Educational Development Corp
EDUC
23 hedge funds and large institutions have $15.9M invested in Educational Development Corp in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.
0.34% less ownership
Funds ownership: 20.86% → 20.52% (-0.34%)
9% less capital invested
Capital invested by funds: $17.5M → $15.9M (-$1.56M)
18% less funds holding
Funds holding: 28 → 23 (-5)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.62M |
| 2 |
NIM
Needham Investment Management
New York
|
+$287K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$92.6K |
| 4 |
Morgan Stanley
New York
|
+$51.9K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$844K |
| 2 |
Bank of New York Mellon
New York
|
-$709K |
| 3 |
Renaissance Technologies
New York
|
-$280K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$234K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Victory Capital Management
San Antonio,
Texas
| – | -$48K | -4,935 | Closed |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$22K | -2,265 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$9.24K | -998 | -98% |
|
29
Wells Fargo
San Francisco,
California
| – | +$9 | +1 | +3% |
|
EDUC Hedge Fund Activity: Q4 2021 in Review
23 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2021, worth a combined $15.9M — down 8.9% from $17.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EDUC and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Ameriprise, adding an estimated $1.62M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $844K sold.
- 23 institutional investors held Educational Development Corp (EDUC) as of Q4 2021, down from 28 in Q3 2021.
- Funds reported $15.9M of Educational Development Corp stock for Q4 2021, down 8.9% quarter-over-quarter.
- 2 funds opened new Educational Development Corp positions in Q4 2021 and 7 closed out, a net change of -5 holders.
- The largest Educational Development Corp buyer in Q4 2021 was Ameriprise, an estimated $1.62M added.
- The largest Educational Development Corp seller in Q4 2021 was Hillsdale Investment Management, an estimated $844K sold.
Based on aggregated 13F filings for Q4 2021.