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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
151
$2.14M
152
$2.11M
153
$2.11M
154
$2.09M
155
$2.08M
156
$2.06M
157
$2.03M
158
$1.99M
159
$1.99M
160
$1.95M
161
$1.86M
162
$1.85M
163
$1.84M
164
$1.82M
165
$1.79M
166
$1.78M
167
$1.77M
168
$1.76M
169
$1.73M
170
$1.7M
171
$1.67M
172
$1.67M
173
$1.64M
174
$1.61M
175
$1.61M