BEN icon

Franklin Resources

551 hedge funds and large institutions have $5.36B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 234 increasing their positions, 165 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: $5.71B → $5.36B (-$356M)

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
551
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
JP Morgan Chase
JP Morgan Chase
New York
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$7.29M
77
$6.8M
78
$6.68M
79
$6.51M
80
$6.43M
81
$6.32M
82
$5.99M
83
$5.97M
84
$5.8M
85
$5.67M
86
$5.48M
87
$5.36M
88
$5.35M
89
$5.34M
90
$5.2M
91
$5.19M
92
$5.15M
93
$4.98M
94
$4.94M
95
$4.93M
96
$4.89M
97
$4.76M
98
$4.67M
99
$4.66M
100
$4.64M