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Franklin Covey
FC

Overview Fund Activity

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
48
Reduced
42
Closed
17
Calls
$63K
Puts
$537K
Net Calls
-$474K
Net Calls Change
-$540K

Top Buyers

1
RA
1
Royce & Associates
New York
$5.29M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.19M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.5M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.27M
5
UBS Group
5
UBS Group
Switzerland
$1.71M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.33M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.09M
4
ICM
4
Intrepid Capital Management
Florida
$239K
5
BlackRock
5
BlackRock
New York
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.05M -$30.6K -815 -3%
LCM
52
Legato Capital Management
California
$1.02M -$21K -560 -2%
American Century Companies
53
American Century Companies
Missouri
$1.01M +$83.5K +2,222 +9%
Jane Street
54
Jane Street
New York
$852K +$568K +15,115 +200%
Axa
55
Axa
France
$839K – – –
Swiss National Bank
56
Swiss National Bank
Switzerland
$831K – – –
UBS AM
57
UBS AM
Illinois
$819K +$51.2K +1,363 +7%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$743K +$64K +1,703 +9%
EWA
59
EP Wealth Advisors
California
$681K +$12K +319 +2%
SIA
60
Soltis Investment Advisors
Utah
$590K -$15.9K -424 -3%
TI
61
Tidal Investments
Wisconsin
$582K -$29.1K -774 -5%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$578K +$3.65K +97 +0.6%
Legal & General Group
63
Legal & General Group
United Kingdom
$561K +$28.3K +753 +5%
EGM
64
Engineers Gate Manager
New York
$521K +$104K +2,776 +25%
SO
65
STRS Ohio
Ohio
$515K – – –
Invesco
66
Invesco
Georgia
$467K +$1.28K +34 +0.3%
B
67
Bailard
California
$426K – – –
Canada Life
68
Canada Life
Manitoba, Canada
$414K – – –
ECM
69
ExodusPoint Capital Management
New York
$393K +$393K +10,460 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$391K -$4.81K -128 -1%
Franklin Resources
71
Franklin Resources
California
$385K +$119K +3,170 +45%
Creative Planning
72
Creative Planning
Kansas
$383K +$109K +2,893 +40%
IIM
73
Illumine Investment Management
Washington
$382K +$382K +10,171 New
Citigroup
74
Citigroup
New York
$380K +$16.5K +438 +5%
DWM
75
Defined Wealth Management
Oregon
$369K -$38 -1 -0%
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