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Franklin Covey
FC

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.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 → 129 (+12)

7% more capital invested

Capital invested by funds: $379M → $404M (+$25.7M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.04% more ownership

Funds ownership: 75.11% → 75.15% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.85%
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
Harbor Capital Advisors
Illinois
+$5.63M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
DIA
Dean Investment Associates
Ohio
+$2.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.98M
5
RHJA
Rice Hall James & Associates
California
+$1.82M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$18.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$49.5K – – –
QT
102
Quantbot Technologies
New York
$43.6K -$15.6K -390 -27%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$38K +$28.4K +709 +331%
WAG
104
Wiser Advisor Group
Arizona
$37.2K – – –
GCM
105
Gladius Capital Management
Illinois
$30.5K -$5.49K -137 -16%
PAS
106
Point72 Asia (Singapore)
Singapore
$26.8K +$8.46K +211 +48%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$20.6K +$8.49K +212 +73%
AB
108
Amalgamated Bank
New York
$18K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$14.6K -$68.9K -1,719 -83%
NC
110
nVerses Capital
Florida
$12.3K – – –
C
111
Covestor
United Kingdom
$11K +$3.77K +94 +54%
AS
112
Altshuler Shaham
Israel
$3.83K +$3.73K +93 New
CPA
113
Capital Performance Advisors
California
$3.58K +$3.49K +87 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$3.54K +$2.4K +60 +231%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$3.29K +$3.21K +80 New
QCG
116
Quadrant Capital Group
Ohio
$2.47K – – –
US Bancorp
117
US Bancorp
Minnesota
$2.26K +$2.2K +55 New
S
118
SignatureFD
Georgia
$2.18K – – –
TWD
119
True Wealth Design
Ohio
$1.65K +$1.6K +40 New
CSC
120
Caldwell Sutter Capital
California
$1.44K – – –
HWM
121
Hemington Wealth Management
Virginia
$1K +$1.04K +26 New
Osaic Holdings
122
Osaic Holdings
Arizona
$987 – – –
Russell Investments Group
123
Russell Investments Group
United Kingdom
$823 +$561 +14 +233%
GWM
124
Geneos Wealth Management
Colorado
$576 +$561 +14 New
GRP
125
Global Retirement Partners
California
$535 +$521 +13 New
2 3 4
5
6

FC Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.

  • 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
  • The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
  • The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.