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Franklin Covey
FC

Overview Fund Activity

122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.

Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
45
Closed
29
Calls
$457K
Puts
$5.54M
Net Calls
-$5.08M
Net Calls Change
-$5.18M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$10.5M
2
RHJA
2
Rice Hall James & Associates
California
$16.9M
3
PCM
3
Praetorian Capital Management
Florida
$2.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.37M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$21.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
BlackRock
2
BlackRock
New York
$40.5M
3
GIPM
3
G2 Investment Partners Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.63M
5
Man Group
5
Man Group
United Kingdom
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
101
Y-Intercept (HK)
Hong Kong
$205K +$205K +5,320 New
SOW
102
State of Wyoming
Wyoming
$122K +$99.5K +2,587 +441%
Citigroup
103
Citigroup
New York
$106K +$12.2K +318 +13%
ACM
104
Aquatic Capital Management
Illinois
$96K +$96K +2,500 New
Wells Fargo
105
Wells Fargo
California
$93.6K +$92.5K +2,405 +8,589%
First Manhattan
106
First Manhattan
New York
$92.3K – – –
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$82.4K – – –
VI
108
Vestcor Inc
New Brunswick, Canada
$76K – – –
AB
109
Amalgamated Bank
New York
$66K -$9.87K -256 -13%
TRCT
110
Tower Research Capital (TRC)
New York
$63K -$50.9K -1,333 -45%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$47.2K +$47.2K +1,226 New
AIP
112
Ameritas Investment Partners
Nebraska
$38.7K – – –
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$26.4K -$5.39K -140 -17%
DWA
114
Dorsey Wright & Associates
California
$23.4K -$2.54K -66 -10%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$23K +$12.2K +318 +113%
Canada Life
116
Canada Life
Manitoba, Canada
$18K -$138K -3,634 -88%
Osaic Holdings
117
Osaic Holdings
Arizona
$11.4K -$1.39K -36 -11%
BAM
118
Belpointe Asset Management
Nevada
$5.54K +$731 +19 +15%
Simplex Trading
119
Simplex Trading
Illinois
$2K +$2K +55 New
QCG
120
Quadrant Capital Group
Ohio
$1.35K +$1.35K +35 New
AA
121
AlphaMark Advisors
Kentucky
$1K – – –
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$1K – – –
AF
123
Allworth Financial
California
$308 – – –
Fuller & Thaler Asset Management
124
Fuller & Thaler Asset Management
California
– -$2.41M -51,450 Closed
GIPM
125
G2 Investment Partners Management
New York
– -$1.94M -41,468 Closed
2 3 4
5
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