Franklin Covey
66 hedge funds and large institutions have $151M invested in Franklin Covey in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
10% more capital invested
Capital invested by funds: $137M → $151M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.31% less ownership
Funds ownership: 54.81% → 54.5% (-0.31%)
4% less funds holding
Funds holding: 69 → 66 (-3)
29% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $21.9M
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Cutler Group
San Francisco,
California
|
+$4.18M |
| 2 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$1.83M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.75M |
| 4 |
JP Morgan Chase
New York
|
+$1.45M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Spitfire Capital
Mill Valley,
California
|
-$7.67M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$6.23M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$2.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.05M |
| 5 |
MC
Menta Capital
San Francisco,
California
|
-$598K |
FC Hedge Fund Activity: Q4 2016 in Review
66 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2016, worth a combined $151M — up 10% from $137M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FC and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 33 added.
The largest buyer was Cutler Group, adding an estimated $4.18M. The largest seller was Spitfire Capital, exiting entirely with an estimated $7.67M sold.
- 66 institutional investors held Franklin Covey (FC) as of Q4 2016, down from 69 in Q3 2016.
- Funds reported $151M of Franklin Covey stock for Q4 2016, up 10% quarter-over-quarter.
- 6 funds opened new Franklin Covey positions in Q4 2016 and 9 closed out, a net change of -3 holders.
- The largest Franklin Covey buyer in Q4 2016 was Cutler Group, an estimated $4.18M added.
- The largest Franklin Covey seller in Q4 2016 was Spitfire Capital, an estimated $7.67M sold.
Based on aggregated 13F filings for Q4 2016.