Franklin Covey
129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.
228% more call options, than puts
Call options by funds: $95K | Put options by funds: $29K
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
10% more funds holding
Funds holding: 117 → 129 (+12)
7% more capital invested
Capital invested by funds: $379M → $404M (+$25.7M)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
0.04% more ownership
Funds ownership: 75.11% → 75.15% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$18.2M |
| 2 |
Morgan Stanley
New York
|
-$3.61M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $494 | -$1.52K | -38 | -76% |
|
|
SCM
127
Sterling Capital Management
Charlotte,
North Carolina
| $494 | +$481 | +12 | New |
|
|
PA
128
Parallel Advisors
San Francisco,
California
| $247 | +$240 | +6 | New |
|
|
RIL
129
Rothschild Investment LLC
Chicago,
Illinois
| $206 | – | – | – |
|
|
CCIA
130
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$636K | -16,747 | Closed |
|
|
QC
131
Quadrature Capital
London,
United Kingdom
| – | -$496K | -13,081 | Closed |
|
132
Man Group
London,
United Kingdom
| – | -$361K | -9,489 | Closed |
|
133
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$342K | -9,011 | Closed |
|
|
DTL
134
Dynamic Technology Lab
Singapore
| – | -$246K | -6,476 | Closed |
|
|
EC
135
EntryPoint Capital
New York
| – | -$10.4K | -275 | Closed |
|
|
IC
136
Innealta Capital
Austin,
Texas
| – | -$418 | -11 | Closed |
|
|
GI
137
GAMMA Investing
Foster City,
California
| – | -$152 | -4 | Closed |
|
|
A
138
AlphaQuest
New York
| – | -$38 | -1 | Closed |
|
FC Hedge Fund Activity: Q3 2024 in Review
129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.
The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.
- 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
- Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
- 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
- The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
- The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2024.