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Franklin Covey
FC

Overview Fund Activity

122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
45
Closed
29
Calls
$457K
Puts
$5.54M
Net Calls
-$5.08M
Net Calls Change
-$5.18M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$10.5M
2
RHJA
2
Rice Hall James & Associates
California
$16.9M
3
PCM
3
Praetorian Capital Management
Florida
$2.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.37M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$21.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
BlackRock
2
BlackRock
New York
$40.5M
3
GIPM
3
G2 Investment Partners Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.63M
5
Man Group
5
Man Group
United Kingdom
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
76
Tudor Investment Corp
Connecticut
$382K +$382K +9,941 New
DWM
77
Defined Wealth Management
Oregon
$377K – – –
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$363K -$37.6K -977 -9%
CF
79
Centaurus Financial
California
$342K – – –
Jane Street
80
Jane Street
New York
$329K +$329K +8,557 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$301K -$331K -8,597 -52%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$300K -$92.2K -2,400 -24%
PI
83
Putnam Investments
Massachusetts
$294K -$12.1K -315 -4%
Barclays
84
Barclays
United Kingdom
$273K +$115K +2,995 +73%
EWA
85
EP Wealth Advisors
California
$268K -$73.5K -1,363 -22%
Victory Capital Management
86
Victory Capital Management
Texas
$258K +$258K +6,705 New
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$241K – – –
Lazard Asset Management
88
Lazard Asset Management
New York
$238K +$22.4K +584 +10%
MIM
89
MetLife Investment Management
New Jersey
$234K – – –
SG Americas Securities
90
SG Americas Securities
New York
$233K +$149K +3,869 +177%
Legal & General Group
91
Legal & General Group
United Kingdom
$231K +$9.08K +236 +4%
AllianceBernstein
92
AllianceBernstein
Tennessee
$227K -$26.9K -700 -11%
AIG
93
American International Group
New York
$226K +$4.5K +117 +2%
VanEck Associates
94
VanEck Associates
New York
$224K +$13.6K +353 +6%
Allianz Asset Management
95
Allianz Asset Management
Germany
$221K -$971K -25,229 -81%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$216K +$216K +5,610 New
NRD
97
Nebula Research & Development
New York
$216K +$216K +5,606 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$211K +$5.19K +135 +3%
QC
99
Quent Capital
New York
$208K -$92.9K -2,564 -31%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$207K +$11.8K +311 +6%
2 3
4
5 6