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Franklin Covey
FC

Overview Fund Activity

70 hedge funds and large institutions have $190M invested in Franklin Covey in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
9
Increased
27
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$18.9M
2
LFCM
2
Lane Five Capital Management
Maryland
$3.04M
3
Bank of America
3
Bank of America
North Carolina
$3.82M
4
EIM
4
Essex Investment Management
Massachusetts
$951K
5
WA
5
Wasatch Advisors
Utah
$17.2M

Top Sellers

1
OP
1
Osmium Partners
California
$9.7M
2
William Blair & Company
2
William Blair & Company
Illinois
$21.7M
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RHJA
26
Rice Hall James & Associates
California
$1.09M 54,200 +8,705 +19%
EIM
27
Essex Investment Management
Massachusetts
$951K 47,245 +47,245 New
DM
28
Diker Management
New York
$947K 47,067 +8,559 +22%
TCIM
29
TIAA CREF Investment Management
New York
$937K 46,564 +7,701 +20%
OAM
30
Oxford Asset Management
United Kingdom
$766K 38,238 +3,791 +11%
PPA
31
Parametric Portfolio Associates
Washington
$751K 37,296 -241 -0.6%
BCM
32
Bridgeway Capital Management
Texas
$745K 37,000 – –
BIM
33
BlackRock Investment Management
Delaware
$667K 33,157 +6,233 +23%
FAM
34
Fortaleza Asset Management
Illinois
$629K 31,230 -6,790 -18%
Goldman Sachs
35
Goldman Sachs
New York
$594K 29,526 -10,483 -26%
Charles Schwab
36
Charles Schwab
California
$594K 29,507 -240 -0.8%
Invesco
37
Invesco
Georgia
$593K 29,439 -41 -0.1%
RFC
38
Russell Frank Company
Washington
$511K 26,906 -2,581 -9%
GIP
39
Granite Investment Partners
California
$425K 21,133 +288 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$414K 20,573 +20,573 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$402K 19,962 +3,500 +21%
PAM
42
Panagora Asset Management
Massachusetts
$399K 19,810 +1,095 +6%
Morgan Stanley
43
Morgan Stanley
New York
$363K 18,055 -7,255 -29%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$358K 17,800 – –
GCP
45
GSA Capital Partners
United Kingdom
$340K 16,908 +16,908 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$320K 15,900 – –
CIS
47
Connors Investor Services
Pennsylvania
$302K 15,000 – –
TA
48
Teachers Advisors
New York
$301K 14,935 +598 +4%
MERSOM
49
Municipal Employees' Retirement System of Michigan
Michigan
$258K 12,800 – –
NFA
50
Nationwide Fund Advisors
Ohio
$237K 11,793 +568 +5%
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