Franklin Covey
68 hedge funds and large institutions have $220M invested in Franklin Covey in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.
385% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $3.23M
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
39% more capital invested
Capital invested by funds: $158M → $220M (+$61.3M)
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
11% more funds holding
Funds holding: 61 → 68 (+7)
1.34% more ownership
Funds ownership: 44.92% → 46.26% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$3.01M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.24M |
| 3 |
EGI
EAM Global Investors
Solana Beach,
California
|
+$1.25M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$1.23M |
| 5 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Osmium Partners
Greenbrae,
California
|
-$3.42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$766K |
| 4 |
SIM
Spark Investment Management
New York
|
-$600K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$495K |
FC Hedge Fund Activity: Q2 2019 in Review
68 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2019, worth a combined $220M — up 39% from $158M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FC positions and 3 closed out — a net gain of 9 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Cortina Asset Management, opening a new position worth an estimated $3.01M. The largest seller was Osmium Partners, cutting an estimated $3.42M.
- 68 institutional investors held Franklin Covey (FC) as of Q2 2019, up from 61 in Q1 2019.
- Funds reported $220M of Franklin Covey stock for Q2 2019, up 39% quarter-over-quarter.
- 12 funds opened new Franklin Covey positions in Q2 2019 and 3 closed out, a net change of +9 holders.
- The largest Franklin Covey buyer in Q2 2019 was Cortina Asset Management, an estimated $3.01M added.
- The largest Franklin Covey seller in Q2 2019 was Osmium Partners, an estimated $3.42M sold.
Based on aggregated 13F filings for Q2 2019.