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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 %
Deutsche Bank
26
Deutsche Bank
Germany
$1.94M 85,219 -2,429 -3%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.79M 78,270 +33,638 +75%
CCPM
28
Cooper Creek Partners Management
New York
$1.59M 69,466 – –
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M 57,202 -59,349 -51%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.23M 53,798 -14,578 -21%
Jane Street
31
Jane Street
New York
$1.2M 52,776 -32,098 -38%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.06M 46,500 -5,100 -10%
YIH
33
Y-Intercept (HK)
Hong Kong
$1.05M 45,985 +45,985 New
Lazard Asset Management
34
Lazard Asset Management
New York
$885K 38,795 -34,986 -47%
GC
35
Globeflex Capital
California
$863K 37,817 -569 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$858K 37,596 -13,832 -27%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$825K 36,166 +2,160 +6%
First Trust Advisors
38
First Trust Advisors
Illinois
$813K 35,639 +843 +2%
UBS Group
39
UBS Group
Switzerland
$762K 33,370 +12,713 +62%
American Century Companies
40
American Century Companies
Missouri
$712K 31,184 +1,831 +6%
Franklin Resources
41
Franklin Resources
California
$647K 28,374 +3,287 +13%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$638K 27,948 +3,250 +13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$620K 27,195 +19,807 +268%
Millennium Management
44
Millennium Management
New York
$601K 26,327 -30,355 -54%
NL
45
Nuveen LLC
North Carolina
$589K 25,793 -7,620 -23%
IIM
46
Illumine Investment Management
Washington
$552K 24,168 +1,920 +9%
Barclays
47
Barclays
United Kingdom
$549K 24,041 +7,635 +47%
Man Group
48
Man Group
United Kingdom
$533K 23,347 -26,088 -53%
Ameriprise
49
Ameriprise
Minnesota
$491K 21,505 -1,459 -6%
Raymond James Financial
50
Raymond James Financial
Florida
$488K 21,395 +21,395 New
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