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Franklin Covey
FC

Overview Fund Activity

129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
42
Reduced
40
Closed
9
Calls
$95K
Puts
$29K
Net Calls
+$66K
Net Calls Change
+$359K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.99M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.6M
3
DIA
3
Dean Investment Associates
Ohio
$2.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.3M
5
RHJA
5
Rice Hall James & Associates
California
$22.6M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$496K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
Wells Fargo
5
Wells Fargo
California
$146K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$919K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$909K – – –
UBS AM
53
UBS AM
Illinois
$840K -$102K -2,474 -11%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$759K +$39.7K +964 +6%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$743K -$2.26K -55 -0.3%
EWA
56
EP Wealth Advisors
California
$732K +$63.4K +1,541 +9%
TI
57
Tidal Investments
Wisconsin
$669K – – –
Aviva
58
Aviva
United Kingdom
$665K -$45.6K -1,109 -6%
SIA
59
Soltis Investment Advisors
Utah
$664K – – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$629K -$32.5K -790 -5%
RA
61
Royce & Associates
New York
$588K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$584K +$18.4K +447 +3%
SO
63
STRS Ohio
Ohio
$563K +$144K +3,500 +34%
UBS Group
64
UBS Group
Switzerland
$551K +$10.3K +251 +2%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$527K +$313K +7,606 +146%
GCP
66
GSA Capital Partners
United Kingdom
$515K +$515K +12,527 New
Invesco
67
Invesco
Georgia
$510K -$338K -8,219 -40%
BCM
68
Bares Capital Management
Texas
$496K -$18.7M -454,600 -97%
PCIG
69
Partners Capital Investment Group
Massachusetts
$490K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$473K +$242K +5,889 +105%
B
71
Bailard
California
$466K -$25.4K -617 -5%
EGM
72
Engineers Gate Manager
New York
$456K +$94.6K +2,299 +26%
Canada Life
73
Canada Life
Manitoba, Canada
$455K – – –
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$434K -$19.2K -468 -4%
DWM
75
Defined Wealth Management
Oregon
$403K – – –
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