FC icon

Franklin Covey
FC

Overview Fund Activity

60 hedge funds and large institutions have $107M invested in Franklin Covey in 2013 Q2 according to their latest regulatory filings, with 60 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
60
Holders Change
+60
Holders Change %
–
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
60
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$17.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.5M
3
OP
3
Osmium Partners
California
$15.2M
4
WA
4
Wasatch Advisors
Utah
$11.6M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.94M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
1
William Blair & Company
Illinois
$17.1M 1,272,216 +1,272,216 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.5M 1,224,905 +1,224,905 New
OP
3
Osmium Partners
California
$15.2M 1,132,059 +1,132,059 New
WA
4
Wasatch Advisors
Utah
$11.6M 861,835 +861,835 New
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.94M 589,791 +589,791 New
BIT
6
BlackRock Institutional Trust
California
$6.51M 483,849 +483,849 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.05M 374,846 +374,846 New
Bank of America
8
Bank of America
North Carolina
$3.23M 239,885 +239,885 New
BFA
9
BlackRock Fund Advisors
California
$3.13M 232,419 +232,419 New
State Street
10
State Street
Massachusetts
$2.48M 184,499 +184,499 New
Northern Trust
11
Northern Trust
Illinois
$2.4M 178,366 +178,366 New
Renaissance Technologies
12
Renaissance Technologies
New York
$1.17M 86,927 +86,927 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.11M 82,356 +82,356 New
CCM
14
Cadence Capital Management
Massachusetts
$1.06M 78,680 +78,680 New
CW
15
Cobiz Wealth
Colorado
$851K 63,198 +63,198 New
Morgan Stanley
16
Morgan Stanley
New York
$751K 55,796 +55,796 New
Goldman Sachs
17
Goldman Sachs
New York
$739K 54,906 +54,906 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$609K 45,215 +45,215 New
TCIM
19
TIAA CREF Investment Management
New York
$605K 44,919 +44,919 New
NSIM
20
North Star Investment Management
Illinois
$529K 39,325 +39,325 New
Two Sigma Investments
21
Two Sigma Investments
New York
$524K 38,908 +38,908 New
OAM
22
Oxford Asset Management
United Kingdom
$473K 35,174 +35,174 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$469K 34,845 +34,845 New
Wells Fargo
24
Wells Fargo
California
$406K 30,200 +30,200 New
Charles Schwab
25
Charles Schwab
California
$400K 28,221 +28,221 New
1
2 3