Franklin Covey
70 hedge funds and large institutions have $190M invested in Franklin Covey in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $179M → $190M (+$11.3M)
3% more funds holding
Funds holding: 68 → 70 (+2)
2.16% more ownership
Funds ownership: 54.26% → 56.43% (+2.2%)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
Top Buyers
Top Sellers
FC Hedge Fund Activity: Q2 2014 in Review
70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2014, worth a combined $190M — up 6.3% from $179M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FC positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Pembroke Management, adding an estimated $5.19M. The largest seller was Osmium Partners, cutting an estimated $1.69M.
- 70 institutional investors held Franklin Covey (FC) as of Q2 2014, up from 68 in Q1 2014.
- Funds reported $190M of Franklin Covey stock for Q2 2014, up 6.3% quarter-over-quarter.
- 9 funds opened new Franklin Covey positions in Q2 2014 and 7 closed out, a net change of +2 holders.
- The largest Franklin Covey buyer in Q2 2014 was Pembroke Management, an estimated $5.19M added.
- The largest Franklin Covey seller in Q2 2014 was Osmium Partners, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2014.