Franklin Covey
123 hedge funds and large institutions have $385M invested in Franklin Covey in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
7% more call options, than puts
Call options by funds: $435K | Put options by funds: $408K
6% less capital invested
Capital invested by funds: $412M → $385M (-$26.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
123
Holding in Top 10
1
Calls
$435K
Puts
$408K
Top Buyers
| 1 | +$12.7M | |
| 2 | +$6.86M | |
| 3 | +$4.31M | |
| 4 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$1.23M |
| 5 |
BlackRock
New York
|
+$1.17M |
Top Sellers
| 1 | -$2.93M | |
| 2 | -$2.89M | |
| 3 | -$2.55M | |
| 4 |
BCM
Brasada Capital Management
Houston,
Texas
|
-$1.77M |
| 5 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$1.71M |