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Franklin Covey
FC

Overview Fund Activity

120 hedge funds and large institutions have $218M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
40
Closed
26
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.85M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.5M
3
RA
3
Royce & Associates
New York
$22.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.48M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$1.05M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.14M
5
DTL
5
Dynamic Technology Lab
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23.2M 1,015,376 -26,695 -3%
RA
2
Royce & Associates
New York
$22.7M 995,216 +59,547 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M 715,910 +4,883 +0.7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$14.1M 617,715 -23,905 -4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$13.5M 589,507 +3,436 +0.6%
RHJA
6
Rice Hall James & Associates
California
$12.2M 533,711 +9,916 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.2M 359,401 -24,633 -6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$8.2M 359,512 -62,845 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.18M 314,626 +2,118 +0.7%
HCA
10
Harbor Capital Advisors
Illinois
$5.77M 252,930 +3,296 +1%
State Street
11
State Street
Massachusetts
$5.45M 238,883 -1,590 -0.7%
TC
12
TownSquare Capital
Utah
$5.35M 234,436 -26 -0%
Federated Hermes
13
Federated Hermes
Pennsylvania
$4.67M 204,681 +28,062 +16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$4.5M 197,021 +69,168 +54%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.19M 183,635 +27,508 +18%
Goldman Sachs
16
Goldman Sachs
New York
$4.14M 181,544 -57,003 -24%
HIM
17
Herald Investment Management
United Kingdom
$3.99M 175,000 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$3.36M 147,103 -1,100 -0.7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.97M 130,290 +36,920 +40%
Bank of America
20
Bank of America
North Carolina
$2.93M 128,434 -13,955 -10%
Morgan Stanley
21
Morgan Stanley
New York
$2.85M 125,019 +97,891 +361%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$2.48M 108,591 +53,425 +97%
MC
23
McMorgan & Co
California
$2.4M 105,345 +2,540 +2%
Northern Trust
24
Northern Trust
Illinois
$2.33M 101,969 -6,799 -6%
Charles Schwab
25
Charles Schwab
California
$2.13M 93,451 +1,630 +2%
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