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Franklin Covey

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.22% less ownership

Funds ownership: 75.15%74.93% (-0.22%)

8% less capital invested

Capital invested by funds: $404M → $371M (-$33.3M)

88% less call options, than puts

Call options by funds: $63K | Put options by funds: $537K

Holders
138
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
$63K
Puts
$537K
Net Calls
Net Calls Change

Top Buyers

1 +$4.75M
2 +$2.19M
3 +$1.86M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.39M
5
UBS Group
UBS Group
Switzerland
+$1.21M

Top Sellers

1 -$2.71M
2 -$2.62M
3 -$2.18M
4
ICM
Intrepid Capital Management
Florida
-$1.8M
5
BlackRock
BlackRock
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.3M
27
$2.61M
28
$2.54M
29
$2.33M
30
$2.27M
31
$2.25M
32
$2.19M
33
$2.16M
34
$2.09M
35
$2.05M
36
$1.86M
37
$1.84M
38
$1.74M
39
$1.72M
40
$1.71M
41
$1.65M
42
$1.58M
43
$1.5M
44
$1.35M
45
$1.33M
46
$1.31M
47
$1.25M
48
$1.25M
49
$1.21M
50
$1.07M