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.
1.33% more ownership
Funds ownership: 73.78% → 75.11% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $385M → $379M (-$6.2M)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
5% less funds holding
Funds holding: 123 → 117 (-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
Top Buyers
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$16.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.9M |
| 3 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$2.67M |
| 4 |
MAG
Millrace Asset Group
Berwyn,
Pennsylvania
|
+$1.67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.61M |
Top Sellers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$6.86M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$5.53M |
| 3 |
Morgan Stanley
New York
|
-$4.31M |
| 4 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$3.93M |
| 5 |
BlackRock
New York
|
-$2.86M |
FC Hedge Fund Activity: Q2 2024 in Review
117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2024, worth a combined $379M — down 1.6% from $385M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FC and 23 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 40 added.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $16.8M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $6.86M sold.
- 117 institutional investors held Franklin Covey (FC) as of Q2 2024, down from 123 in Q1 2024.
- Funds reported $379M of Franklin Covey stock for Q2 2024, down 1.6% quarter-over-quarter.
- 23 funds opened new Franklin Covey positions in Q2 2024 and 28 closed out, a net change of -5 holders.
- The largest Franklin Covey buyer in Q2 2024 was B. Riley Wealth Advisors, an estimated $16.8M added.
- The largest Franklin Covey seller in Q2 2024 was Wasatch Advisors, an estimated $6.86M sold.
Based on aggregated 13F filings for Q2 2024.