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Franklin Covey
FC

Overview Fund Activity

117 hedge funds and large institutions have $379M invested in Franklin Covey in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
40
Reduced
41
Closed
28
Calls
$178K
Puts
$471K
Net Calls
-$293K
Net Calls Change
-$320K

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$17M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$28.7M
3
HCA
3
Harbor Capital Advisors
Illinois
$3.89M
4
MAG
4
Millrace Asset Group
Pennsylvania
$1.69M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.74M
4
BGC
4
Blue Grotto Capital
Georgia
$0
5
BlackRock
5
BlackRock
New York
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$16K – – –
NC
102
nVerses Capital
Florida
$11.4K +$11.4K +300 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$11K -$6.76K -178 -38%
EC
104
EntryPoint Capital
New York
$10.5K +$10.5K +275 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.74K +207 +2,957%
C
106
Covestor
United Kingdom
$7K +$6.96K +172 +17,200%
QCG
107
Quadrant Capital Group
Ohio
$2.28K -$16.8K -442 -88%
S
108
SignatureFD
Georgia
$2.01K +$2.01K +53 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$1.9K +$1.9K +50 New
CSC
110
Caldwell Sutter Capital
California
$1.33K +$1.33K +35 New
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$988 +$114 +3 +13%
Osaic Holdings
112
Osaic Holdings
Arizona
$912 -$8.66K -228 -90%
IC
113
Innealta Capital
Texas
$418 +$418 +11 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$228 +$228 +6 New
RIL
115
Rothschild Investment LLC
Illinois
$190 +$190 +5 New
GI
116
GAMMA Investing
California
$152 – – –
A
117
AlphaQuest
New York
$38 -$93.1K -2,451 -100%
WA
118
Wasatch Advisors
Utah
– -$6.86M -174,794 Closed
SAM
119
Silvercrest Asset Management
New York
– -$5.53M -140,838 Closed
BGC
120
Blue Grotto Capital
Georgia
– -$3.93M -100,000 Closed
BCM
121
Brasada Capital Management
Texas
– -$1.75M -44,516 Closed
AG
122
Algert Global
California
– -$1.23M -31,330 Closed
Marshall Wace
123
Marshall Wace
United Kingdom
– -$960K -24,457 Closed
Simplex Trading
124
Simplex Trading
Illinois
– -$573K -14,605 Closed
EAM
125
Eschler Asset Management
United Kingdom
– -$448K -11,743 Closed
2 3 4
5
6