Franklin Covey
76 hedge funds and large institutions have $181M invested in Franklin Covey in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.
55,650% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $2K
26% more capital invested
Capital invested by funds: $144M → $181M (+$36.9M)
0% more funds holding
Funds holding: 76 → 76 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0.47% less ownership
Funds ownership: 58.48% → 58.01% (-0.47%)
23% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.42M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.35M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$961K |
| 4 |
Millennium Management
New York
|
+$898K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$861K |
| 2 |
Goldman Sachs
New York
|
-$748K |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$720K |
| 4 |
BlackRock
New York
|
-$653K |
| 5 |
Two Sigma Investments
New York
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
76
American International Group
New York
| $162 | -$4.35K | -209 | -3% |
|
77
Swiss National Bank
Zurich,
Switzerland
| – | -$465K | -26,200 | Closed |
|
78
Man Group
London,
United Kingdom
| – | -$374K | -21,062 | Closed |
|
|
WG
79
Winton Group
London,
United Kingdom
| – | -$270K | -15,230 | Closed |
|
80
AQR Capital Management
Greenwich,
Connecticut
| – | -$186K | -10,500 | Closed |
|
81
Lazard Asset Management
New York
| – | -$38K | -2,145 | Closed |
|
|
GT
82
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$11K | -675 | Closed |
|
83
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$12K | -665 | Closed |
|
84
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$11K | -600 | Closed |
|
85
Rockefeller Capital Management
New York
| – | -$2K | -113 | Closed |
|
86
Osaic Holdings
Scottsdale,
Arizona
| – | -$2K | -100 | Closed |
|
FC Hedge Fund Activity: Q4 2020 in Review
76 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2020, worth a combined $181M — up 26% from $144M a quarter earlier.
Fund positioning in FC was balanced in Q4 2020: 10 funds opened new positions, 10 closed out, 24 added to existing stakes and 31 trimmed.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.42M. The largest seller was Vanguard Group, cutting an estimated $861K.
- 76 institutional investors held Franklin Covey (FC) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $181M of Franklin Covey stock for Q4 2020, up 26% quarter-over-quarter.
- 10 funds opened new Franklin Covey positions in Q4 2020 and 10 closed out, a net change of 0 holders.
- The largest Franklin Covey buyer in Q4 2020 was B. Riley Wealth Advisors, an estimated $1.42M added.
- The largest Franklin Covey seller in Q4 2020 was Vanguard Group, an estimated $861K sold.
Based on aggregated 13F filings for Q4 2020.