Franklin Covey
122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
12% less capital invested
Capital invested by funds: $416M → $365M (-$51.8M)
45% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 29
92% less call options, than puts
Call options by funds: $457K | Put options by funds: $5.54M
Holders
122
Holding in Top 10
4
Calls
$457K
Puts
$5.54M
Top Buyers
1 | +$3.96M | |
2 | +$2.99M | |
3 | +$2.58M | |
4 |
Morgan Stanley
New York
|
+$1.98M |
5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.81M |
Top Sellers
1 | -$2.41M | |
2 | -$2.04M | |
3 | -$1.94M | |
4 |
Renaissance Technologies
New York
|
-$1.87M |
5 |
Man Group
London,
United Kingdom
|
-$1.63M |