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Franklin Covey
FC

Overview Fund Activity

133 hedge funds and large institutions have $431M invested in Franklin Covey in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
48
Reduced
36
Closed
12
Calls
$804K
Puts
$408K
Net Calls
+$396K
Net Calls Change
+$72K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.2M
2
KLC
2
Kent Lake Capital
Nevada
$6.43M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.79M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.3M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.53M

Top Sellers

1
BlackRock
1
BlackRock
New York
$47.8M
2
AFCM
2
Alta Fox Capital Management
Texas
$0
3
PM
3
Pembroke Management
Quebec, Canada
$27.7M
4
PCM
4
Potomac Capital Management
New York
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGI
51
EAM Global Investors
California
$1.68M +$1.68M +37,095 New
OAM
52
Oberweis Asset Management
Illinois
$1.67M – – –
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$1.46M +$76.6K +1,688 +6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.38M – – –
Man Group
55
Man Group
United Kingdom
$1.3M +$1.3M +28,582 New
Norges Bank
56
Norges Bank
Norway
$1.29M -$90.8K -2,000 -7%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$1.15M +$1.15M +25,365 New
EI
58
EAM Investors
California
$1.14M +$1.14M +25,138 New
Allianz Asset Management
59
Allianz Asset Management
Germany
$1.14M +$1.14M +25,100 New
Russell Investments Group
60
Russell Investments Group
United Kingdom
$978K -$171K -3,787 -15%
CSS
61
Cubist Systematic Strategies
Connecticut
$911K +$324K +7,136 +55%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$791K -$42K -926 -5%
SGI
63
Summit Global Investments
Utah
$781K -$527K -11,600 -40%
SIA
64
Soltis Investment Advisors
Utah
$763K – – –
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$722K -$17.5K -385 -2%
CAM
66
ClariVest Asset Management
California
$717K – – –
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$706K +$49.5K +1,090 +8%
American Century Companies
68
American Century Companies
Missouri
$697K +$697K +15,349 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$688K -$25.6K -563 -4%
Jane Street
70
Jane Street
New York
$641K +$217K +4,792 +51%
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$641K +$641K +14,117 New
SO
72
STRS Ohio
Ohio
$626K -$150K -3,300 -19%
AG
73
Algert Global
California
$605K +$605K +13,324 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$535K +$226K +4,985 +73%
HW
75
Hancock Whitney
Mississippi
$520K -$40.6K -896 -7%
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