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Franklin Covey
FC

Overview Fund Activity

136 hedge funds and large institutions have $416M invested in Franklin Covey in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
18
Increased
52
Reduced
47
Closed
15
Calls
$411K
Puts
$309K
Net Calls
+$102K
Net Calls Change
-$294K

Top Buyers

1
BlackRock
1
BlackRock
New York
$51.7M
2
BGC
2
Blue Grotto Capital
Georgia
$15.8M
3
Norges Bank
3
Norges Bank
Norway
$3.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.34M
5
BCM
5
Bares Capital Management
Texas
$7.95M

Top Sellers

1
PM
1
Pembroke Management
Quebec, Canada
$23.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.62M
4
SCM
4
SG Capital Management
Illinois
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$500K 10,693 +2,073 +24%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$487K 10,416 -3,701 -26%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$477K 10,205 -9 -0.1%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$463K 9,897 +121 +1%
DWM
80
Defined Wealth Management
Oregon
$459K 9,806 -734 -7%
XT
81
XTX Topco
Cayman Islands
$445K 9,520 +9,520 New
UBS AM
82
UBS AM
Illinois
$440K 9,402 +9,402 New
CF
83
Centaurus Financial
California
$416K 8,892 – –
UBS Group
84
UBS Group
Switzerland
$404K 8,644 +3,047 +54%
QC
85
Quent Capital
New York
$389K 8,316 – –
APP
86
Alpha Paradigm Partners
Illinois
$380K 8,124 +6,758 +495%
PI
87
Putnam Investments
Massachusetts
$373K 7,969 +7,969 New
JF
88
Jump Financial
Illinois
$337K 7,200 -2,400 -25%
GCM
89
Graham Capital Management
Connecticut
$329K 7,039 +7,039 New
AllianceBernstein
90
AllianceBernstein
Tennessee
$309K 6,600 +700 +12%
EWA
91
EP Wealth Advisors
California
$296K 6,337 +6,337 New
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$293K 6,267 -1,860 -23%
MIM
93
MetLife Investment Management
New Jersey
$284K 6,081 – –
Legal & General Group
94
Legal & General Group
United Kingdom
$270K 5,774 +191 +3%
AIG
95
American International Group
New York
$269K 5,753 -21 -0.4%
Lazard Asset Management
96
Lazard Asset Management
New York
$262K 5,623 +181 +3%
VanEck Associates
97
VanEck Associates
New York
$256K 5,478 +874 +19%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$251K 5,359 -218 -4%
MWM
99
Modera Wealth Management
New Jersey
$243K 5,196 -1,043 -17%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$239K 5,130 -745 -13%
2 3
4
5 6