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Franklin Covey

120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $387M → $387M (-$596K)

18% less call options, than puts

Call options by funds: $498K | Put options by funds: $609K

41% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 54

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$498K
Puts
$609K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$49.7M
2
$28.5M
3
$25.9M
4
$21.9M
5
$20.4M
6
$17.7M
7
$14.1M
8
$12.1M
9
$10.8M
10
$10.8M
11
$10.1M
12
$10.1M
13
$9.48M
14
$9.27M
15
$7.95M
16
$7.79M
17
$7.06M
18
$6.5M
19
$5.51M
20
$5.19M
21
$5.16M
22
$4.92M
23
$4.5M
24
$4.05M
25
$3.95M