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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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

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

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$578K
Puts
$254K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$59.5M
2
$33.5M
3
$29.4M
4
$24.1M
5
$23.7M
6
$15.4M
7
$11.7M
8
$11.7M
9
$10.8M
10
$10.7M
11
$10.4M
12
$10.4M
13
$10M
14
$8.11M
15
$7.43M
16
$7.01M
17
$6.93M
18
$5.87M
19
$5.49M
20
$5.05M
21
$4.97M
22
$4.6M
23
$4.4M
24
$4.3M
25
$4.15M