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Franklin Covey
FC

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in Franklin Covey in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 34 closing their positions.

Holders
86
Holders Change
-19
Holders Change %
-18.1%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
15
Increased
38
Reduced
19
Closed
34
Calls
$3.22M
Puts
$2.23M
Net Calls
+$993K
Net Calls Change
-$6.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.1M
2
BCM
2
Bluefin Capital Management
New York
$2.1M
3
WA
3
Wasatch Advisors
Utah
$1.95M
4
CCPM
4
Cooper Creek Partners Management
New York
$1.78M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.39M

Top Sellers

1
YU
1
Yale University
Connecticut
$0
2
BOTOTLSJU
2
Board of Trustees of The Leland Stanford Junior University
California
$0
3
TOPU
3
Trustees of Princeton University
New Jersey
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.89M
5
OP
5
Osmium Partners
California
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRAM
51
Stone Ridge Asset Management
New York
$225K -$65.3K -4,200 -22%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$225K – – –
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$213K -$53K -3,388 -20%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$209K +$209K +13,434 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$207K +$153K +9,860 +282%
NAM
56
NorthCoast Asset Management
Connecticut
$206K +$206K +13,227 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$201K – – –
AllianceBernstein
58
AllianceBernstein
Tennessee
$190K +$60.7K +3,900 +47%
Squarepoint
59
Squarepoint
New York
$185K -$547K -35,138 -75%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$173K – – –
AG
61
Algert Global
California
$172K +$67.7K +4,360 +65%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K +$161K +10,262 New
GCP
63
GSA Capital Partners
United Kingdom
$159K +$159K +10,220 New
Barclays
64
Barclays
United Kingdom
$135K -$46.9K -3,027 -26%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$134K – – –
KBC Group
66
KBC Group
Belgium
$115K +$76.6K +4,918 +200%
UBS Group
67
UBS Group
Switzerland
$109K -$83.9K -5,380 -44%
AIG
68
American International Group
New York
$90K -$5.2K -333 -5%
Deutsche Bank
69
Deutsche Bank
Germany
$80K -$29.8K -1,909 -27%
MIM
70
MetLife Investment Management
New Jersey
$74.7K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$74K +$74K +5,093 New
Victory Capital Management
72
Victory Capital Management
Texas
$64K +$19.1K +1,222 +42%
Citigroup
73
Citigroup
New York
$55K +$11.4K +724 +26%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$54.7K – – –
Morgan Stanley
75
Morgan Stanley
New York
$51K -$618K -39,274 -92%
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