FC icon

Franklin Covey
FC

Overview Fund Activity

121 hedge funds and large institutions have $219M invested in Franklin Covey in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-10
Holders Change %
-7.63%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
41
Closed
27
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.85M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.5M
3
RA
Royce & Associates
New York
$22.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.48M
5
YIH
Y-Intercept (HK)
Hong Kong
$1.05M

Top Sellers

1
NTCM
Nine Ten Capital Management
Illinois
$0
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.31M
4
Goldman Sachs
Goldman Sachs
New York
$4.14M
5
DTL
Dynamic Technology Lab
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23.2M -$609K -26,695 -3%
RA
2
Royce & Associates
New York
$22.7M +$1.36M +59,547 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$111K +4,883 +0.7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$14.1M -$546K -23,905 -4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$13.5M +$78.4K +3,436 +0.6%
RHJA
6
Rice Hall James & Associates
California
$12.2M +$226K +9,916 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.2M -$562K -24,633 -6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$8.2M -$1.43M -62,845 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.18M +$48.3K +2,118 +0.7%
HCA
10
Harbor Capital Advisors
Illinois
$5.77M +$75.2K +3,296 +1%
State Street
11
State Street
Massachusetts
$5.45M -$36.3K -1,590 -0.7%
TC
12
TownSquare Capital
Utah
$5.35M -$593 -26 -0%
Federated Hermes
13
Federated Hermes
Pennsylvania
$4.67M +$640K +28,062 +16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$4.5M +$1.58M +69,168 +54%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.19M +$628K +27,508 +18%
Goldman Sachs
16
Goldman Sachs
New York
$4.14M -$1.3M -57,003 -24%
HIM
17
Herald Investment Management
United Kingdom
$3.99M – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$3.36M -$25.1K -1,100 -0.7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.97M +$843K +36,920 +40%
Bank of America
20
Bank of America
North Carolina
$2.93M -$318K -13,955 -10%
Morgan Stanley
21
Morgan Stanley
New York
$2.85M +$2.23M +97,891 +361%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$2.48M +$1.22M +53,425 +97%
MC
23
McMorgan & Co
California
$2.4M +$58K +2,540 +2%
Northern Trust
24
Northern Trust
Illinois
$2.33M -$155K -6,799 -6%
Charles Schwab
25
Charles Schwab
California
$2.13M +$37.2K +1,630 +2%
1
2 3 4 5