Franklin Covey
131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
26% less capital invested
Capital invested by funds: $371M → $274M (-$96.9M)
61% less call options, than puts
Call options by funds: $25K | Put options by funds: $64K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
131
Holding in Top 10
–
Calls
$25K
Puts
$64K
Top Buyers
| 1 | +$22M | |
| 2 | +$4.2M | |
| 3 | +$3.64M | |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.58M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.32M |
Top Sellers
| 1 | -$8.38M | |
| 2 | -$5.56M | |
| 3 | -$3.89M | |
| 4 |
BlackRock
New York
|
-$3.15M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.57M |