Franklin Covey
79 hedge funds and large institutions have $224M invested in Franklin Covey in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.56% less ownership
Funds ownership: 58.01% → 56.45% (-1.6%)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Holders
79
Holding in Top 10
–
Calls
$726K
Puts
$566K
Top Buyers
| 1 | +$3.17M | |
| 2 | +$2.92M | |
| 3 | +$2.23M | |
| 4 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
+$803K |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$700K |
Top Sellers
| 1 | -$2.47M | |
| 2 | -$2.43M | |
| 3 | -$2.04M | |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.52M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.31M |