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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.33M
2
AllianceBernstein
AllianceBernstein
Tennessee
$23.1M
3
Morgan Stanley
Morgan Stanley
New York
$2.09M
4
ICM
Intrepid Capital Management
Florida
$239K
5
BlackRock
BlackRock
New York
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
126
Caldwell Sutter Capital
California
$1.32K – – –
BIG
127
Brooklyn Investment Group
New York
$1.28K +$1.28K +34 New
GI
128
GAMMA Investing
California
$1.09K +$1.09K +29 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$1.02K -$2.22K -59 -69%
Osaic Holdings
130
Osaic Holdings
Arizona
$939 +$38 +1 +4%
MCM
131
Mainstream Capital Management
California
$564 +$564 +15 New
GWM
132
Geneos Wealth Management
Colorado
$526 – – –
SCM
133
Sterling Capital Management
North Carolina
$451 – – –
IA
134
IFP Advisors
Florida
$413 +$413 +11 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$225 -$225 -6 -50%
PA
136
Parallel Advisors
California
$225 – – –
SS
137
SBI Securities
Japan
$188 +$188 +5 New
Aviva
138
Aviva
United Kingdom
– -$665K -16,176 Closed
BCM
139
Bares Capital Management
Texas
– -$496K -12,061 Closed
PCIG
140
Partners Capital Investment Group
Massachusetts
– -$490K -11,924 Closed
HF
141
HRT Financial
New York
– -$388K -9,453 Closed
MWM
142
Modera Wealth Management
New Jersey
– -$352K -8,566 Closed
Marshall Wace
143
Marshall Wace
United Kingdom
– -$287K -6,977 Closed
QT
144
Quantbot Technologies
New York
– -$43.6K -1,061 Closed
GCM
145
Gladius Capital Management
Illinois
– -$30.5K -742 Closed
NC
146
nVerses Capital
Florida
– -$12.3K -300 Closed
C
147
Covestor
United Kingdom
– -$11K -267 Closed
AS
148
Altshuler Shaham
Israel
– -$3.83K -93 Closed
CPA
149
Capital Performance Advisors
California
– -$3.58K -87 Closed
QCG
150
Quadrant Capital Group
Ohio
– -$2.47K -60 Closed
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