FC icon

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

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$3.17M
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
BlackRock
4
BlackRock
New York
$28.8M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
– -$4.17K -111 Closed
BIG
152
Brooklyn Investment Group
New York
– -$1.28K -34 Closed
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
– -$1.02K -27 Closed
MCM
154
Mainstream Capital Management
California
– -$564 -15 Closed
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
– -$225 -6 Closed
3 4 5 6
7