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Franklin Covey
FC

Overview Fund Activity

123 hedge funds and large institutions have $385M invested in Franklin Covey in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
43
Reduced
40
Closed
20
Calls
$435K
Puts
$408K
Net Calls
+$27K
Net Calls Change
-$169K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$13M
2
WA
2
Wasatch Advisors
Utah
$6.86M
3
HIM
3
Herald Investment Management
United Kingdom
$6.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$1.23M
5
BlackRock
5
BlackRock
New York
$49M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
Millennium Management
2
Millennium Management
New York
$5.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
BCM
4
Brasada Capital Management
Texas
$1.75M
5
BGC
5
Blue Grotto Capital
Georgia
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
76
Engineers Gate Manager
New York
$378K -$33.7K -859 -8%
NRD
77
Nebula Research & Development
New York
$366K +$50.2K +1,278 +16%
SO
78
STRS Ohio
Ohio
$361K -$23.5K -600 -6%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$332K – – –
VOYA Investment Management
80
VOYA Investment Management
Georgia
$298K +$95.9K +2,442 +48%
GCP
81
GSA Capital Partners
United Kingdom
$291K +$97.8K +2,496 +51%
VanEck Associates
82
VanEck Associates
New York
$267K +$25.2K +640 +10%
HW
83
Hancock Whitney
Mississippi
$262K +$15.3K +390 +6%
Franklin Resources
84
Franklin Resources
California
$249K -$20.4K -519 -8%
CC
85
Centiva Capital
New York
$243K +$243K +6,185 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$241K +$241K +6,267 New
MIM
87
MetLife Investment Management
New Jersey
$239K – – –
LCM
88
Legato Capital Management
California
$238K +$510 +13 +0.2%
XT
89
XTX Topco
Cayman Islands
$228K +$228K +5,805 New
AIG
90
American International Group
New York
$225K -$1.96K -50 -0.9%
Lazard Asset Management
91
Lazard Asset Management
New York
$220K +$106K +2,699 +93%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$219K -$39 -1 -0%
Squarepoint
93
Squarepoint
New York
$212K -$412K -10,491 -66%
MAM
94
Martingale Asset Management
Massachusetts
$211K +$21.7K +553 +11%
UBS AM
95
UBS AM
Illinois
$210K – – –
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$200K -$275 -7 -0.1%
Citigroup
97
Citigroup
New York
$154K +$15.7K +400 +11%
Wells Fargo
98
Wells Fargo
California
$141K +$18.3K +466 +15%
SOW
99
State of Wyoming
Wyoming
$114K +$353 +9 +0.3%
A
100
AlphaQuest
New York
$96.3K +$87.9K +2,239 +1,051%
2 3
4
5 6