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Franklin Covey
FC

Overview Fund Activity

122 hedge funds and large institutions have $365M invested in Franklin Covey in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-14
Holders Change %
-10.29%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
43
Reduced
45
Closed
29
Calls
$457K
Puts
$5.54M
Net Calls
-$5.08M
Net Calls Change
-$5.18M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$10.5M
2
RHJA
2
Rice Hall James & Associates
California
$16.9M
3
PCM
3
Praetorian Capital Management
Florida
$2.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.37M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$21.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
BlackRock
2
BlackRock
New York
$40.5M
3
GIPM
3
G2 Investment Partners Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.63M
5
Man Group
5
Man Group
United Kingdom
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
126
Cubist Systematic Strategies
Connecticut
– -$870K -18,594 Closed
TI
127
Trexquant Investment
Connecticut
– -$822K -17,573 Closed
AG
128
Algert Global
California
– -$741K -15,834 Closed
Marshall Wace
129
Marshall Wace
United Kingdom
– -$627K -13,411 Closed
QC
130
Quadrature Capital
United Kingdom
– -$625K -13,376 Closed
DTL
131
Dynamic Technology Lab
Singapore
– -$528K -11,290 Closed
XT
132
XTX Topco
Cayman Islands
– -$445K -9,520 Closed
UBS AM
133
UBS AM
Illinois
– -$440K -9,402 Closed
JF
134
Jump Financial
Illinois
– -$337K -7,200 Closed
GCM
135
Graham Capital Management
Connecticut
– -$329K -7,039 Closed
MWM
136
Modera Wealth Management
New Jersey
– -$243K -5,196 Closed
VOYA Investment Management
137
VOYA Investment Management
Georgia
– -$238K -5,098 Closed
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
– -$229K -4,889 Closed
MAM
139
Martingale Asset Management
Massachusetts
– -$225K -4,809 Closed
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$223K -4,760 Closed
OSAM
141
O'Shaughnessy Asset Management
Connecticut
– -$211K -4,522 Closed
CMF
142
Counterpoint Mutual Funds
California
– -$148K -3,158 Closed
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
– -$140K -3,000 Closed
QT
144
Quantbot Technologies
New York
– -$101K -2,170 Closed
AI
145
AXS Investments
New York
– -$83.5K -1,785 Closed
VIA
146
Virtus Investment Advisers
Connecticut
– -$57.2K -1,222 Closed
Allspring Global Investments
147
Allspring Global Investments
North Carolina
– -$34K -728 Closed
PMEF
148
Point72 Middle East FZE
United Arab Emirates
– -$23.4K -501 Closed
MCC
149
Money Concepts Capital
Florida
– -$23.4K -500 Closed
Group One Trading
150
Group One Trading
Illinois
– -$6.03K -129 Closed
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