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Franklin Covey
FC

Overview Fund Activity

129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
42
Reduced
40
Closed
9
Calls
$95K
Puts
$29K
Net Calls
+$66K
Net Calls Change
+$359K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.99M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.6M
3
DIA
3
Dean Investment Associates
Ohio
$2.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.3M
5
RHJA
5
Rice Hall James & Associates
California
$22.6M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$496K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
Wells Fargo
5
Wells Fargo
California
$146K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$398K +$256K +6,225 +180%
HF
77
HRT Financial
New York
$388K +$124K +3,031 +47%
AA
78
ALPS Advisors
Colorado
$372K +$372K +9,050 New
MWM
79
Modera Wealth Management
New Jersey
$352K +$352K +8,566 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$351K -$199K -4,845 -36%
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$339K +$70.4K +1,711 +26%
SOW
82
State of Wyoming
Wyoming
$319K +$220K +5,348 +223%
Jane Street
83
Jane Street
New York
$311K -$602K -14,648 -66%
Creative Planning
84
Creative Planning
Kansas
$301K +$301K +7,309 New
SG Americas Securities
85
SG Americas Securities
New York
$290K +$290K +7,059 New
Franklin Resources
86
Franklin Resources
California
$288K -$244 -6 -0.1%
Marshall Wace
87
Marshall Wace
United Kingdom
$287K +$287K +6,977 New
OKSA
88
O'Keefe Stevens Advisory
New York
$286K +$67K +1,629 +31%
MIM
89
MetLife Investment Management
New Jersey
$278K – – –
CIC
90
Cornercap Investment Counsel
Georgia
$258K -$273K -6,642 -51%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$255K -$12.3K -299 -5%
CF
92
Corebridge Financial
Texas
$247K -$4.77K -116 -2%
MAM
93
Martingale Asset Management
Massachusetts
$242K +$823 +20 +0.3%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$241K +$241K +5,869 New
XT
95
XTX Topco
Cayman Islands
$219K -$304K -7,399 -58%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$210K – – –
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$189K – – –
CSS
98
Cubist Systematic Strategies
Connecticut
$156K -$88.7K -2,157 -36%
Wells Fargo
99
Wells Fargo
California
$146K -$1.1M -26,729 -88%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$88.1K – – –
2 3
4
5 6