Franklin Covey
65 hedge funds and large institutions have $175M invested in Franklin Covey in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 10 closing their positions.
559% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $3.96M
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
24% more capital invested
Capital invested by funds: $141M → $175M (+$33.6M)
7% more funds holding
Funds holding: 61 → 65 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.23% less ownership
Funds ownership: 49.05% → 46.82% (-2.2%)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parallax Volatility Advisers
San Francisco,
California
|
+$9.87M |
| 2 |
Simplex Trading
Chicago,
Illinois
|
+$2.31M |
| 3 |
OP
Osmium Partners
Greenbrae,
California
|
+$1.41M |
| 4 |
Renaissance Technologies
New York
|
+$957K |
| 5 |
Two Sigma Investments
New York
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.18M |
| 2 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$4.71M |
| 3 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
-$3.75M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$2.13M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.92M |
FC Hedge Fund Activity: Q1 2018 in Review
65 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q1 2018, worth a combined $175M — up 24% from $141M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FC positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 27 trimmed.
The largest buyer was Parallax Volatility Advisers, adding an estimated $9.87M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.18M sold.
- 65 institutional investors held Franklin Covey (FC) as of Q1 2018, up from 61 in Q4 2017.
- Funds reported $175M of Franklin Covey stock for Q1 2018, up 24% quarter-over-quarter.
- 14 funds opened new Franklin Covey positions in Q1 2018 and 10 closed out, a net change of +4 holders.
- The largest Franklin Covey buyer in Q1 2018 was Parallax Volatility Advisers, an estimated $9.87M added.
- The largest Franklin Covey seller in Q1 2018 was Susquehanna International Group, an estimated $7.18M sold.
Based on aggregated 13F filings for Q1 2018.