Osmium Partners Trimmed Its Position in Franklin Covey Co (FC) as Stock Price Rose; Hercules Capital (HTGC) Stock Value Declined While Ares Management Has Upped by $3.84 Million Its Position

January 7, 2018 - By Ellis Scott

John H Lewis decreased its stake in Franklin Covey Co (FC) by 8.48% based on its latest 2017Q3 regulatory filing with the SEC. Osmium Partners Llc sold 52,590 shares as the company’s stock rose 13.97% with the market. The hedge fund run by John H Lewis held 567,410 shares of the other consumer services company at the end of 2017Q3, valued at $11.52M, down from 620,000 at the end of the previous reported quarter. Osmium Partners Llc who had been investing in Franklin Covey Co for a number of months, seems to be less bullish one the $343.29M market cap company. The stock increased 13.50% or $2.95 during the last trading session, reaching $24.8. About 190,380 shares traded or 525.69% up from the average. Franklin Covey Co. (NYSE:FC) has risen 33.77% since January 7, 2017 and is uptrending. It has outperformed by 17.07% the S&P500.

Ares Management Llc increased its stake in Hercules Capital Inc. (HTGC) by 41.93% based on its latest 2017Q3 regulatory filing with the SEC. Ares Management Llc bought 320,387 shares as the company’s stock declined 12.59% while stock markets rallied. The institutional investor held 1.08 million shares of the company at the end of 2017Q3, valued at $13.99M, up from 764,189 at the end of the previous reported quarter. Ares Management Llc who had been investing in Hercules Capital Inc. for a number of months, seems to be bullish on the $1.09 billion market cap company. The stock increased 0.15% or $0.02 during the last trading session, reaching $12.99. About 395,472 shares traded or 1.17% up from the average. Hercules Capital, Inc. (NYSE:HTGC) has risen 12.95% since January 7, 2017 and is uptrending. It has underperformed by 3.75% the S&P500.

Osmium Partners Llc, which manages about $158.11M and $138.00M US Long portfolio, upped its stake in Franklin Covey Co (Call) (NYSE:FC) by 100,000 shares to 720,000 shares, valued at $14.62M in 2017Q3, according to the filing. It also increased its holding in Rosetta Stone Inc (NYSE:RST) by 1.79M shares in the quarter, for a total of 2.19M shares, and has risen its stake in Travelzoo (Call) (NASDAQ:TZOO).

Since August 1, 2017, it had 0 insider purchases, and 3 insider sales for $102,907 activity.

Investors sentiment decreased to 1.04 in Q3 2017. Its down 0.28, from 1.32 in 2017Q2. It is negative, as 3 investors sold FC shares while 20 reduced holdings. 6 funds opened positions while 18 raised stakes. 6.76 million shares or 5.00% less from 7.12 million shares in 2017Q2 were reported. Goldman Sachs Group Inc Inc invested in 30,852 shares. Bank & Trust Of America De reported 285,170 shares. Royal Natl Bank Of Canada holds 0% or 846 shares in its portfolio. Moreover, Legal General Group Public Ltd Company has 0% invested in Franklin Covey Co. (NYSE:FC) for 2,858 shares. Jpmorgan Chase And reported 82,322 shares. Rhumbline Advisers holds 0% or 11,525 shares in its portfolio. Modera Wealth Limited Liability holds 0.13% in Franklin Covey Co. (NYSE:FC) or 28,031 shares. Vanguard Grp holds 474,206 shares. Price T Rowe Assoc Md holds 0% or 10,332 shares in its portfolio. Deutsche Bancshares Ag holds 54,924 shares or 0% of its portfolio. Punch & Investment Mngmt reported 0.76% stake. 234,358 are held by Susquehanna Gp Llp. Invesco owns 0% invested in Franklin Covey Co. (NYSE:FC) for 24,283 shares. California State Teachers Retirement Systems holds 0% of its portfolio in Franklin Covey Co. (NYSE:FC) for 15,176 shares. Woodmont Investment Counsel Ltd Company invested in 0.04% or 7,000 shares.

Among 6 analysts covering Franklin Covey Company (NYSE:FC), 4 have Buy rating, 0 Sell and 2 Hold. Therefore 67% are positive. Franklin Covey Company had 7 analyst reports since November 5, 2015 according to SRatingsIntel. Roth Capital maintained Franklin Covey Co. (NYSE:FC) on Thursday, November 5 with “Buy” rating. The firm has “Buy” rating by Roth Capital given on Sunday, November 12. William Blair downgraded the shares of FC in report on Thursday, November 5 to “Market Perform” rating. The company was downgraded on Wednesday, December 28 by Barrington Research. The firm earned “Buy” rating on Tuesday, November 7 by FBR Capital. As per Thursday, November 5, the company rating was maintained by TH Capital. B. Riley & Co maintained the stock with “Buy” rating in Friday, November 10 report.

Among 12 analysts covering Hercules Tech (NYSE:HTGC), 10 have Buy rating, 0 Sell and 2 Hold. Therefore 83% are positive. Hercules Tech had 26 analyst reports since August 7, 2015 according to SRatingsIntel. On Friday, April 21 the stock rating was maintained by Wood with “Outperform”. The rating was maintained by Jefferies with “Buy” on Monday, May 15. Raymond James downgraded Hercules Capital, Inc. (NYSE:HTGC) on Friday, August 4 to “Underperform” rating. As per Friday, August 7, the company rating was upgraded by Wood. The stock of Hercules Capital, Inc. (NYSE:HTGC) has “Mkt Perform” rating given on Friday, February 24 by Raymond James. The firm has “Buy” rating by Jefferies given on Tuesday, August 15. Jefferies maintained it with “Buy” rating and $16.0 target in Friday, November 3 report. The rating was maintained by RBC Capital Markets on Friday, August 4 with “Buy”. The stock of Hercules Capital, Inc. (NYSE:HTGC) has “Market Perform” rating given on Friday, November 3 by Raymond James. The firm has “Mkt Outperform” rating given on Monday, August 7 by JMP Securities.

Investors sentiment decreased to 0.97 in Q3 2017. Its down 0.60, from 1.57 in 2017Q2. It is negative, as 25 investors sold HTGC shares while 42 reduced holdings. 21 funds opened positions while 44 raised stakes. 29.72 million shares or 7.71% less from 32.20 million shares in 2017Q2 were reported. Wellington Management Grp Inc Llp reported 60,743 shares stake. Naples Glob Advsrs Limited Liability Company has 0.3% invested in Hercules Capital, Inc. (NYSE:HTGC). Telemus Capital has invested 0.03% in Hercules Capital, Inc. (NYSE:HTGC). Kempner Cap Mgmt owns 14,200 shares. Illinois-based Balyasny Asset Mgmt Lc has invested 0% in Hercules Capital, Inc. (NYSE:HTGC). Optimum Invest Advsr reported 76,500 shares stake. Moreover, Magnetar Fincl Ltd Com has 0% invested in Hercules Capital, Inc. (NYSE:HTGC) for 15,846 shares. Financial Mngmt owns 784 shares for 0% of their portfolio. Royal Savings Bank Of Canada reported 1.76 million shares. Manufacturers Life Ins The has invested 0% of its portfolio in Hercules Capital, Inc. (NYSE:HTGC). Buckhead Capital Mgmt Ltd Liability Corporation owns 52,400 shares. Cipher Cap Lp has 0.03% invested in Hercules Capital, Inc. (NYSE:HTGC). Northpointe Capital Limited owns 825,985 shares for 1.14% of their portfolio. Reilly Financial Advsr Ltd Liability Company has 144 shares for 0% of their portfolio. Dnb Asset Mngmt As invested 0.01% in Hercules Capital, Inc. (NYSE:HTGC).

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


Recent Market News

>