FC icon

Franklin Covey
FC

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in Franklin Covey in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 34 closing their positions.

Holders
86
Holders Change
-19
Holders Change %
-18.1%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
15
Increased
38
Reduced
19
Closed
34
Calls
$3.22M
Puts
$2.23M
Net Calls
+$993K
Net Calls Change
-$6.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.1M
2
BCM
2
Bluefin Capital Management
New York
$2.1M
3
WA
3
Wasatch Advisors
Utah
$1.95M
4
CCPM
4
Cooper Creek Partners Management
New York
$1.78M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.39M

Top Sellers

1
YU
1
Yale University
Connecticut
$0
2
BOTOTLSJU
2
Board of Trustees of The Leland Stanford Junior University
California
$0
3
TOPU
3
Trustees of Princeton University
New Jersey
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.89M
5
OP
5
Osmium Partners
California
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$934K +$13.2K +849 +1%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$869K +$493K +31,700 +131%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$865K +$702K +45,199 +429%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$794K +$225K +14,490 +40%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$790K -$22.9K -1,470 -3%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$764K +$374K +24,081 +96%
Man Group
32
Man Group
United Kingdom
$728K +$728K +46,823 New
Federated Hermes
33
Federated Hermes
Pennsylvania
$726K +$570K +36,692 +365%
RA
34
Royce & Associates
New York
$623K – – –
DCM
35
Dupont Capital Management
Delaware
$610K +$452K +29,079 +286%
AQR Capital Management
36
AQR Capital Management
Connecticut
$505K +$396K +25,508 +364%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$457K +$457K +29,397 New
Allianz Asset Management
38
Allianz Asset Management
Germany
$455K -$27.9K -1,799 -6%
EGM
39
Engineers Gate Manager
New York
$393K +$251K +16,170 +177%
SO
40
STRS Ohio
Ohio
$376K +$94.8K +6,100 +34%
Wells Fargo
41
Wells Fargo
California
$320K +$38.8K +2,496 +14%
Swiss National Bank
42
Swiss National Bank
Switzerland
$291K – – –
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$280K +$114K +7,308 +68%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$276K +$276K +17,747 New
SIA
45
Soltis Investment Advisors
Utah
$271K – – –
TI
46
Trexquant Investment
Connecticut
$264K +$110K +7,041 +71%
CSS
47
Cubist Systematic Strategies
Connecticut
$263K +$158K +10,143 +150%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$246K +$246K +15,800 New
OP
49
Osmium Partners
California
$237K -$1.74M -111,852 -88%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$236K +$2.69K +173 +1%
1
2
3 4 5