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Franklin Covey
FC

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in Franklin Covey in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-19
Holders Change %
-18.1%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
15
Increased
38
Reduced
19
Closed
34
Calls
$3.22M
Puts
$2.23M
Net Calls
+$993K
Net Calls Change
-$6.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.1M
2
BCM
2
Bluefin Capital Management
New York
$2.1M
3
WA
3
Wasatch Advisors
Utah
$1.95M
4
CCPM
4
Cooper Creek Partners Management
New York
$1.78M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.39M

Top Sellers

1
YU
1
Yale University
Connecticut
$0
2
BOTOTLSJU
2
Board of Trustees of The Leland Stanford Junior University
California
$0
3
TOPU
3
Trustees of Princeton University
New Jersey
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.89M
5
OP
5
Osmium Partners
California
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$47K +$24.3K +1,561 +107%
Legal & General Group
77
Legal & General Group
United Kingdom
$41K -$5.91K -376 -13%
GT
78
Glenmede Trust
Pennsylvania
$41K – – –
MWNA
79
Marshall Wace North America
New York
$34K -$76.4K -4,851 -69%
Lazard Asset Management
80
Lazard Asset Management
New York
$23K +$23K +1,489 New
AIP
81
Ameritas Investment Partners
Nebraska
$16K – – –
Canada Life
82
Canada Life
Manitoba, Canada
$11K – – –
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$9K +$9K +600 New
CAM
84
ClariVest Asset Management
California
$4K – – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$2K +$2K +117 New
CFGS
86
Concourse Financial Group Securities
Alabama
$1K – – –
YU
87
Yale University
Connecticut
– -$13.3M -413,433 Closed
BOTOTLSJU
88
Board of Trustees of The Leland Stanford Junior University
California
– -$9.79M -303,653 Closed
TOPU
89
Trustees of Princeton University
New Jersey
– -$6.39M -198,138 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$1.52M -47,213 Closed
CM
91
Caption Management
Oklahoma
– -$1.43M -44,400 Closed
OAM
92
Oxford Asset Management
United Kingdom
– -$1.26M -39,209 Closed
CG
93
Cutler Group
California
– -$1.22M -37,915 Closed
Invesco
94
Invesco
Georgia
– -$1.22M -37,686 Closed
TPWA
95
TRUE Private Wealth Advisors
Oregon
– -$1.09M -33,841 Closed
EGI
96
EAM Global Investors
California
– -$1.03M -31,817 Closed
EI
97
EAM Investors
California
– -$793K -24,601 Closed
HIM
98
Hillsdale Investment Management
Ontario, Canada
– -$757K -23,500 Closed
MAM
99
Martingale Asset Management
Massachusetts
– -$649K -20,103 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
– -$655K -19,893 Closed
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