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Franklin Covey
FC

Overview Fund Activity

123 hedge funds and large institutions have $385M invested in Franklin Covey in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
43
Reduced
40
Closed
20
Calls
$435K
Puts
$408K
Net Calls
+$27K
Net Calls Change
-$169K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$13M
2
WA
2
Wasatch Advisors
Utah
$6.86M
3
HIM
3
Herald Investment Management
United Kingdom
$6.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$1.23M
5
BlackRock
5
BlackRock
New York
$49M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
Millennium Management
2
Millennium Management
New York
$5.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
BCM
4
Brasada Capital Management
Texas
$1.75M
5
BGC
5
Blue Grotto Capital
Georgia
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$3.68M -$831K -21,155 -18%
Charles Schwab
27
Charles Schwab
California
$3.57M +$34.9K +888 +1%
Deutsche Bank
28
Deutsche Bank
Germany
$3.42M +$5.69K +145 +0.2%
MC
29
McMorgan & Co
California
$3.17M +$848K +21,609 +37%
ICM
30
Intrepid Capital Management
Florida
$2.91M +$81.1K +2,066 +3%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$2.8M +$161K +4,100 +6%
CCPM
32
Cooper Creek Partners Management
New York
$2.73M – – –
PAM
33
Panagora Asset Management
Massachusetts
$2.72M -$123K -3,145 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$2.53M +$789K +20,089 +45%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.42M +$558K +14,207 +30%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.41M -$183K -4,665 -7%
SEI Investments
37
SEI Investments
Pennsylvania
$2.08M +$323K +8,234 +18%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$1.99M -$170K -4,319 -8%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.94M -$197K -5,016 -9%
BCM
40
Brasada Capital Management
Texas
$1.75M -$1.77M -45,138 -50%
GC
41
Globeflex Capital
California
$1.64M -$166K -4,238 -9%
TI
42
Trexquant Investment
Connecticut
$1.51M +$394K +10,038 +35%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$1.38M +$306K +7,798 +28%
HCA
44
Harbor Capital Advisors
Illinois
$1.23M +$1.23M +31,424 New
AG
45
Algert Global
California
$1.23M -$38.9K -990 -3%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.15M +$227K +5,776 +25%
Marshall Wace
47
Marshall Wace
United Kingdom
$960K +$437K +11,136 +84%
UBS Group
48
UBS Group
Switzerland
$922K +$6.52K +166 +0.7%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$905K +$290K +7,392 +47%
Axa
50
Axa
France
$877K – – –
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