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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
76
$6.8M
77
$6.68M
78
$6.51M
79
$6.43M
80
$6.32M
81
$5.99M
82
$5.97M
83
$5.8M
84
$5.67M
85
$5.48M
86
$5.36M
87
$5.35M
88
$5.34M
89
$5.2M
90
$5.19M
91
$5.15M
92
$4.98M
93
$4.94M
94
$4.93M
95
$4.89M
96
$4.76M
97
$4.67M
98
$4.66M
99
$4.64M
100
$4.5M