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Franklin Covey
FC

Overview Fund Activity

122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
45
Closed
29
Calls
$457K
Puts
$5.54M
Net Calls
-$5.08M
Net Calls Change
-$5.18M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$10.5M
2
RHJA
2
Rice Hall James & Associates
California
$16.9M
3
PCM
3
Praetorian Capital Management
Florida
$2.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.37M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$21.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
BlackRock
2
BlackRock
New York
$40.5M
3
GIPM
3
G2 Investment Partners Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.63M
5
Man Group
5
Man Group
United Kingdom
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.04M -$131K -3,400 -11%
SGI
52
Summit Global Investments
Utah
$1.01M +$346K +9,000 +52%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$974K -$509K -13,236 -34%
American Century Companies
54
American Century Companies
Missouri
$835K +$163K +4,234 +24%
Teacher Retirement System of Texas
55
Teacher Retirement System of Texas
Texas
$697K -$11.3K -295 -2%
Axa
56
Axa
France
$685K -$96.2K -2,500 -12%
CTC
57
Central Trust Company
Missouri
$647K +$647K +16,827 New
SIA
58
Soltis Investment Advisors
Utah
$638K – – –
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$615K +$15.2K +395 +3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$603K -$82K -2,134 -12%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$602K -$105K -2,736 -15%
CAM
62
ClariVest Asset Management
California
$598K -$2K -52 -0.3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$597K -$7.12K -185 -1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$560K +$560K +14,544 New
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$539K -$645K -16,773 -54%
GCP
66
GSA Capital Partners
United Kingdom
$512K -$134K -3,489 -21%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$511K +$511K +13,291 New
SO
68
STRS Ohio
Ohio
$507K – – –
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$474K +$474K +12,310 New
EGM
70
Engineers Gate Manager
New York
$462K +$13.8K +358 +3%
HW
71
Hancock Whitney
Mississippi
$421K -$19.8K -513 -4%
B
72
Bailard
California
$413K – – –
CS
73
Credit Suisse
Switzerland
$412K +$154 +4 +0%
UBS Group
74
UBS Group
Switzerland
$398K +$65K +1,690 +20%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$392K +$10.9K +283 +3%
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3
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