Franklin Covey
119 hedge funds and large institutions have $412M invested in Franklin Covey in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
128% more call options, than puts
Call options by funds: $578K | Put options by funds: $254K
10% more funds holding
Funds holding: 108 → 119 (+11)
7% more capital invested
Capital invested by funds: $383M → $412M (+$28.7M)
2.68% more ownership
Funds ownership: 59.24% → 61.92% (+2.7%)
8% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$9.32M |
| 2 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
+$6.98M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$5.96M |
| 4 |
AI
Acuitas Investments
Seattle,
Washington
|
+$4.35M |
| 5 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.7M |
| 3 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$2.19M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$2.02M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.98M |
FC Hedge Fund Activity: Q2 2022 in Review
119 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2022, worth a combined $412M — up 7.5% from $383M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FC positions and 9 closed out — a net gain of 14 holders — while 37 added to existing stakes and 40 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $9.32M. The largest seller was Fidelity Investments, cutting an estimated $12.7M.
- 119 institutional investors held Franklin Covey (FC) as of Q2 2022, up from 108 in Q1 2022.
- Funds reported $412M of Franklin Covey stock for Q2 2022, up 7.5% quarter-over-quarter.
- 23 funds opened new Franklin Covey positions in Q2 2022 and 9 closed out, a net change of +14 holders.
- The largest Franklin Covey buyer in Q2 2022 was TownSquare Capital, an estimated $9.32M added.
- The largest Franklin Covey seller in Q2 2022 was Fidelity Investments, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2022.