Franklin Covey
85 hedge funds and large institutions have $181M invested in Franklin Covey in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.
297% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $1.23M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $132M → $181M (+$48.8M)
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
0.54% less ownership
Funds ownership: 61.57% → 61.02% (-0.54%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 86 → 85 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Lyon Street Capital
Sausalito,
California
|
+$2.23M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.96M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$1.87M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.04M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
-$4.62M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.95M |
| 3 |
Millennium Management
New York
|
-$1.14M |
| 4 |
Renaissance Technologies
New York
|
-$1.01M |
| 5 |
CCPM
Cooper Creek Partners Management
New York
|
-$569K |
FC Hedge Fund Activity: Q2 2020 in Review
85 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2020, worth a combined $181M — up 37% from $132M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FC and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 36 added.
The largest buyer was Lyon Street Capital, opening a new position worth an estimated $2.23M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $4.62M.
- 85 institutional investors held Franklin Covey (FC) as of Q2 2020, down from 86 in Q1 2020.
- Funds reported $181M of Franklin Covey stock for Q2 2020, up 37% quarter-over-quarter.
- 11 funds opened new Franklin Covey positions in Q2 2020 and 12 closed out, a net change of -1 holder.
- The largest Franklin Covey buyer in Q2 2020 was Lyon Street Capital, an estimated $2.23M added.
- The largest Franklin Covey seller in Q2 2020 was Oregon Public Employees Retirement Fund, an estimated $4.62M sold.
Based on aggregated 13F filings for Q2 2020.