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Franklin Covey
FC

Overview Fund Activity

72 hedge funds and large institutions have $173M invested in Franklin Covey in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
23
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$5.84M
2
RA
2
Royce & Associates
New York
$2.98M
3
EI
3
EAM Investors
California
$1.92M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$13.8M
5
William Blair & Company
5
William Blair & Company
Illinois
$25.1M

Top Sellers

1
OP
1
Osmium Partners
California
$15M
2
WA
2
Wasatch Advisors
Utah
$15M
3
NSIM
3
North Star Investment Management
Illinois
$0
4
BIT
4
BlackRock Institutional Trust
California
$9.07M
5
TFA
5
Toth Financial Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$801K – – –
FAM
27
Fortaleza Asset Management
Illinois
$756K -$17.9K -898 -2%
BCM
28
Bridgeway Capital Management
Texas
$736K – – –
DM
29
Diker Management
New York
$604K +$348K +17,530 +136%
OAM
30
Oxford Asset Management
United Kingdom
$601K +$88.3K +4,443 +17%
Citadel Advisors
31
Citadel Advisors
Florida
$589K +$589K +29,634 New
Charles Schwab
32
Charles Schwab
California
$574K +$21.5K +1,080 +4%
PPA
33
Parametric Portfolio Associates
Washington
$569K +$26.2K +1,317 +5%
BIM
34
BlackRock Investment Management
Delaware
$524K -$40K -2,014 -7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$524K -$915 -46 -0.2%
RFC
36
Russell Frank Company
Washington
$503K -$329K -16,452 -40%
GIP
37
Granite Investment Partners
California
$486K – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$440K -$106K -5,300 -19%
TMC
39
Trellus Management Company
Florida
$416K +$416K +20,901 New
PAM
40
Panagora Asset Management
Massachusetts
$365K +$27.2K +1,367 +8%
RHJA
41
Rice Hall James & Associates
California
$357K +$357K +17,981 New
PCM
42
Penn Capital Management
Pennsylvania
$355K -$21.6K -1,087 -6%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$336K – – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$327K +$1.99K +100 +0.6%
CS
45
Credit Suisse
Switzerland
$323K +$323K +16,213 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$316K -$9.94K -500 -3%
Two Sigma Investments
47
Two Sigma Investments
New York
$313K -$254K -12,800 -45%
HIM
48
Hillsdale Investment Management
Ontario, Canada
$300K +$300K +15,100 New
CIS
49
Connors Investor Services
Pennsylvania
$298K – – –
TA
50
Teachers Advisors
New York
$285K – – –
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