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Franklin Covey
FC

Overview Fund Activity

129 hedge funds and large institutions have $404M invested in Franklin Covey in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
42
Reduced
40
Closed
9
Calls
$95K
Puts
$29K
Net Calls
+$66K
Net Calls Change
+$359K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.99M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.6M
3
DIA
3
Dean Investment Associates
Ohio
$2.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.3M
5
RHJA
5
Rice Hall James & Associates
California
$22.6M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$496K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
Wells Fargo
5
Wells Fargo
California
$146K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$49.2M 1,196,653 +23,879 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.9M 750,189 +3,715 +0.5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M 684,145 -70,445 -9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$25.9M 629,666 +9,970 +2%
RHJA
5
Rice Hall James & Associates
California
$22.6M 549,145 +45,312 +9%
NTCM
6
Nine Ten Capital Management
Illinois
$18.8M 458,166 +25,000 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$18.2M 443,152 -9,820 -2%
BRWA
8
B. Riley Wealth Advisors
Florida
$18.2M 447,893 -55 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.1M 295,182 +8,888 +3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$11.3M 274,627 +49,505 +22%
State Street
11
State Street
Massachusetts
$10.5M 255,328 +5,955 +2%
HCA
12
Harbor Capital Advisors
Illinois
$9.99M 242,953 +140,537 +137%
TC
13
TownSquare Capital
Utah
$9.65M 234,503 +67 +0%
Goldman Sachs
14
Goldman Sachs
New York
$7.6M 184,816 +57,782 +45%
Federated Hermes
15
Federated Hermes
Pennsylvania
$7.26M 176,627 -23 -0%
Bank of America
16
Bank of America
North Carolina
$7.17M 174,312 -21,897 -11%
HIM
17
Herald Investment Management
United Kingdom
$6.58M 160,000 – –
PM
18
Pembroke Management
Quebec, Canada
$6.28M 152,569 -1,952 -1%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.63M 137,003 +400 +0.3%
Millennium Management
20
Millennium Management
New York
$5.51M 134,056 -16,167 -11%
Morgan Stanley
21
Morgan Stanley
New York
$4.67M 113,585 -90,084 -44%
Northern Trust
22
Northern Trust
Illinois
$4.5M 109,399 -1,388 -1%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$4.25M 103,350 -200 -0.2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$3.89M 94,624 -14,525 -13%
Charles Schwab
25
Charles Schwab
California
$3.79M 92,153 -382 -0.4%
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