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Franklin Covey
FC

108 hedge funds and large institutions have $383M invested in Franklin Covey in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,250% more call options, than puts

Call options by funds: $334K | Put options by funds: $4K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 104 → 108 (+4)

1.68% more ownership

Funds ownership: 57.56% → 59.24% (+1.7%)

1% more capital invested

Capital invested by funds: $381M → $383M (+$2.4M)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
30
Reduced
44
Closed
11
Calls
$334K
Puts
$4K
Net Calls
+$330K
Net Calls Change
+$84K

Top Buyers

1
KLC
Kent Lake Capital
Nevada
+$3.24M
2
BGC
Blue Grotto Capital
Georgia
+$3.18M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.29M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$2.03M
5
OAM
Oberweis Asset Management
Illinois
+$1.92M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.26M
2
BlackRock
BlackRock
New York
-$1.26M
3
LAM
Lapides Asset Management
Connecticut
-$1.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$780K
5
Morgan Stanley
Morgan Stanley
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$283K -$20.3K -439 -7%
MWM
77
Modera Wealth Management
New Jersey
$282K – – –
MIM
78
MetLife Investment Management
New Jersey
$275K +$103K +2,232 +58%
AllianceBernstein
79
AllianceBernstein
Tennessee
$271K – – –
JF
80
Jump Financial
Illinois
$268K -$4.45K -96 -2%
Principal Financial Group
81
Principal Financial Group
Iowa
$267K -$146K -3,150 -35%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$259K -$44.2K -955 -14%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$257K +$4.63K +100 +2%
UBS Group
84
UBS Group
Switzerland
$248K -$239K -5,160 -48%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$247K -$68.7K -1,484 -21%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$242K -$67.6K -1,460 -21%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$241K +$13.2K +285 +6%
EGM
88
Engineers Gate Manager
New York
$224K -$277K -5,985 -55%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$216K – – –
First Manhattan
90
First Manhattan
New York
$108K – – –
VI
91
Vestcor Inc
New Brunswick, Canada
$100K +$102K +2,212 New
SOW
92
State of Wyoming
Wyoming
$94K +$95.8K +2,069 New
AB
93
Amalgamated Bank
New York
$93K +$95K +2,051 New
AF
94
Amalgamated Financial
New York
$93K +$95K +2,051 New
Barclays
95
Barclays
United Kingdom
$92K -$613K -13,239 -87%
Lazard Asset Management
96
Lazard Asset Management
New York
$81K +$9.5K +205 +13%
Legal & General Group
97
Legal & General Group
United Kingdom
$60K -$46 -1 -0.1%
DWA
98
Dorsey Wright & Associates
California
$53K -$7.46K -161 -12%
TRCT
99
Tower Research Capital (TRC)
New York
$52K -$144K -3,110 -73%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$52K – – –
1 2 3
4
5

FC Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2022, worth a combined $383M — up 0.63% from $381M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FC positions and 11 closed out — a net gain of 4 holders — while 30 added to existing stakes and 44 trimmed.

The largest buyer was Kent Lake Capital, opening a new position worth an estimated $3.24M. The largest seller was Fidelity Investments, cutting an estimated $4.26M.

  • 108 institutional investors held Franklin Covey (FC) as of Q1 2022, up from 104 in Q4 2021.
  • Funds reported $383M of Franklin Covey stock for Q1 2022, up 0.63% quarter-over-quarter.
  • 15 funds opened new Franklin Covey positions in Q1 2022 and 11 closed out, a net change of +4 holders.
  • The largest Franklin Covey buyer in Q1 2022 was Kent Lake Capital, an estimated $3.24M added.
  • The largest Franklin Covey seller in Q1 2022 was Fidelity Investments, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2022.