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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

128% more call options, than puts

Call options by funds: $578K | Put options by funds: $254K

10% more funds holding

Funds holding: 108119 (+11)

7% more capital invested

Capital invested by funds: $383M → $412M (+$28.7M)

2.68% more ownership

Funds ownership: 59.24%61.92% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
23
Increased
37
Reduced
40
Closed
9
Calls
$578K
Puts
$254K
Net Calls
+$324K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
+$119 +3 New
AF
127
Allworth Financial
California
+$318 +8 New
Simplex Trading
128
Simplex Trading
Illinois
+$318 +8 New