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Franklin Covey
FC

Overview Fund Activity

131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-7
Holders Change %
-5.07%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
26
Calls
$25K
Puts
$64K
Net Calls
-$39K
Net Calls Change
+$435K

Top Buyers

1
RA
1
Royce & Associates
New York
$25.8M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$4.31M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$11.7M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$2.58M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$3.53M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$3.17M
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
BlackRock
4
BlackRock
New York
$28.8M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$749K -$784K -28,387 -51%
Franklin Resources
52
Franklin Resources
California
$693K +$410K +14,839 +145%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$682K +$451K +16,335 +195%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$655K +$655K +23,700 New
Ameriprise
55
Ameriprise
Minnesota
$634K +$634K +22,964 New
Axa
56
Axa
France
$617K – – –
IIM
57
Illumine Investment Management
Washington
$614K +$334K +12,077 +119%
UBS Group
58
UBS Group
Switzerland
$571K -$689K -24,939 -55%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$559K +$12.6K +455 +2%
Aviva
60
Aviva
United Kingdom
$548K +$548K +19,848 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$525K +$347K +12,580 +196%
LCM
62
Legato Capital Management
California
$513K -$234K -8,467 -31%
SO
63
STRS Ohio
Ohio
$483K +$105K +3,800 +28%
Barclays
64
Barclays
United Kingdom
$454K -$512K -18,486 -53%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$454K +$28.5K +1,033 +7%
EWA
66
EP Wealth Advisors
California
$444K -$56.8K -2,057 -11%
A
67
AlphaQuest
New York
$441K +$316K +11,455 +254%
SIA
68
Soltis Investment Advisors
Utah
$426K -$7.62K -276 -2%
TI
69
Tidal Investments
Wisconsin
$404K -$24.2K -875 -6%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$401K -$360K -13,204 -47%
SG Americas Securities
71
SG Americas Securities
New York
$394K +$227K +8,219 +136%
Invesco
72
Invesco
Georgia
$383K +$39.7K +1,439 +12%
Victory Capital Management
73
Victory Capital Management
Texas
$368K +$368K +13,315 New
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$358K +$203K +7,254 +131%
OKSA
75
O'Keefe Stevens Advisory
New York
$345K +$79.2K +2,867 +30%
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3
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