Franklin Covey
63 hedge funds and large institutions have $191M invested in Franklin Covey in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
1.54% more ownership
Funds ownership: 57.12% → 58.66% (+1.5%)
2% more capital invested
Capital invested by funds: $188M → $191M (+$2.99M)
0% more funds holding
Funds holding: 63 → 63 (0)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$3.73M |
| 2 |
OP
Osmium Partners
Greenbrae,
California
|
+$1.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$901K |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$565K |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$1.28M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$937K |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$914K |
| 5 |
RA
Royce & Associates
New York
|
-$756K |
FC Hedge Fund Activity: Q4 2014 in Review
63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2014, worth a combined $191M — up 1.6% from $188M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FC positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 24 trimmed.
The largest buyer was Pembroke Management, adding an estimated $3.73M. The largest seller was William Blair & Company, cutting an estimated $1.28M.
- 63 institutional investors held Franklin Covey (FC) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $191M of Franklin Covey stock for Q4 2014, up 1.6% quarter-over-quarter.
- 7 funds opened new Franklin Covey positions in Q4 2014 and 5 closed out, a net change of +2 holders.
- The largest Franklin Covey buyer in Q4 2014 was Pembroke Management, an estimated $3.73M added.
- The largest Franklin Covey seller in Q4 2014 was William Blair & Company, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2014.