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Franklin Covey
FC

Overview Fund Activity

131 hedge funds and large institutions have $274M invested in Franklin Covey in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-7
Holders Change %
-5.07%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
26
Calls
$25K
Puts
$64K
Net Calls
-$39K
Net Calls Change
+$435K

Top Buyers

1
RA
Royce & Associates
New York
$25.8M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$4.31M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$11.7M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.58M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.53M

Top Sellers

1
NTCM
Nine Ten Capital Management
Illinois
$3.17M
2
PM
Pembroke Management
Quebec, Canada
$0
3
HIM
Hillsdale Investment Management
Ontario, Canada
$0
4
BlackRock
BlackRock
New York
$28.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$304 – – –
PA
127
Parallel Advisors
California
$166 – – –
GC
128
Garde Capital
Washington
$139 +$139 +5 New
SS
129
SBI Securities
Japan
$138 – – –
PM
130
Pembroke Management
Quebec, Canada
– -$5.56M -147,821 Closed
HIM
131
Hillsdale Investment Management
Ontario, Canada
– -$3.89M -103,550 Closed
Allspring Global Investments
132
Allspring Global Investments
North Carolina
– -$2.19M -58,160 Closed
Swiss National Bank
133
Swiss National Bank
Switzerland
– -$831K -22,100 Closed
UBS AM
134
UBS AM
Illinois
– -$819K -21,785 Closed
Canada Life
135
Canada Life
Manitoba, Canada
– -$414K -11,031 Closed
ECM
136
ExodusPoint Capital Management
New York
– -$393K -10,460 Closed
Creative Planning
137
Creative Planning
Kansas
– -$383K -10,202 Closed
AA
138
ALPS Advisors
Colorado
– -$340K -9,050 Closed
Point72 Asset Management
139
Point72 Asset Management
Connecticut
– -$332K -8,841 Closed
GCP
140
GSA Capital Partners
United Kingdom
– -$319K -8,483 Closed
BCC
141
Bridge City Capital
Oregon
– -$272K -7,234 Closed
MF
142
Magnetar Financial
Illinois
– -$271K -7,198 Closed
ICM
143
Intrepid Capital Management
Florida
– -$239K -6,359 Closed
CIC
144
Cornercap Investment Counsel
Georgia
– -$235K -6,265 Closed
EC
145
EntryPoint Capital
New York
– -$229K -6,096 Closed
IQI
146
Integrated Quantitative Investments
Washington
– -$227K -6,031 Closed
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
– -$80.5K -2,142 Closed
RS
148
R Squared
Hong Kong
– -$56.7K -1,510 Closed
CSS
149
Cubist Systematic Strategies
Connecticut
– -$17.9K -476 Closed
PAS
150
Point72 Asia (Singapore)
Singapore
– -$5.56K -148 Closed
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