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Franklin Covey

59 hedge funds and large institutions have $147M invested in Franklin Covey in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $159M → $147M (-$12.1M)

9% less funds holding

Funds holding: 6559 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
59
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
$12.6M
Puts
$2.54M
Net Calls
Net Calls Change

Top Sellers

1 -$8.22M
2 -$2.35M
3 -$1.59M
4
Invesco
Invesco
Georgia
-$1.24M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$620K
27
$602K
28
$591K
29
$576K
30
$532K
31
$519K
32
$483K
33
$475K
34
$448K
35
$420K
36
$408K
37
$389K
38
$385K
39
$355K
40
$348K
41
$291K
42
$265K
43
$264K
44
$242K
45
$224K
46
$218K
47
$153K
48
$102K
49
$75K
50
$62K