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Franklin Covey
FC

Overview Fund Activity

117 hedge funds and large institutions have $379M invested in Franklin Covey in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
40
Reduced
41
Closed
28
Calls
$178K
Puts
$471K
Net Calls
-$293K
Net Calls Change
-$320K

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$17M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$28.7M
3
HCA
3
Harbor Capital Advisors
Illinois
$3.89M
4
MAG
4
Millrace Asset Group
Pennsylvania
$1.69M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.74M
4
BGC
4
Blue Grotto Capital
Georgia
$0
5
BlackRock
5
BlackRock
New York
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
76
Engineers Gate Manager
New York
$334K -$32.1K -844 -9%
Franklin Resources
77
Franklin Resources
California
$269K +$28.2K +743 +12%
MIM
78
MetLife Investment Management
New Jersey
$257K +$26.1K +686 +11%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$248K +$248K +6,522 New
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$247K +$247K +6,508 New
DTL
81
Dynamic Technology Lab
Singapore
$246K -$381K -10,025 -61%
HF
82
HRT Financial
New York
$244K +$244K +6,422 New
CF
83
Corebridge Financial
Texas
$233K +$233K +6,125 New
LCM
84
Legato Capital Management
California
$231K +$950 +25 +0.4%
CSS
85
Cubist Systematic Strategies
Connecticut
$226K +$226K +5,943 New
MAM
86
Martingale Asset Management
Massachusetts
$222K +$18.6K +490 +9%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$213K -$664K -17,462 -76%
OKSA
88
O'Keefe Stevens Advisory
New York
$202K +$202K +5,325 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$198K -$396K -10,434 -67%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$194K +$190 +5 +0.1%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$179K -$165K -4,242 -48%
Citigroup
92
Citigroup
New York
$131K -$18.2K -478 -12%
SOW
93
State of Wyoming
Wyoming
$91.1K -$18.8K -496 -17%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$81.4K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$78.8K +$65.2K +1,716 +481%
QT
96
Quantbot Technologies
New York
$55.1K +$55.1K +1,451 New
AIP
97
Ameritas Investment Partners
Nebraska
$45.7K – – –
WAG
98
Wiser Advisor Group
Arizona
$34.4K – – –
GCM
99
Gladius Capital Management
Illinois
$33.4K +$1.33K +35 +4%
PAS
100
Point72 Asia (Singapore)
Singapore
$16.8K +$16.8K +441 New
2 3
4
5 6