Franklin Covey
64 hedge funds and large institutions have $127M invested in Franklin Covey in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $270K
Holders
64
Holding in Top 10
1
Calls
–
Puts
$270K
Top Buyers
| 1 | +$282K | |
| 2 | +$153K | |
| 3 | +$151K | |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$129K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$123K |
Top Sellers
| 1 | -$937K | |
| 2 | -$691K | |
| 3 | -$679K | |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$586K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$419K |