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Franklin Covey
FC

Overview Fund Activity

105 hedge funds and large institutions have $277M invested in Franklin Covey in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
20
Increased
43
Reduced
30
Closed
5
Calls
$7.22M
Puts
$3K
Net Calls
+$7.22M
Net Calls Change
-$587K

Top Buyers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
$23.3M
2
YU
Yale University
Connecticut
$13.3M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$9.79M
4
TOPU
Trustees of Princeton University
New Jersey
$6.39M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.5M

Top Sellers

1
PM
Pembroke Management
Quebec, Canada
$21.3M
2
OP
Osmium Partners
California
$4.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.2M
4
WG
Winton Group
United Kingdom
$297K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$1.64M +$1.64M +50,953 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.52M -$811K -25,163 -35%
Squarepoint
28
Squarepoint
New York
$1.52M +$802K +24,866 +112%
CM
29
Caption Management
Oklahoma
$1.43M -$380K -11,800 -21%
Morgan Stanley
30
Morgan Stanley
New York
$1.37M +$467K +14,492 +52%
RA
31
Royce & Associates
New York
$1.29M – – –
OAM
32
Oxford Asset Management
United Kingdom
$1.26M -$50.2K -1,557 -4%
CG
33
Cutler Group
California
$1.22M -$32.2K -1,000 -3%
Invesco
34
Invesco
Georgia
$1.22M +$9.54K +296 +0.8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.18M +$822K +25,519 +231%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$1.09M -$161K -5,000 -13%
EGI
37
EAM Global Investors
California
$1.03M -$626K -19,432 -38%
Allianz Asset Management
38
Allianz Asset Management
Germany
$1M +$332K +10,281 +49%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$807K +$369K +11,466 +84%
Two Sigma Investments
40
Two Sigma Investments
New York
$798K +$263K +8,161 +49%
EI
41
EAM Investors
California
$793K -$486K -15,071 -38%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$780K +$80.6K +2,500 +12%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$757K -$32.2K -1,000 -4%
Wolverine Trading
44
Wolverine Trading
Illinois
$655K +$35.4K +1,076 +6%
MAM
45
Martingale Asset Management
Massachusetts
$649K +$61.3K +1,900 +10%
ARTA
46
A.R.T. Advisors
New York
$626K +$432K +13,400 +223%
Group One Trading
47
Group One Trading
Illinois
$609K – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$603K +$603K +18,700 New
SRAM
49
Stone Ridge Asset Management
New York
$602K – – –
Wells Fargo
50
Wells Fargo
California
$583K +$40.4K +1,256 +7%
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