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Franklin Covey

117 hedge funds and large institutions have $379M invested in Franklin Covey in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 123117 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

62% less call options, than puts

Call options by funds: $178K | Put options by funds: $471K

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$178K
Puts
$471K
Net Calls
Net Calls Change

Top Sellers

1 -$6.86M
2 -$5.53M
3 -$4.36M
4
BGC
Blue Grotto Capital
Georgia
-$3.93M
5
BlackRock
BlackRock
New York
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$44.6M
2
$28.7M
3
$28.4M
4
$23.5M
5
$19.1M
6
$17.7M
7
$17.2M
8
$17M
9
$16.5M
10
$10.9M
11
$9.48M
12
$8.91M
13
$8.55M
14
$7.74M
15
$7.46M
16
$6.71M
17
$6.08M
18
$5.87M
19
$5.71M
20
$5.19M
21
$4.83M
22
$4.21M
23
$4.15M
24
$3.93M
25
$3.89M