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Franklin Covey
FC

Overview Fund Activity

80 hedge funds and large institutions have $248M invested in Franklin Covey in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
46
Closed
6
Calls
$567K
Puts
$359K
Net Calls
+$208K
Net Calls Change
+$48K

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$24.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.66M
5
Millennium Management
5
Millennium Management
New York
$392K

Top Sellers

1
OPERF
1
Oregon Public Employees Retirement Fund
Oregon
$7.25M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.09M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$513K
4
RHJA
4
Rice Hall James & Associates
California
$11.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.54M +$24.8K +765 +2%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.41M -$262K -8,100 -16%
RA
28
Royce & Associates
New York
$1.3M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$1.1M +$103K +3,199 +10%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.08M -$298K -9,218 -22%
GC
31
Globeflex Capital
California
$1.03M – – –
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$971K -$55.7K -1,720 -5%
WVP
33
Worth Venture Partners
New Jersey
$882K -$35.6K -1,100 -4%
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$809K -$11.5K -355 -1%
SO
35
STRS Ohio
Ohio
$789K -$142K -4,400 -15%
Two Sigma Investments
36
Two Sigma Investments
New York
$742K -$1.39M -43,094 -65%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$626K +$333K +10,292 +114%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$601K -$84.9K -2,622 -12%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$586K +$124K +3,834 +27%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$584K -$563K -17,408 -49%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$555K -$55.8K -1,725 -9%
SIA
42
Soltis Investment Advisors
Utah
$551K – – –
DWM
43
Defined Wealth Management
Oregon
$535K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$513K -$1.47M -45,567 -74%
Boston Partners
45
Boston Partners
Massachusetts
$447K -$353K -10,907 -44%
Invesco
46
Invesco
Georgia
$444K +$15.4K +477 +4%
Millennium Management
47
Millennium Management
New York
$392K +$392K +12,131 New
TI
48
Trexquant Investment
Connecticut
$390K +$390K +12,068 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$389K -$56.3K -1,738 -13%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$374K – – –
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