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Franklin Covey

119 hedge funds and large institutions have $412M invested in Franklin Covey in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
42
Reduced
41
Closed
16
Calls
$292K
Puts
$96K
Net Calls
+$196K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
101
Wells Fargo
California
$136K -$39.7K -911 -23%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$130K +$30.8K +707 +31%
Lazard Asset Management
103
Lazard Asset Management
New York
$126K -$141K -3,261 -53%
SOW
104
State of Wyoming
Wyoming
$126K +$126K +2,885 New
First Manhattan
105
First Manhattan
New York
$104K
QT
106
Quantbot Technologies
New York
$96.9K +$18.4K +423 +23%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$93.2K
GCM
108
Gladius Capital Management
Illinois
$79K -$79.7K -1,832 -50%
AB
109
Amalgamated Bank
New York
$76K -$5.6K -129 -7%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$53.4K
AIP
111
Ameritas Investment Partners
Nebraska
$52.4K
WAG
112
Wiser Advisor Group
Arizona
$39.4K +$39.4K +905 New
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$29.9K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$22.9K +$435 +10 +2%
PA
115
Parallel Advisors
California
$16K +$8.88K +204 +125%
A
116
AlphaQuest
New York
$9.27K +$9.27K +213 New
CSC
117
Caldwell Sutter Capital
California
$1.74K
AA
118
AlphaMark Advisors
Kentucky
$1K
FFA
119
Farther Finance Advisors
California
$218 +$218 +5 New
Invesco
120
Invesco
Georgia
-$2.94M -68,403 Closed
KLC
121
Kent Lake Capital
Nevada
-$2.15M -50,000 Closed
Russell Investments Group
122
Russell Investments Group
United Kingdom
-$1.02M -23,848 Closed
MAG
123
Millrace Asset Group
Pennsylvania
-$1.02M -23,824 Closed
CAM
124
ClariVest Asset Management
California
-$815K -18,987 Closed
EAM
125
Eschler Asset Management
United Kingdom
-$775K -18,052 Closed