Franklin Covey
120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
4% more funds holding
Funds holding: 115 → 120 (+5)
2.83% more ownership
Funds ownership: 65.09% → 67.92% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $387M → $387M (-$596K)
18% less call options, than puts
Call options by funds: $498K | Put options by funds: $609K
41% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 54
Top Buyers
| 1 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
+$11.8M |
| 2 |
Millennium Management
New York
|
+$5.17M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.21M |
| 5 |
Renaissance Technologies
New York
|
+$2.13M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
126
Vestcor Inc
Fredericton,
New Brunswick, Canada
| – | -$86K | -1,969 | Closed |
|
|
PMEF
127
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$29.2K | -668 | Closed |
|
128
Allspring Global Investments
Charlotte,
North Carolina
| – | -$21.5K | -493 | Closed |
|
|
GGHC
129
Gilder Gagnon Howe & Co
New York
| – | -$16.8K | -385 | Closed |
|
FC Hedge Fund Activity: Q3 2023 in Review
120 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2023, worth a combined $387M — down 0.15% from $387M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FC positions and 10 closed out — a net gain of 6 holders — while 32 added to existing stakes and 54 trimmed.
The largest buyer was Nine Ten Capital Management, adding an estimated $11.8M. The largest seller was EP Wealth Advisors, cutting an estimated $6.64M.
- 120 institutional investors held Franklin Covey (FC) as of Q3 2023, up from 115 in Q2 2023.
- Funds reported $387M of Franklin Covey stock for Q3 2023, down 0.15% quarter-over-quarter.
- 16 funds opened new Franklin Covey positions in Q3 2023 and 10 closed out, a net change of +6 holders.
- The largest Franklin Covey buyer in Q3 2023 was Nine Ten Capital Management, an estimated $11.8M added.
- The largest Franklin Covey seller in Q3 2023 was EP Wealth Advisors, an estimated $6.64M sold.
Based on aggregated 13F filings for Q3 2023.