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Franklin Covey
FC

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.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 → 129 (+12)

7% more capital invested

Capital invested by funds: $379M → $404M (+$25.7M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.04% more ownership

Funds ownership: 75.11% → 75.15% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.85%
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
Harbor Capital Advisors
Illinois
+$5.63M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
DIA
Dean Investment Associates
Ohio
+$2.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.98M
5
RHJA
Rice Hall James & Associates
California
+$1.82M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$18.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$49.2M +$957K +23,879 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.9M +$149K +3,715 +0.5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.1M -$2.82M -70,445 -9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$25.9M +$400K +9,970 +2%
RHJA
5
Rice Hall James & Associates
California
$22.6M +$1.82M +45,312 +9%
NTCM
6
Nine Ten Capital Management
Illinois
$18.8M +$1M +25,000 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$18.2M -$393K -9,820 -2%
BRWA
8
B. Riley Wealth Advisors
Florida
$18.2M -$2.2K -55 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.1M +$356K +8,888 +3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$11.3M +$1.98M +49,505 +22%
State Street
11
State Street
Massachusetts
$10.5M +$239K +5,955 +2%
HCA
12
Harbor Capital Advisors
Illinois
$9.99M +$5.63M +140,537 +137%
TC
13
TownSquare Capital
Utah
$9.65M +$2.69K +67 +0%
Goldman Sachs
14
Goldman Sachs
New York
$7.6M +$2.32M +57,782 +45%
Federated Hermes
15
Federated Hermes
Pennsylvania
$7.26M -$922 -23 -0%
Bank of America
16
Bank of America
North Carolina
$7.17M -$877K -21,897 -11%
HIM
17
Herald Investment Management
United Kingdom
$6.58M – – –
PM
18
Pembroke Management
Quebec, Canada
$6.28M -$78.2K -1,952 -1%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.63M +$16K +400 +0.3%
Millennium Management
20
Millennium Management
New York
$5.51M -$648K -16,167 -11%
Morgan Stanley
21
Morgan Stanley
New York
$4.67M -$3.61M -90,084 -44%
Northern Trust
22
Northern Trust
Illinois
$4.5M -$55.6K -1,388 -1%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$4.25M -$8.01K -200 -0.2%
N
24
Nuveen
North Carolina
$3.89M -$582K -14,525 -13%
Charles Schwab
25
Charles Schwab
California
$3.79M -$15.3K -382 -0.4%
1
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FC Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2024, worth a combined $404M — up 6.8% from $379M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FC positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $5.63M. The largest seller was Bares Capital Management, cutting an estimated $18.2M.

  • 129 institutional investors held Franklin Covey (FC) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $404M of Franklin Covey stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 21 funds opened new Franklin Covey positions in Q3 2024 and 9 closed out, a net change of +12 holders.
  • The largest Franklin Covey buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.63M added.
  • The largest Franklin Covey seller in Q3 2024 was Bares Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.