We are live on
!
Find out more
Franklin Covey
60 hedge funds and large institutions have $107M invested in Franklin Covey in 2013 Q2 according to their latest regulatory filings, with 60 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
48.54% more ownership
Funds ownership: 0% → 48.54% (+49%)
Holders
60
Holders Change
+60
Holders Change %
–
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
51
Panagora Asset Management
Boston,
Massachusetts
| $58K | +$59.9K | +4,323 | New |
|
|
U
52
UBS
Zurich,
Switzerland
| $55K | +$56.3K | +4,060 | New |
|
|
EWM
53
Evercore Wealth Management
New York
| $54K | +$55.5K | +4,000 | New |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $36K | +$37K | +2,666 | New |
|
|
SO
55
STRS Ohio
Columbus,
Ohio
| $32K | +$33.3K | +2,400 | New |
|
56
Citigroup
New York
| $28K | +$28.9K | +2,085 | New |
|
57
Ameriprise
Minneapolis,
Minnesota
| $18K | +$18.7K | +1,347 | New |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| $9K | +$9.05K | +653 | New |
|
|
MTIP
59
Magee Thomson Investment Partners
San Diego,
California
| $7K | +$6.91K | +498 | New |
|
|
OSAM
60
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5K | +$4.66K | +336 | New |
|
FC Hedge Fund Activity: Q2 2013 in Review
60 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2013, worth a combined $107M.
Buyers outnumbered sellers: 60 funds opened new FC positions and 0 closed out — a net gain of 60 holders — while 0 added to existing stakes and 0 trimmed.
- 60 institutional investors held Franklin Covey (FC) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $107M of Franklin Covey stock for Q2 2013.
- 60 funds opened new Franklin Covey positions in Q2 2013 and 0 closed out, a net change of +60 holders.
Based on aggregated 13F filings for Q2 2013.