Franklin Covey
105 hedge funds and large institutions have $277M invested in Franklin Covey in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 5 closing their positions.
240,633% more call options, than puts
Call options by funds: $7.22M | Put options by funds: $3K
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 30
18% more capital invested
Capital invested by funds: $234M → $277M (+$42.5M)
17% more funds holding
Funds holding: 90 → 105 (+15)
13.5% more ownership
Funds ownership: 47.9% → 61.4% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
+$26.2M |
| 2 |
YU
Yale University
New Haven,
Connecticut
|
+$15M |
| 3 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
+$11M |
| 4 |
TOPU
Trustees of Princeton University
Princeton,
New Jersey
|
+$7.18M |
| 5 |
Renaissance Technologies
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$5.44M |
| 2 |
OP
Osmium Partners
Greenbrae,
California
|
-$2.46M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.27M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$979K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$912K |
FC Hedge Fund Activity: Q4 2019 in Review
105 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2019, worth a combined $277M — up 18% from $234M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FC positions and 5 closed out — a net gain of 15 holders — while 43 added to existing stakes and 30 trimmed.
The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $26.2M. The largest seller was Pembroke Management, cutting an estimated $5.44M.
- 105 institutional investors held Franklin Covey (FC) as of Q4 2019, up from 90 in Q3 2019.
- Funds reported $277M of Franklin Covey stock for Q4 2019, up 18% quarter-over-quarter.
- 20 funds opened new Franklin Covey positions in Q4 2019 and 5 closed out, a net change of +15 holders.
- The largest Franklin Covey buyer in Q4 2019 was Oregon Public Employees Retirement Fund, an estimated $26.2M added.
- The largest Franklin Covey seller in Q4 2019 was Pembroke Management, an estimated $5.44M sold.
Based on aggregated 13F filings for Q4 2019.