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Franklin Covey

120 hedge funds and large institutions have $387M invested in Franklin Covey in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
54
Closed
10
Calls
$498K
Puts
$609K
Net Calls
-$111K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
101
Wells Fargo
California
$173K -$49.4K -1,150 -22%
GCM
102
Gladius Capital Management
Illinois
$157K +$64.7K +1,508 +71%
ACM
103
Aquatic Capital Management
Illinois
$107K +$30K +700 +39%
SG Americas Securities
104
SG Americas Securities
New York
$105K +$105K +2,438 New
First Manhattan
105
First Manhattan
New York
$103K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$98K +$98K +2,283 New
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$91.9K
AB
108
Amalgamated Bank
New York
$81K
QT
109
Quantbot Technologies
New York
$77.4K -$14.7K -342 -16%
Citigroup
110
Citigroup
New York
$56.8K -$218K -5,077 -79%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$52.6K
AIP
112
Ameritas Investment Partners
Nebraska
$51.6K +$8.41K +196 +19%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +778 New
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$29.4K
TRCT
115
Tower Research Capital (TRC)
New York
$23.2K -$9.79K -228 -30%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$22.2K +$3.31K +77 +18%
PA
117
Parallel Advisors
California
$7K +$7K +163 New
CSC
118
Caldwell Sutter Capital
California
$1.72K +$1.72K +40 New
EWA
119
EverSource Wealth Advisors
Alabama
$1.03K +$1.03K +24 New
AA
120
AlphaMark Advisors
Kentucky
$1K
S
121
SignatureFD
Georgia
$472 +$472 +11 New
CSS
122
Cubist Systematic Strategies
Connecticut
-$625K -14,299 Closed
Walleye Capital
123
Walleye Capital
New York
-$394K -9,028 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$277K -6,334 Closed
Squarepoint
125
Squarepoint
New York
-$208K -4,754 Closed