Franklin Covey
97 hedge funds and large institutions have $324M invested in Franklin Covey in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 7 closing their positions.
759% more call options, than puts
Call options by funds: $953K | Put options by funds: $111K
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
31% more capital invested
Capital invested by funds: $248M → $324M (+$76.5M)
21% more funds holding
Funds holding: 80 → 97 (+17)
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
1.97% more ownership
Funds ownership: 54.15% → 56.12% (+2%)
Top Buyers
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.88M |
| 2 |
BCM
Brasada Capital Management
Houston,
Texas
|
+$2.52M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.09M |
| 4 |
BlackRock
New York
|
+$2.03M |
| 5 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$1.92M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$230K | -7,111 | Closed |
|
102
California Public Employees Retirement System
Sacramento,
California
| – | -$205K | -6,328 | Closed |
|
|
PAM
103
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -55 | Closed |
|
104
Wells Fargo
San Francisco,
California
| – | -$1K | -41 | Closed |
|
FC Hedge Fund Activity: Q3 2021 in Review
97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2021, worth a combined $324M — up 31% from $248M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FC positions and 7 closed out — a net gain of 17 holders — while 31 added to existing stakes and 28 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.88M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $8.18M.
- 97 institutional investors held Franklin Covey (FC) as of Q3 2021, up from 80 in Q2 2021.
- Funds reported $324M of Franklin Covey stock for Q3 2021, up 31% quarter-over-quarter.
- 24 funds opened new Franklin Covey positions in Q3 2021 and 7 closed out, a net change of +17 holders.
- The largest Franklin Covey buyer in Q3 2021 was Hillsdale Investment Management, an estimated $4.88M added.
- The largest Franklin Covey seller in Q3 2021 was Oregon Public Employees Retirement Fund, an estimated $8.18M sold.
Based on aggregated 13F filings for Q3 2021.