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Franklin Covey
FC

Overview Fund Activity

117 hedge funds and large institutions have $379M invested in Franklin Covey in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
40
Reduced
41
Closed
28
Calls
$178K
Puts
$471K
Net Calls
-$293K
Net Calls Change
-$320K

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$17M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$28.7M
3
HCA
3
Harbor Capital Advisors
Illinois
$3.89M
4
MAG
4
Millrace Asset Group
Pennsylvania
$1.69M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.74M
4
BGC
4
Blue Grotto Capital
Georgia
$0
5
BlackRock
5
BlackRock
New York
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$689K +$9.36K +246 +1%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$665K +$452K +11,903 +213%
Aviva
53
Aviva
United Kingdom
$657K +$45K +1,184 +7%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$636K +$125K +3,281 +24%
EWA
55
EP Wealth Advisors
California
$618K – – –
TI
56
Tidal Investments
Wisconsin
$618K +$618K +16,258 New
SIA
57
Soltis Investment Advisors
Utah
$613K -$4.75K -125 -0.8%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$611K -$9.65K -254 -2%
RA
59
Royce & Associates
New York
$543K – – –
Lazard Asset Management
60
Lazard Asset Management
New York
$526K +$313K +8,250 +147%
Legal & General Group
61
Legal & General Group
United Kingdom
$522K +$41.5K +1,092 +9%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$510K +$78.8K +2,071 +18%
UBS Group
63
UBS Group
Switzerland
$499K -$393K -10,343 -44%
QC
64
Quadrature Capital
United Kingdom
$496K -$62K -1,635 -11%
CIC
65
Cornercap Investment Counsel
Georgia
$490K +$490K +12,907 New
XT
66
XTX Topco
Cayman Islands
$484K +$263K +6,930 +119%
Barclays
67
Barclays
United Kingdom
$455K -$224K -5,903 -33%
B
68
Bailard
California
$454K +$19K +500 +4%
PCIG
69
Partners Capital Investment Group
Massachusetts
$453K +$453K +11,924 New
Canada Life
70
Canada Life
Manitoba, Canada
$419K – – –
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$418K -$12K -316 -3%
SO
72
STRS Ohio
Ohio
$388K +$38K +1,000 +11%
DWM
73
Defined Wealth Management
Oregon
$373K +$38 +1 +0%
Man Group
74
Man Group
United Kingdom
$361K -$31.2K -822 -8%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$342K +$342K +9,011 New
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