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Franklin Resources

530 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 554530 (-24)

23% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 220

32% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 68

Holders
530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27M
Puts
$25.8M
Net Calls
Net Calls Change

Top Buyers

1 +$55.9M
2 +$37.7M
3 +$18.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$18.5M
5
State Street
State Street
Massachusetts
+$12.8M

Top Sellers

1 -$46.9M
2 -$36.4M
3 -$34.7M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$22.8M
5
Millennium Management
Millennium Management
New York
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.32M
202
$1.31M
203
$1.25M
204
$1.24M
205
$1.17M
206
$1.14M
207
$1.12M
208
$1.1M
209
$1.08M
210
$1.02M
211
$1.02M
212
$1.01M
213
$989K
214
$981K
215
$971K
216
$961K
217
$954K
218
$954K
219
$946K
220
$945K
221
$938K
222
$930K
223
$919K
224
$918K
225
$917K