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Franklin Covey
FC

Overview Fund Activity

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
41
Closed
27
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.23M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.58M
3
RA
Royce & Associates
New York
+$1.36M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.22M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.05M

Top Sellers

1
NTCM
Nine Ten Capital Management
Illinois
-$3.17M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.43M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
4
Goldman Sachs
Goldman Sachs
New York
-$1.3M
5
DTL
Dynamic Technology Lab
Singapore
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$1.94M -$55.4K -2,429 -3%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.79M +$768K +33,638 +75%
CCPM
28
Cooper Creek Partners Management
New York
$1.59M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M -$1.35M -59,349 -51%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.23M -$333K -14,578 -21%
Jane Street
31
Jane Street
New York
$1.2M -$732K -32,098 -38%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.06M -$116K -5,100 -10%
YIH
33
Y-Intercept (HK)
Hong Kong
$1.05M +$1.05M +45,985 New
Lazard Asset Management
34
Lazard Asset Management
New York
$885K -$798K -34,986 -47%
GC
35
Globeflex Capital
California
$863K -$13K -569 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$858K -$316K -13,832 -27%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$825K +$49.3K +2,160 +6%
First Trust Advisors
38
First Trust Advisors
Illinois
$813K +$19.2K +843 +2%
UBS Group
39
UBS Group
Switzerland
$762K +$290K +12,713 +62%
American Century Companies
40
American Century Companies
Missouri
$712K +$41.8K +1,831 +6%
Franklin Resources
41
Franklin Resources
California
$647K +$75K +3,287 +13%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$638K +$74.2K +3,250 +13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$620K +$452K +19,807 +268%
Millennium Management
44
Millennium Management
New York
$601K -$693K -30,355 -54%
NL
45
Nuveen LLC
North Carolina
$589K -$174K -7,620 -23%
IIM
46
Illumine Investment Management
Washington
$552K +$43.8K +1,920 +9%
Barclays
47
Barclays
United Kingdom
$549K +$174K +7,635 +47%
Man Group
48
Man Group
United Kingdom
$533K -$595K -26,088 -53%
Ameriprise
49
Ameriprise
Minnesota
$491K -$33.3K -1,459 -6%
Raymond James Financial
50
Raymond James Financial
Florida
$488K +$488K +21,395 New
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