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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
42
Reduced
41
Closed
16
Calls
$292K
Puts
$96K
Net Calls
+$196K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
51
Axa
France
$972K
Swiss National Bank
52
Swiss National Bank
Switzerland
$962K -$174K -4,000 -15%
ECM
53
ExodusPoint Capital Management
New York
$960K +$13.5K +310 +1%
HF
54
HRT Financial
New York
$843K +$306K +7,046 +57%
SIA
55
Soltis Investment Advisors
Utah
$708K
EWA
56
EP Wealth Advisors
California
$700K +$424K +9,734 +154%
Squarepoint
57
Squarepoint
New York
$692K +$692K +15,900 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$689K -$10.2K -235 -1%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$682K +$91.5K +2,102 +15%
QC
60
Quadrature Capital
United Kingdom
$678K +$286K +6,560 +73%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$675K +$158K +3,628 +31%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$637K -$129K -2,954 -17%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$585K -$139K -3,203 -19%
Marshall Wace
64
Marshall Wace
United Kingdom
$580K -$72.3K -1,662 -11%
Legal & General Group
65
Legal & General Group
United Kingdom
$552K -$1.22K -28 -0.2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$519K -$49.8K -1,144 -9%
B
67
Bailard
California
$498K
Canada Life
68
Canada Life
Manitoba, Canada
$478K +$77.9K +1,798 +19%
EGM
69
Engineers Gate Manager
New York
$456K -$147K -3,374 -24%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$428K -$193K -4,433 -31%
DWM
71
Defined Wealth Management
Oregon
$427K +$87 +2 +0%
SO
72
STRS Ohio
Ohio
$426K
CS
73
Credit Suisse
Switzerland
$424K -$50.2K -1,153 -11%
Jane Street
74
Jane Street
New York
$417K +$176K +4,052 +73%
PCIG
75
Partners Capital Investment Group
Massachusetts
$404K +$404K +9,277 New