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Franklin Covey
FC

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.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

7% more funds holding

Funds holding: 129 → 138 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 75.15% → 74.93% (-0.22%)

8% less capital invested

Capital invested by funds: $404M → $371M (-$33.3M)

88% less call options, than puts

Call options by funds: $63K | Put options by funds: $537K

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
1.82%
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
Royce & Associates
New York
+$4.86M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.23M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$1.9M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.42M
5
UBS Group
UBS Group
Switzerland
+$1.24M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$2.77M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$2.68M
3
Morgan Stanley
Morgan Stanley
New York
-$2.23M
4
ICM
Intrepid Capital Management
Florida
-$1.84M
5
BlackRock
BlackRock
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$3.3M +$45.1K +1,174 +1%
CCPM
27
Cooper Creek Partners Management
New York
$2.61M – – –
PAM
28
Panagora Asset Management
Massachusetts
$2.54M -$93.3K -2,427 -3%
Millennium Management
29
Millennium Management
New York
$2.33M -$2.77M -72,091 -54%
Lazard Asset Management
30
Lazard Asset Management
New York
$2.27M +$1.42M +36,867 +156%
AQR Capital Management
31
AQR Capital Management
Connecticut
$2.25M -$49K -1,276 -2%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$2.19M +$2.23M +58,160 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.16M -$261K -6,800 -11%
Morgan Stanley
34
Morgan Stanley
New York
$2.09M -$2.23M -58,070 -51%
TI
35
Trexquant Investment
Connecticut
$2.05M +$72.9K +1,896 +4%
DIA
36
Dean Investment Associates
Ohio
$1.86M -$210K -5,469 -10%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.84M -$497K -12,943 -21%
SEI Investments
38
SEI Investments
Pennsylvania
$1.74M -$244K -6,344 -12%
Citadel Advisors
39
Citadel Advisors
Florida
$1.72M -$238K -6,202 -12%
UBS Group
40
UBS Group
Switzerland
$1.71M +$1.24M +32,205 +240%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.65M +$592K +15,399 +54%
GC
42
Globeflex Capital
California
$1.58M +$143K +3,731 +10%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.5M -$78.3K -2,037 -5%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.35M -$123K -3,206 -8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.33M +$31.7K +824 +2%
Barclays
46
Barclays
United Kingdom
$1.31M +$53.5K +1,393 +4%
DCM
47
Dean Capital Management
Kansas
$1.25M +$86.7K +2,256 +7%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$1.25M -$278K -7,240 -18%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.21M +$796K +20,716 +180%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$1.07M +$864K +22,496 +383%
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FC Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2024, worth a combined $371M — down 8.2% from $404M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FC positions and 17 closed out — a net gain of 10 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Royce & Associates, adding an estimated $4.86M. The largest seller was Millennium Management, cutting an estimated $2.77M.

  • 138 institutional investors held Franklin Covey (FC) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $371M of Franklin Covey stock for Q4 2024, down 8.2% quarter-over-quarter.
  • 27 funds opened new Franklin Covey positions in Q4 2024 and 17 closed out, a net change of +10 holders.
  • The largest Franklin Covey buyer in Q4 2024 was Royce & Associates, an estimated $4.86M added.
  • The largest Franklin Covey seller in Q4 2024 was Millennium Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2024.