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Franklin Covey

120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
54
Closed
10
Calls
$498K
Puts
$609K
Net Calls
-$111K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
51
ClariVest Asset Management
California
$815K
TI
52
Trexquant Investment
Connecticut
$814K +$364K +8,490 +81%
EAM
53
Eschler Asset Management
United Kingdom
$775K -$210K -4,893 -21%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$755K +$75.7K +1,763 +11%
Teacher Retirement System of Texas
55
Teacher Retirement System of Texas
Texas
$714K -$2.23K -52 -0.3%
SIA
56
Soltis Investment Advisors
Utah
$698K
UBS Group
57
UBS Group
Switzerland
$692K +$86.1K +2,006 +14%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$689K -$6.48K -151 -0.9%
Marshall Wace
59
Marshall Wace
United Kingdom
$643K -$320K -7,466 -33%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$612K +$346K +8,065 +130%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$609K +$333K +7,770 +120%
EGM
62
Engineers Gate Manager
New York
$595K -$65.2K -1,520 -10%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$582K -$213K -4,961 -27%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$561K -$84.3K -1,965 -13%
Legal & General Group
65
Legal & General Group
United Kingdom
$545K +$166K +3,874 +44%
HF
66
HRT Financial
New York
$529K -$855K -19,949 -62%
CIC
67
Cornercap Investment Counsel
Georgia
$512K +$512K +11,923 New
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$510K +$36.5K +849 +8%
B
69
Bailard
California
$491K -$19.3K -449 -4%
CS
70
Credit Suisse
Switzerland
$467K -$28.6K -666 -6%
DWM
71
Defined Wealth Management
Oregon
$421K
SO
72
STRS Ohio
Ohio
$420K
Canada Life
73
Canada Life
Manitoba, Canada
$395K +$375K +8,759 +1,848%
PI
74
Putnam Investments
Massachusetts
$394K -$3.22K -75 -0.8%
QC
75
Quadrature Capital
United Kingdom
$387K +$137K +3,189 +55%