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Franklin Covey
FC

Overview Fund Activity

129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
42
Reduced
40
Closed
9
Calls
$95K
Puts
$29K
Net Calls
+$66K
Net Calls Change
+$359K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.99M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.6M
3
DIA
3
Dean Investment Associates
Ohio
$2.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.3M
5
RHJA
5
Rice Hall James & Associates
California
$22.6M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$496K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
Wells Fargo
5
Wells Fargo
California
$146K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$49.5K – – –
QT
102
Quantbot Technologies
New York
$43.6K -$16K -390 -27%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$38K +$29.2K +709 +331%
WAG
104
Wiser Advisor Group
Arizona
$37.2K – – –
GCM
105
Gladius Capital Management
Illinois
$30.5K -$5.64K -137 -16%
PAS
106
Point72 Asia (Singapore)
Singapore
$26.8K +$8.68K +211 +48%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$20.6K +$8.72K +212 +73%
AB
108
Amalgamated Bank
New York
$18K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$14.6K -$70.7K -1,719 -83%
NC
110
nVerses Capital
Florida
$12.3K – – –
C
111
Covestor
United Kingdom
$11K +$3.87K +94 +54%
AS
112
Altshuler Shaham
Israel
$3.83K +$3.83K +93 New
CPA
113
Capital Performance Advisors
California
$3.58K +$3.58K +87 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$3.54K +$2.47K +60 +231%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$3.29K +$3.29K +80 New
QCG
116
Quadrant Capital Group
Ohio
$2.47K – – –
US Bancorp
117
US Bancorp
Minnesota
$2.26K +$2.26K +55 New
S
118
SignatureFD
Georgia
$2.18K – – –
TWD
119
True Wealth Design
Ohio
$1.65K +$1.65K +40 New
CSC
120
Caldwell Sutter Capital
California
$1.44K – – –
HWM
121
Hemington Wealth Management
Virginia
$1K +$1K +26 New
Osaic Holdings
122
Osaic Holdings
Arizona
$987 – – –
Russell Investments Group
123
Russell Investments Group
United Kingdom
$823 +$576 +14 +233%
GWM
124
Geneos Wealth Management
Colorado
$576 +$576 +14 New
GRP
125
Global Retirement Partners
California
$535 +$535 +13 New
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5
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