Franklin Covey
90 hedge funds and large institutions have $234M invested in Franklin Covey in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 2 closing their positions.
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
309% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $2.53M
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
32% more funds holding
Funds holding: 68 → 90 (+22)
7% more capital invested
Capital invested by funds: $220M → $234M (+$14.6M)
1.64% more ownership
Funds ownership: 46.26% → 47.9% (+1.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.07M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$3.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.61M |
| 4 |
Millennium Management
New York
|
+$2.46M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Osmium Partners
Greenbrae,
California
|
-$7.44M |
| 2 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$4.1M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$2.54M |
| 4 |
BlackRock
New York
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$791K |
FC Hedge Fund Activity: Q3 2019 in Review
90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2019, worth a combined $234M — up 6.7% from $220M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FC positions and 2 closed out — a net gain of 23 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.07M. The largest seller was Osmium Partners, cutting an estimated $7.44M.
- 90 institutional investors held Franklin Covey (FC) as of Q3 2019, up from 68 in Q2 2019.
- Funds reported $234M of Franklin Covey stock for Q3 2019, up 6.7% quarter-over-quarter.
- 25 funds opened new Franklin Covey positions in Q3 2019 and 2 closed out, a net change of +23 holders.
- The largest Franklin Covey buyer in Q3 2019 was Fidelity Investments, an estimated $4.07M added.
- The largest Franklin Covey seller in Q3 2019 was Osmium Partners, an estimated $7.44M sold.
Based on aggregated 13F filings for Q3 2019.