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Franklin Covey
123 hedge funds and large institutions have $385M invested in Franklin Covey in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
3% more funds holding
Funds holding: 119 → 123 (+4)
2.57% more ownership
Funds ownership: 71.21% → 73.78% (+2.6%)
8% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 40
7% more call options, than puts
Call options by funds: $435K | Put options by funds: $408K
6% less capital invested
Capital invested by funds: $412M → $385M (-$26.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
43
Reduced
40
Closed
20
Calls
$435K
Puts
$408K
Net Calls
+$27K
Net Calls Change
-$169K
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.97M |
| 3 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$4.39M |
| 4 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$1.25M |
| 5 |
BlackRock
New York
|
+$1.18M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$2.94M |
| 2 |
AI
Acuitas Investments
Seattle,
Washington
|
-$2.93M |
| 3 |
Morgan Stanley
New York
|
-$2.59M |
| 4 |
BCM
Brasada Capital Management
Houston,
Texas
|
-$1.8M |
| 5 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$1.74M |
