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Franklin Covey
FC

117 hedge funds and large institutions have $379M invested in Franklin Covey in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 73.78% → 75.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $385M → $379M (-$6.2M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

5% less funds holding

Funds holding: 123 → 117 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

62% less call options, than puts

Call options by funds: $178K | Put options by funds: $471K

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
40
Reduced
41
Closed
28
Calls
$178K
Puts
$471K
Net Calls
-$293K
Net Calls Change
-$320K

Top Buyers

1
BRWA
B. Riley Wealth Advisors
Florida
+$16.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.9M
3
HCA
Harbor Capital Advisors
Illinois
+$2.67M
4
MAG
Millrace Asset Group
Pennsylvania
+$1.67M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.61M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$6.86M
2
SAM
Silvercrest Asset Management
New York
-$5.53M
3
Morgan Stanley
Morgan Stanley
New York
-$4.31M
4
BGC
Blue Grotto Capital
Georgia
-$3.93M
5
BlackRock
BlackRock
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.52M +$58.1K +1,547 +2%
MC
27
McMorgan & Co
California
$3.31M +$246K +6,560 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$3.29M -$13.3K -354 -0.4%
Citadel Advisors
29
Citadel Advisors
Florida
$3.03M +$579K +15,422 +24%
CCPM
30
Cooper Creek Partners Management
New York
$2.64M – – –
PAM
31
Panagora Asset Management
Massachusetts
$2.63M +$3.57K +95 +0.1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.39M -$316K -8,400 -12%
ICM
33
Intrepid Capital Management
Florida
$2.13M -$676K -18,005 -24%
SEI Investments
34
SEI Investments
Pennsylvania
$2.12M +$106K +2,811 +5%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.07M -$259K -6,886 -11%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.72M -$612K -16,276 -26%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$1.71M -$216K -5,760 -11%
MAG
38
Millrace Asset Group
Pennsylvania
$1.69M +$1.67M +44,536 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.65M -$219K -5,823 -12%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.51M +$399K +10,621 +36%
GC
41
Globeflex Capital
California
$1.46M -$133K -3,544 -8%
Wells Fargo
42
Wells Fargo
California
$1.15M +$1M +26,699 +746%
TI
43
Trexquant Investment
Connecticut
$1.13M -$323K -8,601 -22%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$995K -$329K -8,754 -25%
UBS AM
45
UBS AM
Illinois
$870K +$659K +17,538 +327%
Axa
46
Axa
France
$849K – – –
Jane Street
47
Jane Street
New York
$844K +$834K +22,206 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$840K – – –
American Century Companies
49
American Century Companies
Missouri
$828K +$84.6K +2,253 +12%
Invesco
50
Invesco
Georgia
$784K +$11K +293 +1%
1
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3 4 5

FC Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q2 2024, worth a combined $379M — down 1.6% from $385M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FC and 23 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $16.8M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $6.86M sold.

  • 117 institutional investors held Franklin Covey (FC) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $379M of Franklin Covey stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new Franklin Covey positions in Q2 2024 and 28 closed out, a net change of -5 holders.
  • The largest Franklin Covey buyer in Q2 2024 was B. Riley Wealth Advisors, an estimated $16.8M added.
  • The largest Franklin Covey seller in Q2 2024 was Wasatch Advisors, an estimated $6.86M sold.

Based on aggregated 13F filings for Q2 2024.