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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 120119 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292K
Puts
$96K
Net Calls
Net Calls Change

Top Buyers

1 +$11.1M
2 +$6.57M
3 +$3.51M
4
BlackRock
BlackRock
New York
+$2.7M
5
MC
McMorgan & Co
California
+$2.57M

Top Sellers

1 -$2.94M
2 -$2.15M
3 -$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.89M
5
Bank of America
Bank of America
North Carolina
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.78M
27
$3.15M
28
$3.13M
29
$3.02M
30
$2.93M
31
$2.93M
32
$2.87M
33
$2.57M
34
$2.4M
35
$2.37M
36
$2.18M
37
$2.16M
38
$2.07M
39
$2.01M
40
$1.94M
41
$1.93M
42
$1.75M
43
$1.5M
44
$1.41M
45
$1.24M
46
$1.18M
47
$1.02M
48
$1.02M
49
$1.01M
50
$992K