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Franklin Covey

115 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 27 closing their positions.

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
43
Reduced
36
Closed
27
Calls
$218K
Puts
$310K
Net Calls
-$92K
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$280K +$160K +3,653 +133%
VanEck Associates
77
VanEck Associates
New York
$279K +$23.8K +545 +9%
Franklin Resources
78
Franklin Resources
California
$277K +$277K +6,352 New
EWA
79
EP Wealth Advisors
California
$277K +$268K +151,123 +3,038%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$277K -$359K -8,210 -56%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$271K -$71K -1,626 -21%
MIM
82
MetLife Investment Management
New Jersey
$266K
AIG
83
American International Group
New York
$256K +$87 +2 +0%
QC
84
Quadrature Capital
United Kingdom
$255K +$255K +5,832 New
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$245K -$349 -8 -0.1%
Lazard Asset Management
86
Lazard Asset Management
New York
$243K -$27.8K -638 -10%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$240K
VOYA Investment Management
88
VOYA Investment Management
Georgia
$236K +$236K +5,413 New
Invesco
89
Invesco
Georgia
$236K -$2.01M -46,097 -90%
MWM
90
Modera Wealth Management
New Jersey
$227K +$227K +5,196 New
Wells Fargo
91
Wells Fargo
California
$226K +$120K +2,743 +113%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225K +$225K +5,152 New
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$223K -$119K -2,711 -35%
AG
94
Algert Global
California
$222K +$222K +5,090 New
Barclays
95
Barclays
United Kingdom
$216K -$94.4K -2,161 -30%
MAM
96
Martingale Asset Management
Massachusetts
$210K +$210K +4,809 New
Squarepoint
97
Squarepoint
New York
$208K +$208K +4,754 New
First Manhattan
98
First Manhattan
New York
$105K
QT
99
Quantbot Technologies
New York
$93.7K +$93.7K +2,146 New
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$93.6K