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Franklin Covey

122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $416M → $365M (-$51.8M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

92% less call options, than puts

Call options by funds: $457K | Put options by funds: $5.54M

Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$457K
Puts
$5.54M
Net Calls
Net Calls Change

Top Sellers

1 -$2.41M
2 -$2.04M
3 -$1.94M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.87M
5
Man Group
Man Group
United Kingdom
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.04M
52
$1.01M
53
$974K
54
$835K
55
$697K
56
$685K
57
$647K
58
$638K
59
$615K
60
$603K
61
$602K
62
$598K
63
$597K
64
$560K
65
$539K
66
$512K
67
$511K
68
$507K
69
$474K
70
$462K
71
$421K
72
$413K
73
$412K
74
$398K
75
$392K