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Franklin Covey
FC

Overview Fund Activity

76 hedge funds and large institutions have $181M invested in Franklin Covey in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
31
Closed
10
Calls
$1.12M
Puts
$2K
Net Calls
+$1.11M
Net Calls Change
+$795K

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$1.52M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.84M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.5M
4
Millennium Management
4
Millennium Management
New York
$962K
5
Citadel Advisors
5
Citadel Advisors
Florida
$584K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.43M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$644K
4
BlackRock
4
BlackRock
New York
$27.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.43M -$802K -35,987 -36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.36M +$8.71K +391 +0.6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.05M -$139K -6,233 -12%
Millennium Management
29
Millennium Management
New York
$962K +$962K +43,182 New
Marshall Wace
30
Marshall Wace
United Kingdom
$918K -$375K -16,833 -29%
RA
31
Royce & Associates
New York
$893K – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$757K +$569K +25,554 +303%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$715K -$19.8K -890 -3%
GC
34
Globeflex Capital
California
$710K +$44.3K +1,991 +7%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$683K -$177K -7,961 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$644K -$771K -34,600 -54%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$633K -$11.1K -500 -2%
SO
38
STRS Ohio
Ohio
$623K -$20K -900 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$584K +$584K +26,180 New
Wells Fargo
40
Wells Fargo
California
$560K +$19.8K +890 +4%
SFI
41
Susquehanna Fundamental Investments
Pennsylvania
$550K +$108K +4,863 +25%
GCP
42
GSA Capital Partners
United Kingdom
$540K +$143K +6,414 +36%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$470K -$2.23K -100 -0.5%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$421K – – –
SIA
45
Soltis Investment Advisors
Utah
$379K -$9.5K -427 -2%
DCM
46
Dupont Capital Management
Delaware
$344K -$25.7K -1,152 -7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$322K +$20.5K +920 +7%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$318K -$318K -14,294 -50%
AllianceBernstein
49
AllianceBernstein
Tennessee
$307K -$57.8K -2,600 -16%
Simplex Trading
50
Simplex Trading
Illinois
$303K +$303K +13,642 New
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