FC icon

Franklin Covey
FC

Overview Fund Activity

85 hedge funds and large institutions have $181M invested in Franklin Covey in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
37
Reduced
28
Closed
12
Calls
$4.88M
Puts
$1.23M
Net Calls
+$3.65M
Net Calls Change
+$2.66M

Top Buyers

1
LSC
1
Lyon Street Capital
California
$2.35M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$2.97M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.62M

Top Sellers

1
OPERF
1
Oregon Public Employees Retirement Fund
Oregon
$8.56M
2
WA
2
Wasatch Advisors
Utah
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.08M
5
CCPM
5
Cooper Creek Partners Management
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$19K +$19K +1,002 New
GT
77
Glenmede Trust
Pennsylvania
$14K -$12.5K -602 -47%
Canada Life
78
Canada Life
Manitoba, Canada
$14K – – –
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$13K – – –
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$9.8K -$54.9K -2,565 -85%
QT
81
Quantbot Technologies
New York
$6K +$6K +300 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$2K -$1.25K -45 -38%
CFGS
83
Concourse Financial Group Securities
Alabama
$2K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$2K +$2K +100 New
S
85
SignatureFD
Georgia
$1K +$1K +50 New
WA
86
Wasatch Advisors
Utah
– -$1.95M -125,333 Closed
Millennium Management
87
Millennium Management
New York
– -$1.14M -73,086 Closed
Allianz Asset Management
88
Allianz Asset Management
Germany
– -$455K -29,306 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$246K -15,800 Closed
NAM
90
NorthCoast Asset Management
Connecticut
– -$206K -13,227 Closed
Squarepoint
91
Squarepoint
New York
– -$185K -11,884 Closed
AG
92
Algert Global
California
– -$172K -11,080 Closed
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$161K -10,262 Closed
GCP
94
GSA Capital Partners
United Kingdom
– -$159K -10,220 Closed
Victory Capital Management
95
Victory Capital Management
Texas
– -$64K -4,098 Closed
MWNA
96
Marshall Wace North America
New York
– -$34K -2,160 Closed
CAM
97
ClariVest Asset Management
California
– -$4K -256 Closed
1 2 3
4