Franklin Covey
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.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
7% more funds holding
Funds holding: 129 → 138 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 75.15% → 74.93% (-0.22%)
8% less capital invested
Capital invested by funds: $404M → $371M (-$33.3M)
88% less call options, than puts
Call options by funds: $63K | Put options by funds: $537K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$4.86M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.9M |
| 4 |
Lazard Asset Management
New York
|
+$1.42M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.77M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.68M |
| 3 |
Morgan Stanley
New York
|
-$2.23M |
| 4 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
|
-$1.84M |
| 5 |
BlackRock
New York
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
US Bancorp
Minneapolis,
Minnesota
| – | -$2.26K | -55 | Closed |
|
|
TWD
152
True Wealth Design
Akron,
Ohio
| – | -$1.65K | -40 | Closed |
|
|
GRP
153
Global Retirement Partners
San Rafael,
California
| – | -$535 | -13 | Closed |
|
|
RIL
154
Rothschild Investment LLC
Chicago,
Illinois
| – | -$206 | -5 | Closed |
|
FC Hedge Fund Activity: Q4 2024 in Review
138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2024, worth a combined $371M — down 8.2% from $404M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FC positions and 17 closed out — a net gain of 10 holders — while 48 added to existing stakes and 42 trimmed.
The largest buyer was Royce & Associates, adding an estimated $4.86M. The largest seller was Millennium Management, cutting an estimated $2.77M.
- 138 institutional investors held Franklin Covey (FC) as of Q4 2024, up from 129 in Q3 2024.
- Funds reported $371M of Franklin Covey stock for Q4 2024, down 8.2% quarter-over-quarter.
- 27 funds opened new Franklin Covey positions in Q4 2024 and 17 closed out, a net change of +10 holders.
- The largest Franklin Covey buyer in Q4 2024 was Royce & Associates, an estimated $4.86M added.
- The largest Franklin Covey seller in Q4 2024 was Millennium Management, an estimated $2.77M sold.
Based on aggregated 13F filings for Q4 2024.