Franklin Covey
65 hedge funds and large institutions have $159M invested in Franklin Covey in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 8 closing their positions.
612% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $3.02M
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding
Funds holding: 65 → 65 (0)
0.11% less ownership
Funds ownership: 46.82% → 46.71% (-0.11%)
9% less capital invested
Capital invested by funds: $175M → $159M (-$15.1M)
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parallax Volatility Advisers
San Francisco,
California
|
+$4.89M |
| 2 |
PM
Precept Management
Dallas,
Texas
|
+$1.74M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.61M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.2M |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$3.23M |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$2.37M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.16M |
| 4 |
Renaissance Technologies
New York
|
-$1.14M |
| 5 |
RA
Royce & Associates
New York
|
-$1.1M |
FC Hedge Fund Activity: Q2 2018 in Review
65 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2018, worth a combined $159M — down 8.7% from $175M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FC positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 26 trimmed.
The largest buyer was Parallax Volatility Advisers, adding an estimated $4.89M. The largest seller was PEAK6 Group, cutting an estimated $3.23M.
- 65 institutional investors held Franklin Covey (FC) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $159M of Franklin Covey stock for Q2 2018, down 8.7% quarter-over-quarter.
- 9 funds opened new Franklin Covey positions in Q2 2018 and 8 closed out, a net change of +1 holder.
- The largest Franklin Covey buyer in Q2 2018 was Parallax Volatility Advisers, an estimated $4.89M added.
- The largest Franklin Covey seller in Q2 2018 was PEAK6 Group, an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2018.