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Franklin Covey
FC

Overview Fund Activity

133 hedge funds and large institutions have $431M invested in Franklin Covey in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
48
Reduced
36
Closed
12
Calls
$804K
Puts
$408K
Net Calls
+$396K
Net Calls Change
+$72K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$14.2M
2
KLC
2
Kent Lake Capital
Nevada
$6.43M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.79M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.3M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.53M

Top Sellers

1
BlackRock
1
BlackRock
New York
$47.8M
2
AFCM
2
Alta Fox Capital Management
Texas
$0
3
PM
3
Pembroke Management
Quebec, Canada
$27.7M
4
PCM
4
Potomac Capital Management
New York
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$247K +$66.6K +1,468 +37%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$246K +$246K +5,422 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K -$7.17K -158 -3%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$230K +$1.63K +36 +0.7%
Victory Capital Management
105
Victory Capital Management
Texas
$216K -$81.2K -1,789 -27%
VI
106
Versor Investments
New York
$213K +$213K +4,700 New
VanEck Associates
107
VanEck Associates
New York
$209K -$67.4K -1,484 -24%
QT
108
Quantbot Technologies
New York
$178K +$178K +3,939 New
SG Americas Securities
109
SG Americas Securities
New York
$167K +$167K +3,672 New
Canada Life
110
Canada Life
Manitoba, Canada
$118K +$96.6K +2,137 +451%
First Manhattan
111
First Manhattan
New York
$108K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$97K +$97K +2,142 New
Citigroup
113
Citigroup
New York
$96K +$33.1K +732 +53%
AB
114
Amalgamated Bank
New York
$89K -$814 -18 -0.9%
SOW
115
State of Wyoming
Wyoming
$68K -$35.9K -789 -35%
APP
116
Alpha Paradigm Partners
Illinois
$62K +$62K +1,366 New
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$56K +$56K +1,226 New
VIA
118
Virtus Investment Advisers
Connecticut
$55K +$55K +1,222 New
TRCT
119
Tower Research Capital (TRC)
New York
$49K +$36.4K +799 +289%
Barclays
120
Barclays
United Kingdom
$46K +$17.6K +390 +62%
AIP
121
Ameritas Investment Partners
Nebraska
$45K – – –
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$37.5K – – –
ACM
123
Aquatic Capital Management
Illinois
$32K +$32K +700 New
Group One Trading
124
Group One Trading
Illinois
$31K +$31K +682 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$20K +$8.12K +177 +68%
2 3 4
5
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