We are live on ! Find out more
FC icon

Franklin Covey
FC

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.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 → 129 (+12)

7% more capital invested

Capital invested by funds: $379M → $404M (+$25.7M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.04% more ownership

Funds ownership: 75.11% → 75.15% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.85%
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
Harbor Capital Advisors
Illinois
+$5.63M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
DIA
Dean Investment Associates
Ohio
+$2.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.98M
5
RHJA
Rice Hall James & Associates
California
+$1.82M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$18.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$398K +$249K +6,225 +180%
HF
77
HRT Financial
New York
$388K +$121K +3,031 +47%
AA
78
ALPS Advisors
Colorado
$372K +$363K +9,050 New
MWM
79
Modera Wealth Management
New Jersey
$352K +$343K +8,566 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$351K -$194K -4,845 -36%
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$339K +$68.6K +1,711 +26%
SOW
82
State of Wyoming
Wyoming
$319K +$214K +5,348 +223%
Jane Street
83
Jane Street
New York
$311K -$587K -14,648 -66%
Creative Planning
84
Creative Planning
Kansas
$301K +$293K +7,309 New
SG Americas Securities
85
SG Americas Securities
New York
$290K +$283K +7,059 New
Franklin Resources
86
Franklin Resources
California
$288K -$240 -6 -0.1%
Marshall Wace
87
Marshall Wace
United Kingdom
$287K +$280K +6,977 New
OKSA
88
O'Keefe Stevens Advisory
New York
$286K +$65.3K +1,629 +31%
MIM
89
MetLife Investment Management
New Jersey
$278K – – –
CIC
90
Cornercap Investment Counsel
Georgia
$258K -$266K -6,642 -51%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$255K -$12K -299 -5%
CF
92
Corebridge Financial
Texas
$247K -$4.65K -116 -2%
MAM
93
Martingale Asset Management
Massachusetts
$242K +$801 +20 +0.3%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$241K +$235K +5,869 New
XT
95
XTX Topco
Cayman Islands
$219K -$296K -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 -$86.4K -2,157 -36%
Wells Fargo
99
Wells Fargo
California
$146K -$1.07M -26,729 -88%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$88.1K – – –
2 3
4
5 6

FC Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.

  • 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
  • The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
  • The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.