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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
151
$2.11M
152
$2.09M
153
$2.08M
154
$2.06M
155
$2.03M
156
$1.99M
157
$1.99M
158
$1.95M
159
$1.86M
160
$1.85M
161
$1.84M
162
$1.82M
163
$1.79M
164
$1.78M
165
$1.77M
166
$1.76M
167
$1.73M
168
$1.7M
169
$1.67M
170
$1.67M
171
$1.64M
172
$1.61M
173
$1.61M
174
$1.54M
175
$1.54M