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Franklin Covey
FC

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in Franklin Covey in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-19
Holders Change %
-18.1%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
15
Increased
38
Reduced
19
Closed
34
Calls
$3.22M
Puts
$2.23M
Net Calls
+$993K
Net Calls Change
-$6.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.1M
2
BCM
2
Bluefin Capital Management
New York
$2.1M
3
WA
3
Wasatch Advisors
Utah
$1.95M
4
CCPM
4
Cooper Creek Partners Management
New York
$1.78M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.39M

Top Sellers

1
YU
1
Yale University
Connecticut
$0
2
BOTOTLSJU
2
Board of Trustees of The Leland Stanford Junior University
California
$0
3
TOPU
3
Trustees of Princeton University
New Jersey
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.89M
5
OP
5
Osmium Partners
California
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
101
A.R.T. Advisors
New York
– -$626K -19,415 Closed
Group One Trading
102
Group One Trading
Illinois
– -$609K -18,900 Closed
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
– -$563K -17,453 Closed
SIM
104
Spark Investment Management
New York
– -$543K -16,858 Closed
Stifel Financial
105
Stifel Financial
Missouri
– -$447K -14,162 Closed
PPA
106
Parametric Portfolio Associates
Washington
– -$452K -14,025 Closed
DTL
107
Dynamic Technology Lab
Singapore
– -$416K -12,906 Closed
Bessemer Group
108
Bessemer Group
New Jersey
– -$322K -10,000 Closed
WG
109
Winton Group
United Kingdom
– -$297K -9,226 Closed
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
– -$274K -8,486 Closed
CS
111
Credit Suisse
Switzerland
– -$241K -7,487 Closed
MWM
112
Modera Wealth Management
New Jersey
– -$229K -7,113 Closed
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$200K -6,197 Closed
CF
114
Centaurus Financial
California
– -$173K -5,374 Closed
Simplex Trading
115
Simplex Trading
Illinois
– -$83K -2,597 Closed
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– -$39K -1,222 Closed
PHK
117
Point72 Hong Kong
Hong Kong
– -$26K -813 Closed
DWA
118
Dorsey Wright & Associates
California
– -$10K -313 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– -$9K -278 Closed
EW
120
Evoke Wealth
California
– -$5.25K -163 Closed
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