M
57
$10.1M
58
$9.91M
59
$9.66M
60
$9.42M
61
$9.38M
62
$9.35M
63
$9.29M
64
$8.82M
65
$8.66M
66
$8.61M
67
$8.61M
68
$8.55M
69
$8.3M
70
$8.28M
71
$8.08M
72
$8.02M
73
$7.8M
74
$7.68M
75
$7.29M