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Franklin Covey

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.22% less ownership

Funds ownership: 75.15%74.93% (-0.22%)

8% less capital invested

Capital invested by funds: $404M → $371M (-$33.3M)

88% less call options, than puts

Call options by funds: $63K | Put options by funds: $537K

Holders
138
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
$63K
Puts
$537K
Net Calls
Net Calls Change

Top Buyers

1 +$4.75M
2 +$2.19M
3 +$1.86M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.39M
5
UBS Group
UBS Group
Switzerland
+$1.21M

Top Sellers

1 -$2.71M
2 -$2.62M
3 -$2.18M
4
ICM
Intrepid Capital Management
Florida
-$1.8M
5
BlackRock
BlackRock
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$43.4M
2
$27.6M
3
$25.5M
4
$23.1M
5
$20.1M
6
$16.8M
7
$16.4M
8
$15.7M
9
$11.3M
10
$10.9M
11
$10M
12
$9.44M
13
$8.81M
14
$7.06M
15
$6.64M
16
$6.01M
17
$5.96M
18
$5.56M
19
$5.52M
20
$5.29M
21
$4.53M
22
$3.99M
23
$3.89M
24
$3.59M
25
$3.48M