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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$28.8M 1,042,071 -114,107 -10%
RA
2
Royce & Associates
New York
$25.8M 935,669 +794,876 +565%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.6M 711,027 -23,847 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$17.7M 641,620 +27,119 +4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$16.2M 586,071 -93,029 -14%
RHJA
6
Rice Hall James & Associates
California
$14.5M 523,795 -10,129 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$11.7M 422,357 +131,872 +45%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.6M 384,034 -52,709 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.63M 312,508 +11,454 +4%
HCA
10
Harbor Capital Advisors
Illinois
$6.9M 249,634 -1,629 -0.6%
State Street
11
State Street
Massachusetts
$6.64M 240,473 -26,660 -10%
Goldman Sachs
12
Goldman Sachs
New York
$6.59M 238,547 +50,568 +27%
TC
13
TownSquare Capital
Utah
$6.48M 234,462 +19 +0%
Federated Hermes
14
Federated Hermes
Pennsylvania
$4.88M 176,619 -5 -0%
HIM
15
Herald Investment Management
United Kingdom
$4.81M 175,000 +15,000 +9%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.31M 156,127 +152,045 +3,725%
Renaissance Technologies
17
Renaissance Technologies
New York
$4.09M 148,203 +1,300 +0.9%
Bank of America
18
Bank of America
North Carolina
$3.93M 142,389 -16,188 -10%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$3.53M 127,853 +84,004 +192%
Citadel Advisors
20
Citadel Advisors
Florida
$3.22M 116,551 +70,802 +155%
NTCM
21
Nine Ten Capital Management
Illinois
$3.17M 114,818 -303,348 -73%
Northern Trust
22
Northern Trust
Illinois
$3M 108,768 -11,897 -10%
MC
23
McMorgan & Co
California
$2.84M 102,805 -3,310 -3%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$2.58M 93,370 +93,370 New
Charles Schwab
25
Charles Schwab
California
$2.54M 91,821 -871 -0.9%
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