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Franklin Covey
FC

Overview Fund Activity

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
48
Reduced
42
Closed
17
Calls
$63K
Puts
$537K
Net Calls
-$474K
Net Calls Change
-$540K

Top Buyers

1
RA
1
Royce & Associates
New York
$5.29M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.19M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.5M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.27M
5
UBS Group
5
UBS Group
Switzerland
$1.71M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.33M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.09M
4
ICM
4
Intrepid Capital Management
Florida
$239K
5
BlackRock
5
BlackRock
New York
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$368K -$113K -3,015 -24%
OKSA
77
O'Keefe Stevens Advisory
New York
$361K +$99.9K +2,658 +38%
MAM
78
Martingale Asset Management
Massachusetts
$357K +$136K +3,620 +62%
AA
79
ALPS Advisors
Colorado
$340K – – –
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$332K +$22.8K +608 +7%
GCP
81
GSA Capital Partners
United Kingdom
$319K -$152K -4,044 -32%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$314K +$314K +8,363 New
HW
83
Hancock Whitney
Mississippi
$309K +$309K +8,223 New
KK
84
KLP Kapitalforvaltning
Norway
$308K +$308K +8,200 New
DTL
85
Dynamic Technology Lab
Singapore
$295K +$295K +7,841 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$279K -$42.5K -1,132 -13%
BCC
87
Bridge City Capital
Oregon
$272K +$272K +7,234 New
MF
88
Magnetar Financial
Illinois
$271K +$271K +7,198 New
MIM
89
MetLife Investment Management
New Jersey
$254K – – –
XT
90
XTX Topco
Cayman Islands
$246K +$45.7K +1,215 +23%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$242K +$242K +6,433 New
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$240K +$6.84K +182 +3%
ICM
93
Intrepid Capital Management
Florida
$239K -$1.8M -48,010 -88%
CIC
94
Cornercap Investment Counsel
Georgia
$235K – – –
EC
95
EntryPoint Capital
New York
$229K +$229K +6,096 New
SG Americas Securities
96
SG Americas Securities
New York
$228K -$37.8K -1,004 -14%
IQI
97
Integrated Quantitative Investments
Washington
$227K +$227K +6,031 New
SOW
98
State of Wyoming
Wyoming
$215K -$76.3K -2,029 -26%
CF
99
Corebridge Financial
Texas
$210K -$15.9K -422 -7%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$208K -$486K -12,925 -70%
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4
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