Franklin Covey
59 hedge funds and large institutions have $151M invested in Franklin Covey in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more call options, than puts
Call options by funds: $15.5M | Put options by funds: $9.4M
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
0% less capital invested
Capital invested by funds: $151M → $151M (-$316K)
0.32% less ownership
Funds ownership: 54.5% → 54.18% (-0.32%)
11% less funds holding
Funds holding: 66 → 59 (-7)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| 1 |
BlackRock
New York
|
+$14.4M |
| 2 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
+$2.56M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.02M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$1.78M |
| 5 |
OP
Osmium Partners
Greenbrae,
California
|
+$1.64M |
Top Sellers
| 1 |
CG
Cutler Group
San Francisco,
California
|
-$2.01M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.92M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.81M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$917K |
| 5 |
Millennium Management
New York
|
-$811K |
FC Hedge Fund Activity: Q1 2017 in Review
59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2017, worth a combined $151M — down 0.21% from $151M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FC and 7 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 26 added.
The largest buyer was BlackRock, adding an estimated $14.4M. The largest seller was Cutler Group, cutting an estimated $2.01M.
- 59 institutional investors held Franklin Covey (FC) as of Q1 2017, down from 66 in Q4 2016.
- Funds reported $151M of Franklin Covey stock for Q1 2017, down 0.21% quarter-over-quarter.
- 7 funds opened new Franklin Covey positions in Q1 2017 and 10 closed out, a net change of -3 holders.
- The largest Franklin Covey buyer in Q1 2017 was BlackRock, an estimated $14.4M added.
- The largest Franklin Covey seller in Q1 2017 was Cutler Group, an estimated $2.01M sold.
Based on aggregated 13F filings for Q1 2017.