BEN icon

Franklin Resources

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $18.4B → $17.4B (-$987M)

10% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $27.5M

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$27.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.9B
2
$1.48B
3
$1.33B
4
$1B
5
$771M
6
$567M
7
$474M
8
$445M
9
$393M
10
$365M
11
$216M
12
$212M
13
$193M
14
$186M
15
$183M
16
$174M
17
$172M
18
$170M
19
$169M
20
$157M
21
$157M
22
$151M
23
$137M
24
$130M
25
$128M