Franklin Covey
65 hedge funds and large institutions have $192M invested in Franklin Covey in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 63 → 65 (+2)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
0.24% more ownership
Funds ownership: 58.66% → 58.9% (+0.24%)
0% more capital invested
Capital invested by funds: $191M → $192M (+$310K)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.24M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$1.85M |
| 3 |
SC
Spitfire Capital
Mill Valley,
California
|
+$1.74M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$1.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Osmium Partners
Greenbrae,
California
|
-$2.27M |
| 2 |
RA
Royce & Associates
New York
|
-$1.8M |
| 3 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$1.63M |
| 4 |
MAG
Millrace Asset Group
Berwyn,
Pennsylvania
|
-$1.06M |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.02M |
FC Hedge Fund Activity: Q1 2015 in Review
65 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2015, worth a combined $192M — up 0.16% from $191M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FC positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 22 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $2.24M. The largest seller was Osmium Partners, cutting an estimated $2.27M.
- 65 institutional investors held Franklin Covey (FC) as of Q1 2015, up from 63 in Q4 2014.
- Funds reported $192M of Franklin Covey stock for Q1 2015, up 0.16% quarter-over-quarter.
- 7 funds opened new Franklin Covey positions in Q1 2015 and 5 closed out, a net change of +2 holders.
- The largest Franklin Covey buyer in Q1 2015 was Punch & Associates Investment Management, an estimated $2.24M added.
- The largest Franklin Covey seller in Q1 2015 was Osmium Partners, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2015.