Franklin Covey
133 hedge funds and large institutions have $431M invested in Franklin Covey in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
97% more call options, than puts
Call options by funds: $804K | Put options by funds: $408K
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
12% more funds holding
Funds holding: 119 → 133 (+14)
6.52% more ownership
Funds ownership: 61.92% → 68.44% (+6.5%)
5% more capital invested
Capital invested by funds: $412M → $431M (+$18.7M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.9M |
| 2 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$3.87M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.81M |
| 4 |
Renaissance Technologies
New York
|
+$3.26M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.6M |
| 2 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$8.11M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$5.65M |
| 4 |
PCM
Potomac Capital Management
New York
|
-$951K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$842K |
FC Hedge Fund Activity: Q3 2022 in Review
133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2022, worth a combined $431M — up 4.5% from $412M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FC positions and 12 closed out — a net gain of 15 holders — while 48 added to existing stakes and 36 trimmed.
The largest buyer was Millennium Management, adding an estimated $10.9M. The largest seller was BlackRock, cutting an estimated $11.6M.
- 133 institutional investors held Franklin Covey (FC) as of Q3 2022, up from 119 in Q2 2022.
- Funds reported $431M of Franklin Covey stock for Q3 2022, up 4.5% quarter-over-quarter.
- 27 funds opened new Franklin Covey positions in Q3 2022 and 12 closed out, a net change of +15 holders.
- The largest Franklin Covey buyer in Q3 2022 was Millennium Management, an estimated $10.9M added.
- The largest Franklin Covey seller in Q3 2022 was BlackRock, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2022.