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Franklin Covey
FC

104 hedge funds and large institutions have $381M invested in Franklin Covey in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $264K | Put options by funds: $18K

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $324M → $381M (+$56.7M)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more funds holding

Funds holding: 97 → 104 (+7)

1.45% more ownership

Funds ownership: 56.12% → 57.56% (+1.4%)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
38
Reduced
33
Closed
11
Calls
$264K
Puts
$18K
Net Calls
+$246K
Net Calls Change
-$596K

Top Buyers

1
BGC
Blue Grotto Capital
Georgia
+$5.83M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.82M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.22M
5
Goldman Sachs
Goldman Sachs
New York
+$1.02M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.21M
2
SAM
Silvercrest Asset Management
New York
-$2.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.44M
4
PM
Pembroke Management
Quebec, Canada
-$1.39M
5
RHJA
Rice Hall James & Associates
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$289K -$31K -700 -10%
JF
77
Jump Financial
Illinois
$279K +$267K +6,020 New
AllianceBernstein
78
AllianceBernstein
Tennessee
$278K – – –
DT
79
Diversified Trust
Tennessee
$264K – – –
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$259K – – –
TI
81
Trexquant Investment
Connecticut
$247K +$236K +5,330 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$234K -$13.1K -295 -6%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$222K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$198K -$310K -6,999 -62%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$192K +$84.2K +1,899 +84%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$183K – – –
MIM
87
MetLife Investment Management
New Jersey
$178K -$80.2K -1,809 -32%
Citigroup
88
Citigroup
New York
$150K +$80.2K +1,808 +127%
APP
89
Alpha Paradigm Partners
Illinois
$113K +$108K +2,446 New
First Manhattan
90
First Manhattan
New York
$111K – – –
Lazard Asset Management
91
Lazard Asset Management
New York
$73K -$13.6K -306 -16%
Legal & General Group
92
Legal & General Group
United Kingdom
$62K +$1.15K +26 +2%
DWA
93
Dorsey Wright & Associates
California
$62K +$8.16K +184 +16%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$54K – – –
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$51K +$48.8K +1,100 New
AIP
96
Ameritas Investment Partners
Nebraska
$47K – – –
TWC
97
TD Waterhouse Canada
Ontario, Canada
$42.9K +$31K +700 New
KBC Group
98
KBC Group
Belgium
$27K -$48K -1,083 -65%
GGHC
99
Gilder Gagnon Howe & Co
New York
$17K +$8.12K +183 +95%
ACM
100
Aquatic Capital Management
Illinois
$5K +$4.43K +100 New
1 2 3
4
5

FC Hedge Fund Activity: Q4 2021 in Review

104 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2021, worth a combined $381M — up 18% from $324M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FC positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Blue Grotto Capital, opening a new position worth an estimated $5.83M. The largest seller was Russell Investments Group, cutting an estimated $2.21M.

  • 104 institutional investors held Franklin Covey (FC) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $381M of Franklin Covey stock for Q4 2021, up 18% quarter-over-quarter.
  • 18 funds opened new Franklin Covey positions in Q4 2021 and 11 closed out, a net change of +7 holders.
  • The largest Franklin Covey buyer in Q4 2021 was Blue Grotto Capital, an estimated $5.83M added.
  • The largest Franklin Covey seller in Q4 2021 was Russell Investments Group, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2021.