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Franklin Covey
FC

Overview Fund Activity

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
48
Reduced
42
Closed
17
Calls
$63K
Puts
$537K
Net Calls
-$474K
Net Calls Change
-$540K

Top Buyers

1
RA
1
Royce & Associates
New York
$5.29M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.19M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.5M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.27M
5
UBS Group
5
UBS Group
Switzerland
$1.71M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.33M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.09M
4
ICM
4
Intrepid Capital Management
Florida
$239K
5
BlackRock
5
BlackRock
New York
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$3.3M +$44.1K +1,174 +1%
CCPM
27
Cooper Creek Partners Management
New York
$2.61M – – –
PAM
28
Panagora Asset Management
Massachusetts
$2.54M -$91.2K -2,427 -3%
Millennium Management
29
Millennium Management
New York
$2.33M -$2.71M -72,091 -54%
Lazard Asset Management
30
Lazard Asset Management
New York
$2.27M +$1.39M +36,867 +156%
AQR Capital Management
31
AQR Capital Management
Connecticut
$2.25M -$48K -1,276 -2%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$2.19M +$2.19M +58,160 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.16M -$256K -6,800 -11%
Morgan Stanley
34
Morgan Stanley
New York
$2.09M -$2.18M -58,070 -51%
TI
35
Trexquant Investment
Connecticut
$2.05M +$71.3K +1,896 +4%
DIA
36
Dean Investment Associates
Ohio
$1.86M -$206K -5,469 -10%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.84M -$486K -12,943 -21%
SEI Investments
38
SEI Investments
Pennsylvania
$1.74M -$238K -6,344 -12%
Citadel Advisors
39
Citadel Advisors
Florida
$1.72M -$233K -6,202 -12%
UBS Group
40
UBS Group
Switzerland
$1.71M +$1.21M +32,205 +240%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.65M +$579K +15,399 +54%
GC
42
Globeflex Capital
California
$1.58M +$140K +3,731 +10%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.5M -$76.6K -2,037 -5%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.35M -$120K -3,206 -8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.33M +$31K +824 +2%
Barclays
46
Barclays
United Kingdom
$1.31M +$52.3K +1,393 +4%
DCM
47
Dean Capital Management
Kansas
$1.25M +$84.8K +2,256 +7%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$1.25M -$272K -7,240 -18%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.21M +$779K +20,716 +180%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$1.07M +$845K +22,496 +383%
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