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Franklin Covey

59 hedge funds and large institutions have $147M invested in Franklin Covey in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $159M → $147M (-$12.1M)

9% less funds holding

Funds holding: 6559 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$2.54M
Net Calls
Net Calls Change

Top Sellers

1 -$8.22M
2 -$2.35M
3 -$1.59M
4
Invesco
Invesco
Georgia
-$1.24M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$21.9M
2
$19.4M
3
$19.3M
4
$12.7M
5
$11.5M
6
$8.5M
7
$6.18M
8
$5.34M
9
$4.68M
10
$4.35M
11
$3.97M
12
$3.3M
13
$2.9M
14
$2.51M
15
$1.76M
16
$1.44M
17
$1.43M
18
$1.35M
19
$948K
20
$941K
21
$919K
22
$908K
23
$698K
24
$678K
25
$652K