We are live on ! Find out more
FC icon

Franklin Covey
FC

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.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 → 129 (+12)

7% more capital invested

Capital invested by funds: $379M → $404M (+$25.7M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.04% more ownership

Funds ownership: 75.11% → 75.15% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.85%
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
Harbor Capital Advisors
Illinois
+$5.63M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
DIA
Dean Investment Associates
Ohio
+$2.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.98M
5
RHJA
Rice Hall James & Associates
California
+$1.82M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$18.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
51
Axa
France
$919K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$909K – – –
UBS AM
53
UBS AM
Illinois
$840K -$99.1K -2,474 -11%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$759K +$38.6K +964 +6%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$743K -$2.2K -55 -0.3%
EWA
56
EP Wealth Advisors
California
$732K +$61.7K +1,541 +9%
TI
57
Tidal Investments
Wisconsin
$669K – – –
Aviva
58
Aviva
United Kingdom
$665K -$44.4K -1,109 -6%
SIA
59
Soltis Investment Advisors
Utah
$664K – – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$629K -$31.7K -790 -5%
RA
61
Royce & Associates
New York
$588K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$584K +$17.9K +447 +3%
SO
63
STRS Ohio
Ohio
$563K +$140K +3,500 +34%
UBS Group
64
UBS Group
Switzerland
$551K +$10.1K +251 +2%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$527K +$305K +7,606 +146%
GCP
66
GSA Capital Partners
United Kingdom
$515K +$502K +12,527 New
Invesco
67
Invesco
Georgia
$510K -$329K -8,219 -40%
BCM
68
Bares Capital Management
Texas
$496K -$18.2M -454,600 -97%
PCIG
69
Partners Capital Investment Group
Massachusetts
$490K – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$473K +$236K +5,889 +105%
B
71
Bailard
California
$466K -$24.7K -617 -5%
EGM
72
Engineers Gate Manager
New York
$456K +$92.1K +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 -$18.8K -468 -4%
DWM
75
Defined Wealth Management
Oregon
$403K – – –
1 2
3
4 5

FC Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.

  • 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
  • The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
  • The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.