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Franklin Covey

115 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less call options, than puts

Call options by funds: $218K | Put options by funds: $310K

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$218K
Puts
$310K
Net Calls
Net Calls Change

Top Sellers

1 -$7.32M
2 -$6.64M
3 -$6.41M
4
Norges Bank
Norges Bank
Norway
-$3.96M
5
N
Nuveen
North Carolina
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$280K
77
$279K
78
$277K
79
$277K
80
$277K
81
$271K
82
$266K
83
$256K
84
$255K
85
$245K
86
$243K
87
$240K
88
$236K
89
$236K
90
$227K
91
$226K
92
$225K
93
$223K
94
$222K
95
$216K
96
$210K
97
$208K
98
$105K
99
$93.7K
100
$93.6K