Franklin Covey
71 hedge funds and large institutions have $208M invested in Franklin Covey in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
9% more funds holding
Funds holding: 65 → 71 (+6)
8% more capital invested
Capital invested by funds: $192M → $208M (+$16.1M)
1.91% more ownership
Funds ownership: 58.9% → 60.8% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$9.76M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.82M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$2.93M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.18M |
| 5 |
Two Sigma Investments
New York
|
+$610K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$8.26M |
| 2 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$4.33M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$1.37M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$965K |
| 5 |
Morgan Stanley
New York
|
-$708K |
FC Hedge Fund Activity: Q2 2015 in Review
71 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2015, worth a combined $208M — up 8.4% from $192M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FC positions and 4 closed out — a net gain of 6 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Skyline Asset Management, opening a new position worth an estimated $9.76M. The largest seller was William Blair & Company, cutting an estimated $8.26M.
- 71 institutional investors held Franklin Covey (FC) as of Q2 2015, up from 65 in Q1 2015.
- Funds reported $208M of Franklin Covey stock for Q2 2015, up 8.4% quarter-over-quarter.
- 10 funds opened new Franklin Covey positions in Q2 2015 and 4 closed out, a net change of +6 holders.
- The largest Franklin Covey buyer in Q2 2015 was Skyline Asset Management, an estimated $9.76M added.
- The largest Franklin Covey seller in Q2 2015 was William Blair & Company, an estimated $8.26M sold.
Based on aggregated 13F filings for Q2 2015.