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Franklin Covey

120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $387M → $387M (-$596K)

18% less call options, than puts

Call options by funds: $498K | Put options by funds: $609K

41% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 54

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$498K
Puts
$609K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.83M
27
$3.13M
28
$3.09M
29
$2.98M
30
$2.94M
31
$2.62M
32
$2.46M
33
$2.43M
34
$2.39M
35
$2.25M
36
$2.15M
37
$2.07M
38
$2.01M
39
$1.98M
40
$1.95M
41
$1.72M
42
$1.7M
43
$1.55M
44
$1.52M
45
$1.12M
46
$1.02M
47
$1.02M
48
$958K
49
$934K
50
$874K