Franklin Covey
62 hedge funds and large institutions have $139M invested in Franklin Covey in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 6 closing their positions.
771% more call options, than puts
Call options by funds: $9.9M | Put options by funds: $1.14M
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
5% more funds holding
Funds holding: 59 → 62 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 44.79% → 44.66% (-0.13%)
6% less capital invested
Capital invested by funds: $147M → $139M (-$8.58M)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
Top Sellers
FC Hedge Fund Activity: Q4 2018 in Review
62 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2018, worth a combined $139M — down 5.8% from $147M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FC positions and 6 closed out — a net gain of 3 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $1.87M. The largest seller was Dimensional Fund Advisors, cutting an estimated $883K.
- 62 institutional investors held Franklin Covey (FC) as of Q4 2018, up from 59 in Q3 2018.
- Funds reported $139M of Franklin Covey stock for Q4 2018, down 5.8% quarter-over-quarter.
- 9 funds opened new Franklin Covey positions in Q4 2018 and 6 closed out, a net change of +3 holders.
- The largest Franklin Covey buyer in Q4 2018 was Rice Hall James & Associates, an estimated $1.87M added.
- The largest Franklin Covey seller in Q4 2018 was Dimensional Fund Advisors, an estimated $883K sold.
Based on aggregated 13F filings for Q4 2018.