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Franklin Covey
FC

Overview Fund Activity

123 hedge funds and large institutions have $385M invested in Franklin Covey in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
43
Reduced
40
Closed
20
Calls
$435K
Puts
$408K
Net Calls
+$27K
Net Calls Change
-$169K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$13M
2
WA
2
Wasatch Advisors
Utah
$6.86M
3
HIM
3
Herald Investment Management
United Kingdom
$6.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$1.23M
5
BlackRock
5
BlackRock
New York
$49M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
Millennium Management
2
Millennium Management
New York
$5.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
BCM
4
Brasada Capital Management
Texas
$1.75M
5
BGC
5
Blue Grotto Capital
Georgia
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
101
First Manhattan
New York
$94.2K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$84.1K – – –
MG
103
Mather Group
Illinois
$73.4K +$73.4K +1,686 New
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$59.3K +$59.3K +1,510 New
AIP
105
Ameritas Investment Partners
Nebraska
$47.2K – – –
BBHC
106
Brown Brothers Harriman & Co
New York
$43.2K +$43.2K +1,100 New
WAG
107
Wiser Advisor Group
Arizona
$35.5K – – –
GCM
108
Gladius Capital Management
Illinois
$33.1K -$38.1K -971 -53%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$26.9K – – –
QCG
110
Quadrant Capital Group
Ohio
$19.7K +$19.7K +502 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$18.3K -$2.36K -60 -11%
AB
112
Amalgamated Bank
New York
$17K -$51.5K -1,316 -75%
TRCT
113
Tower Research Capital (TRC)
New York
$14K -$134K -3,422 -91%
Osaic Holdings
114
Osaic Holdings
Arizona
$9.89K +$9.89K +252 New
ACM
115
Aquatic Capital Management
Illinois
$7.85K +$7.85K +200 New
AS
116
Altshuler Shaham
Israel
$3.69K +$3.69K +94 New
US Bancorp
117
US Bancorp
Minnesota
$1.88K +$1.88K +48 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$903 +$903 +23 New
LC
119
Lindbrook Capital
California
$353 +$353 +9 New
GI
120
GAMMA Investing
California
$157 +$157 +4 New
AWM
121
Avior Wealth Management
Nebraska
$78 +$78 +2 New
AI
122
Acuitas Investments
Washington
– -$2.93M -67,422 Closed
WVP
123
Worth Venture Partners
New Jersey
– -$1.5M -34,405 Closed
ECM
124
ExodusPoint Capital Management
New York
– -$960K -22,064 Closed
HF
125
HRT Financial
New York
– -$843K -19,386 Closed
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