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Franklin Covey
FC

129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 → 129 (+12)

7% more capital invested

Capital invested by funds: $379M → $404M (+$25.7M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.04% more ownership

Funds ownership: 75.11% → 75.15% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
42
Reduced
40
Closed
9
Calls
$95K
Puts
$29K
Net Calls
+$66K
Net Calls Change
+$359K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$5.63M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
DIA
Dean Investment Associates
Ohio
+$2.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.98M
5
RHJA
Rice Hall James & Associates
California
+$1.82M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$18.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
McMorgan & Co
California
$3.59M – – –
Deutsche Bank
27
Deutsche Bank
Germany
$3.57M – – –
PAM
28
Panagora Asset Management
Massachusetts
$2.88M +$30K +749 +1%
CCPM
29
Cooper Creek Partners Management
New York
$2.86M – – –
Two Sigma Advisers
30
Two Sigma Advisers
New York
$2.65M +$56.1K +1,400 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.55M +$300K +7,478 +14%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.52M +$857K +21,395 +54%
DIA
33
Dean Investment Associates
Ohio
$2.26M +$2.2M +54,926 New
ICM
34
Intrepid Capital Management
Florida
$2.24M -$66.1K -1,650 -3%
SEI Investments
35
SEI Investments
Pennsylvania
$2.17M -$120K -2,986 -5%
TI
36
Trexquant Investment
Connecticut
$2.16M +$910K +22,711 +76%
Citadel Advisors
37
Citadel Advisors
Florida
$2.14M -$1.11M -27,817 -35%
MAG
38
Millrace Asset Group
Pennsylvania
$1.81M -$16K -400 -0.9%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.72M -$141K -3,522 -8%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$1.67M -$180K -4,500 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.61M +$1.57M +39,083 New
GC
42
Globeflex Capital
California
$1.58M – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.42M -$361K -9,000 -21%
Barclays
44
Barclays
United Kingdom
$1.38M +$861K +21,489 +179%
DCM
45
Dean Capital Management
Kansas
$1.28M +$1.25M +31,075 New
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.18M +$89.8K +2,242 +8%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$1.17M +$1.14M +28,450 New
LCM
48
Legato Capital Management
California
$1.14M +$862K +21,519 +354%
American Century Companies
49
American Century Companies
Missouri
$1.01M +$114K +2,847 +13%
Lazard Asset Management
50
Lazard Asset Management
New York
$970K +$390K +9,730 +70%
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FC Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.

  • 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
  • The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
  • The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.