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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $383M → $412M (+$28.7M)

2.68% more ownership

Funds ownership: 59.24%61.92% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$254K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$4.02M
27
$3.7M
28
$3.42M
29
$3.21M
30
$3.19M
31
$3.06M
32
$3.06M
33
$2.93M
34
$2.76M
35
$2.64M
36
$2.33M
37
$1.85M
38
$1.81M
39
$1.77M
40
$1.75M
41
$1.73M
42
$1.7M
43
$1.64M
44
$1.54M
45
$1.47M
46
$1.41M
47
$1.41M
48
$1.4M
49
$1.33M
50
$1.17M