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Franklin Covey

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.22% less ownership

Funds ownership: 75.15%74.93% (-0.22%)

8% less capital invested

Capital invested by funds: $404M → $371M (-$33.3M)

88% less call options, than puts

Call options by funds: $63K | Put options by funds: $537K

Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$537K
Net Calls
Net Calls Change

Top Buyers

1 +$4.75M
2 +$2.19M
3 +$1.86M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.39M
5
UBS Group
UBS Group
Switzerland
+$1.21M

Top Sellers

1 -$2.71M
2 -$2.62M
3 -$2.18M
4
ICM
Intrepid Capital Management
Florida
-$1.8M
5
BlackRock
BlackRock
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$368K
77
$361K
78
$357K
79
$340K
80
$332K
81
$319K
82
$314K
83
$309K
84
$308K
85
$295K
86
$279K
87
$272K
88
$271K
89
$254K
90
$246K
91
$242K
92
$240K
93
$239K
94
$235K
95
$229K
96
$228K
97
$227K
98
$215K
99
$210K
100
$208K