Franklin Covey
61 hedge funds and large institutions have $158M invested in Franklin Covey in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.
161% more call options, than puts
Call options by funds: $7.03M | Put options by funds: $2.69M
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
14% more capital invested
Capital invested by funds: $139M → $158M (+$18.9M)
0.08% more ownership
Funds ownership: 44.66% → 44.74% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 62 → 61 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$2.04M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$644K |
| 5 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parallax Volatility Advisers
San Francisco,
California
|
-$4.19M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$917K |
| 3 |
BlackRock
New York
|
-$859K |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$727K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$558K |
FC Hedge Fund Activity: Q1 2019 in Review
61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2019, worth a combined $158M — up 14% from $139M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FC and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 28 added.
The largest buyer was Rice Hall James & Associates, adding an estimated $2.04M. The largest seller was Parallax Volatility Advisers, exiting entirely with an estimated $4.19M sold.
- 61 institutional investors held Franklin Covey (FC) as of Q1 2019, down from 62 in Q4 2018.
- Funds reported $158M of Franklin Covey stock for Q1 2019, up 14% quarter-over-quarter.
- 5 funds opened new Franklin Covey positions in Q1 2019 and 6 closed out, a net change of -1 holder.
- The largest Franklin Covey buyer in Q1 2019 was Rice Hall James & Associates, an estimated $2.04M added.
- The largest Franklin Covey seller in Q1 2019 was Parallax Volatility Advisers, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2019.