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Franklin Covey
FC

60 hedge funds and large institutions have $107M invested in Franklin Covey in 2013 Q2 according to their latest regulatory filings, with 60 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

48.54% more ownership

Funds ownership: 0% → 48.54% (+49%)

Holders
60
Holders Change
+60
Holders Change %
–
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$17.1M +$17.6M +1,272,216 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.5M +$17M +1,224,905 New
OP
3
Osmium Partners
California
$15.2M +$15.7M +1,132,059 New
WA
4
Wasatch Advisors
Utah
$11.6M +$11.9M +861,835 New
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.94M +$8.18M +589,791 New
BIT
6
BlackRock Institutional Trust
California
$6.51M +$6.71M +483,849 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.04M +$5.2M +374,846 New
Bank of America
8
Bank of America
North Carolina
$3.23M +$3.33M +239,885 New
BFA
9
BlackRock Fund Advisors
California
$3.13M +$3.22M +232,419 New
State Street
10
State Street
Massachusetts
$2.48M +$2.56M +184,499 New
Northern Trust
11
Northern Trust
Illinois
$2.4M +$2.47M +178,366 New
Renaissance Technologies
12
Renaissance Technologies
New York
$1.17M +$1.21M +86,927 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.11M +$1.14M +82,356 New
CCM
14
Cadence Capital Management
Massachusetts
$1.06M +$1.09M +78,680 New
CW
15
Cobiz Wealth
Colorado
$851K +$876K +63,198 New
Morgan Stanley
16
Morgan Stanley
New York
$751K +$774K +55,796 New
Goldman Sachs
17
Goldman Sachs
New York
$739K +$761K +54,906 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$609K +$627K +45,215 New
TCIM
19
TIAA CREF Investment Management
New York
$605K +$623K +44,919 New
NSIM
20
North Star Investment Management
Illinois
$529K +$545K +39,325 New
Two Sigma Investments
21
Two Sigma Investments
New York
$524K +$539K +38,908 New
OAM
22
Oxford Asset Management
United Kingdom
$473K +$488K +35,174 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$469K +$483K +34,845 New
Wells Fargo
24
Wells Fargo
California
$406K +$419K +30,200 New
Charles Schwab
25
Charles Schwab
California
$400K +$391K +28,221 New
1
2 3

FC Hedge Fund Activity: Q2 2013 in Review

60 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2013, worth a combined $107M.

Buyers outnumbered sellers: 60 funds opened new FC positions and 0 closed out — a net gain of 60 holders — while 0 added to existing stakes and 0 trimmed.

  • 60 institutional investors held Franklin Covey (FC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $107M of Franklin Covey stock for Q2 2013.
  • 60 funds opened new Franklin Covey positions in Q2 2013 and 0 closed out, a net change of +60 holders.

Based on aggregated 13F filings for Q2 2013.