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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
76
$382K
77
$377K
78
$363K
79
$342K
80
$329K
81
$301K
82
$300K
83
$294K
84
$273K
85
$268K
86
$258K
87
$241K
88
$238K
89
$234K
90
$233K
91
$231K
92
$227K
93
$226K
94
$224K
95
$221K
96
$216K
97
$216K
98
$211K
99
$208K
100
$207K