Franklin Covey
70 hedge funds and large institutions have $167M invested in Franklin Covey in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
8% more funds holding
Funds holding: 65 → 70 (+5)
3% more capital invested
Capital invested by funds: $161M → $167M (+$5.5M)
0.79% more ownership
Funds ownership: 60.73% → 61.52% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
Top Sellers
FC Hedge Fund Activity: Q4 2015 in Review
70 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2015, worth a combined $167M — up 3.4% from $161M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FC positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 20 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.27M. The largest seller was Wasatch Advisors, cutting an estimated $4.19M.
- 70 institutional investors held Franklin Covey (FC) as of Q4 2015, up from 65 in Q3 2015.
- Funds reported $167M of Franklin Covey stock for Q4 2015, up 3.4% quarter-over-quarter.
- 10 funds opened new Franklin Covey positions in Q4 2015 and 5 closed out, a net change of +5 holders.
- The largest Franklin Covey buyer in Q4 2015 was Wellington Management Group, an estimated $2.27M added.
- The largest Franklin Covey seller in Q4 2015 was Wasatch Advisors, an estimated $4.19M sold.
Based on aggregated 13F filings for Q4 2015.