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Franklin Covey
FC

Overview Fund Activity

138 hedge funds and large institutions have $371M invested in Franklin Covey in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
48
Reduced
42
Closed
17
Calls
$63K
Puts
$537K
Net Calls
-$474K
Net Calls Change
-$540K

Top Buyers

1
RA
1
Royce & Associates
New York
$5.29M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.19M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$25.5M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.27M
5
UBS Group
5
UBS Group
Switzerland
$1.71M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.33M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.09M
4
ICM
4
Intrepid Capital Management
Florida
$239K
5
BlackRock
5
BlackRock
New York
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
101
Man Group
United Kingdom
$205K +$205K +5,450 New
IIM
102
INTECH Investment Management
Florida
$203K +$203K +5,407 New
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$203K +$203K +5,390 New
Wells Fargo
104
Wells Fargo
California
$201K +$67.2K +1,789 +50%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$192K – – –
A
106
AlphaQuest
New York
$169K +$169K +4,507 New
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$162K – – –
Russell Investments Group
108
Russell Investments Group
United Kingdom
$153K +$153K +4,062 +20,310%
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$89.8K +$89.8K +2,389 New
TRCT
110
Tower Research Capital (TRC)
New York
$81K +$67.7K +1,802 +509%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$80.5K – – –
WAG
112
Wiser Advisor Group
Arizona
$68.1K +$34.1K +907 +100%
RS
113
R Squared
Hong Kong
$56.7K +$56.7K +1,510 New
ACM
114
Aquatic Capital Management
Illinois
$55.7K +$55.7K +1,483 New
AIP
115
Ameritas Investment Partners
Nebraska
$45.2K – – –
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$38K +$38K +1,020 New
PWA
117
Physician Wealth Advisors
Utah
$26.5K +$26.5K +704 New
CSS
118
Cubist Systematic Strategies
Connecticut
$17.9K -$124K -3,310 -87%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$17K -$17.5K -468 -51%
AB
120
Amalgamated Bank
New York
$16K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$14.8K -$4.05K -108 -22%
VCM
122
Versant Capital Management
Arizona
$14.5K +$14.5K +387 New
PAS
123
Point72 Asia (Singapore)
Singapore
$5.56K -$18.9K -504 -77%
S
124
SignatureFD
Georgia
$4.17K +$2.18K +58 +109%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$3.19K +$188 +5 +6%
3 4
5
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