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Franklin Covey
FC

Overview Fund Activity

131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-7
Holders Change %
-5.07%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
26
Calls
$25K
Puts
$64K
Net Calls
-$39K
Net Calls Change
+$435K

Top Buyers

1
RA
1
Royce & Associates
New York
$25.8M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$4.31M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$11.7M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$2.58M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$3.53M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$3.17M
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
BlackRock
4
BlackRock
New York
$28.8M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
76
Martingale Asset Management
Massachusetts
$337K +$74.4K +2,692 +28%
PCIG
77
Partners Capital Investment Group
Massachusetts
$329K +$329K +11,924 New
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$321K -$463K -16,756 -59%
B
79
Bailard
California
$313K – – –
NRD
80
Nebula Research & Development
New York
$276K +$276K +9,992 New
IIM
81
INTECH Investment Management
Florida
$275K +$125K +4,535 +84%
DWM
82
Defined Wealth Management
Oregon
$271K -$28 -1 -0%
KK
83
KLP Kapitalforvaltning
Norway
$268K +$41.4K +1,500 +18%
HW
84
Hancock Whitney
Mississippi
$257K +$29.8K +1,078 +13%
Citigroup
85
Citigroup
New York
$234K -$45.9K -1,663 -16%
EGM
86
Engineers Gate Manager
New York
$224K -$158K -5,729 -41%
QCM
87
Quantinno Capital Management
New York
$206K +$206K +7,449 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$204K -$1.02K -37 -0.5%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$191K -$79.5K -2,879 -29%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$185K +$8.62K +312 +5%
MIM
91
MetLife Investment Management
New Jersey
$181K -$5.61K -203 -3%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$178K -$711K -25,749 -80%
SOW
93
State of Wyoming
Wyoming
$178K +$20.1K +726 +13%
CF
94
Corebridge Financial
Texas
$152K -$2.27K -82 -1%
Wells Fargo
95
Wells Fargo
California
$149K +$1.6K +58 +1%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$141K – – –
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$105K -$44.2K -1,600 -30%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$90.7K – – –
Legal & General Group
99
Legal & General Group
United Kingdom
$81.1K -$332K -12,004 -80%
PFSRSONJ
100
Police & Firemen's Retirement System of New Jersey
New Jersey
$66K – – –
2 3
4
5 6