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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
101
$4.4M
102
$4.38M
103
$4.31M
104
$4.22M
105
$4.06M
106
$3.97M
107
$3.89M
108
$3.87M
109
$3.48M
110
$3.46M
111
$3.42M
112
$3.4M
113
$3.33M
114
$3.22M
115
$3.19M
116
$3.15M
117
$3.07M
118
$3.04M
119
$3.04M
120
$2.99M
121
$2.94M
122
$2.84M
123
$2.83M
124
$2.82M
125
$2.77M