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Franklin Covey

120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
54
Closed
10
Calls
$498K
Puts
$609K
Net Calls
-$111K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$379K +$379K +8,842 New
NRD
77
Nebula Research & Development
New York
$351K +$351K +8,189 New
SGI
78
Summit Global Investments
Utah
$330K -$437K -10,200 -57%
OQS
79
Occudo Quantitative Strategies
Florida
$326K +$326K +7,587 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$317K
Franklin Resources
81
Franklin Resources
California
$293K +$20.5K +478 +8%
HW
82
Hancock Whitney
Mississippi
$293K -$9.01K -210 -3%
EWA
83
EP Wealth Advisors
California
$272K -$6.43M -149,760 -96%
Lazard Asset Management
84
Lazard Asset Management
New York
$264K +$25.9K +605 +11%
Deutsche Bank
85
Deutsche Bank
Germany
$264K -$2.52M -58,701 -91%
MIM
86
MetLife Investment Management
New Jersey
$261K
VanEck Associates
87
VanEck Associates
New York
$259K -$15.1K -351 -6%
Barclays
88
Barclays
United Kingdom
$254K +$41.8K +975 +20%
AIG
89
American International Group
New York
$249K -$2.92K -68 -1%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$240K -$43 -1 -0%
LCM
91
Legato Capital Management
California
$239K +$239K +5,558 New
Jane Street
92
Jane Street
New York
$237K -$198K -4,607 -45%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$236K
UBS AM
94
UBS AM
Illinois
$230K +$230K +5,358 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$228K -$4.46K -104 -2%
MWM
96
Modera Wealth Management
New Jersey
$223K
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$218K -$1.12K -26 -0.5%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216K -$4.76K -111 -2%
MAM
99
Martingale Asset Management
Massachusetts
$206K
PI
100
PEAK6 Investments
Illinois
$199K +$199K +4,641 New