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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 120119 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292K
Puts
$96K
Net Calls
Net Calls Change

Top Buyers

1 +$11.1M
2 +$6.57M
3 +$3.51M
4
BlackRock
BlackRock
New York
+$2.7M
5
MC
McMorgan & Co
California
+$2.57M

Top Sellers

1 -$2.94M
2 -$2.15M
3 -$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.89M
5
Bank of America
Bank of America
North Carolina
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$53.1M
2
$29.6M
3
$26.5M
4
$23.2M
5
$20.9M
6
$20.7M
7
$19.9M
8
$16.7M
9
$11.5M
10
$10.9M
11
$10.4M
12
$10.2M
13
$9.25M
14
$8.97M
15
$8.4M
16
$7.69M
17
$7.51M
18
$6.25M
19
$6.19M
20
$5.86M
21
$5.23M
22
$5M
23
$4.56M
24
$3.92M
25
$3.9M