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Franklin Covey
FC

Overview Fund Activity

105 hedge funds and large institutions have $277M invested in Franklin Covey in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
20
Increased
43
Reduced
30
Closed
5
Calls
$7.22M
Puts
$3K
Net Calls
+$7.22M
Net Calls Change
-$587K

Top Buyers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
$23.3M
2
YU
Yale University
Connecticut
$13.3M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$9.79M
4
TOPU
Trustees of Princeton University
New Jersey
$6.39M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.5M

Top Sellers

1
PM
Pembroke Management
Quebec, Canada
$21.3M
2
OP
Osmium Partners
California
$4.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.2M
4
WG
Winton Group
United Kingdom
$297K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$268K -$58.1K -1,800 -18%
CS
77
Credit Suisse
Switzerland
$241K +$241K +7,487 New
MWM
78
Modera Wealth Management
New Jersey
$229K -$28.3K -878 -11%
MWNA
79
Marshall Wace North America
New York
$226K +$226K +7,011 New
AQR Capital Management
80
AQR Capital Management
Connecticut
$226K +$226K +7,016 New
Deutsche Bank
81
Deutsche Bank
Germany
$225K +$37.1K +1,161 +20%
CSS
82
Cubist Systematic Strategies
Connecticut
$218K +$218K +6,757 New
AG
83
Algert Global
California
$217K +$217K +6,720 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K -$15.9K -494 -7%
AIG
85
American International Group
New York
$197K -$1.68K -52 -0.8%
CF
86
Centaurus Financial
California
$173K +$173K +5,374 New
MIM
87
MetLife Investment Management
New Jersey
$155K – – –
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$114K – – –
Russell Investments Group
89
Russell Investments Group
United Kingdom
$112K +$35.2K +1,100 +46%
Legal & General Group
90
Legal & General Group
United Kingdom
$96K +$23.5K +732 +32%
Victory Capital Management
91
Victory Capital Management
Texas
$93K +$37.7K +1,166 +68%
Citigroup
92
Citigroup
New York
$90K +$29.9K +924 +50%
Simplex Trading
93
Simplex Trading
Illinois
$83K -$2.33K -73 -3%
KBC Group
94
KBC Group
Belgium
$79K – – –
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$47.1K -$3.9K -121 -8%
GT
96
Glenmede Trust
Pennsylvania
$41K +$1.22K +38 +3%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$39K +$11.7K +368 +43%
AIP
98
Ameritas Investment Partners
Nebraska
$32K – – –
PHK
99
Point72 Hong Kong
Hong Kong
$26K +$26K +813 New
Canada Life
100
Canada Life
Manitoba, Canada
$21K +$21K +665 New
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