Franklin Covey
86 hedge funds and large institutions have $132M invested in Franklin Covey in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 34 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
45% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $2.23M
0.18% more ownership
Funds ownership: 61.4% → 61.58% (+0.18%)
18% less funds holding
Funds holding: 105 → 86 (-19)
52% less capital invested
Capital invested by funds: $277M → $132M (-$144M)
56% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 34
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$3.87M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.59M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$3.27M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YU
Yale University
New Haven,
Connecticut
|
-$13.3M |
| 2 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$9.79M |
| 3 |
TOPU
Trustees of Princeton University
Princeton,
New Jersey
|
-$6.39M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.18M |
| 5 |
OP
Osmium Partners
Greenbrae,
California
|
-$3.2M |
FC Hedge Fund Activity: Q1 2020 in Review
86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2020, worth a combined $132M — down 52% from $277M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of FC and 15 opened new positions — a net loss of 19 holders — while 19 trimmed existing stakes and 38 added.
The largest buyer was BlackRock, adding an estimated $13M. The largest seller was Yale University, exiting entirely with an estimated $13.3M sold.
- 86 institutional investors held Franklin Covey (FC) as of Q1 2020, down from 105 in Q4 2019.
- Funds reported $132M of Franklin Covey stock for Q1 2020, down 52% quarter-over-quarter.
- 15 funds opened new Franklin Covey positions in Q1 2020 and 34 closed out, a net change of -19 holders.
- The largest Franklin Covey buyer in Q1 2020 was BlackRock, an estimated $13M added.
- The largest Franklin Covey seller in Q1 2020 was Yale University, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2020.