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FRG

Franchise Group, Inc.

Delisted

FRG was delisted on the 18th of August, 2023.

111 hedge funds and large institutions have $636M invested in Franchise Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $584M → $636M (+$51.4M)

4% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.25M

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 112111 (-1)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
15
Increased
45
Reduced
32
Closed
15
Calls
$1.31M
Puts
$1.25M
Net Calls
+$52K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.3M +$782K +22,428 +1%
HRCM
2
Hood River Capital Management
Florida
$57.5M -$1.77M -50,840 -3%
BRF
3
B. Riley Financial
California
$50.3M -$6.78M -194,301 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.5M -$627K -17,962 -1%
Wells Fargo
5
Wells Fargo
California
$36.9M +$1.42M +40,767 +4%
OAM
6
Ophir Asset Management
Australia
$30.2M +$4.41M +126,333 +17%
PAIM
7
Punch & Associates Investment Management
Minnesota
$29.5M +$7.24M +207,488 +33%
AFG
8
American Financial Group
Ohio
$24.3M
CC
9
Cannell Capital
Wyoming
$23.3M -$5.4M -154,944 -19%
State Street
10
State Street
Massachusetts
$22M -$1.13M -32,343 -5%
RA
11
Royce & Associates
New York
$21.6M +$21.3M +610,325 New
Select Equity Group
12
Select Equity Group
New York
$20M +$19.2M +549,883 +3,942%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18M +$337K +9,674 +2%
CPA
14
Cowen Prime Advisors
New York
$13.1M +$2.07M +59,250 +19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.7M +$82.7K +2,370 +0.7%
Northern Trust
16
Northern Trust
Illinois
$9.5M -$247K -7,085 -3%
KLC
17
Kent Lake Capital
Nevada
$7.61M +$1.92M +55,000 +34%
Two Sigma Investments
18
Two Sigma Investments
New York
$7.31M +$4.32M +123,769 +150%
Charles Schwab
19
Charles Schwab
California
$6.75M +$73.7K +2,114 +1%
Marshall Wace
20
Marshall Wace
United Kingdom
$5.84M +$2.59M +74,328 +82%
Victory Capital Management
21
Victory Capital Management
Texas
$5.67M +$2.37M +68,038 +74%
CM
22
Capital Management
Virginia
$5.55M +$5.47M +156,748 New
AAM
23
Advisors Asset Management
Colorado
$5.39M +$2.47M +70,876 +87%
AIC
24
AWM Investment Company
New York
$4.67M
N
25
Nuveen
North Carolina
$4.64M -$1.32M -37,897 -22%

FRG Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q3 2021, worth a combined $636M — up 8.8% from $584M a quarter earlier.

Fund positioning in FRG was balanced in Q3 2021: 15 funds opened new positions, 15 closed out, 45 added to existing stakes and 32 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $21.3M. The largest seller was B. Riley Financial, cutting an estimated $6.78M.

  • 111 institutional investors held Franchise Group, Inc. (FRG) as of Q3 2021, down from 112 in Q2 2021.
  • Funds reported $636M of Franchise Group, Inc. stock for Q3 2021, up 8.8% quarter-over-quarter.
  • 15 funds opened new Franchise Group, Inc. positions in Q3 2021 and 15 closed out, a net change of 0 holders.
  • The largest Franchise Group, Inc. buyer in Q3 2021 was Royce & Associates, an estimated $21.3M added.
  • The largest Franchise Group, Inc. seller in Q3 2021 was B. Riley Financial, an estimated $6.78M sold.

Based on aggregated 13F filings for Q3 2021.