Educational Development Corp
EDUC
22 hedge funds and large institutions have $2.03M invested in Educational Development Corp in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.
2.14% less ownership
Funds ownership: 24.44% → 22.3% (-2.1%)
19% less funds holding
Funds holding: 27 → 22 (-5)
19% less capital invested
Capital invested by funds: $2.49M → $2.03M (-$466K)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$121K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$122 |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$74 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$213K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$48.6K |
| 3 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$41.9K |
| 4 |
HF
HRT Financial
New York
|
-$20K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$14.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| – | -$163 | -137 | Closed |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6 | -4 | -9% |
|
EDUC Hedge Fund Activity: Q3 2023 in Review
22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2023, worth a combined $2.03M — down 19% from $2.49M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EDUC and 0 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Needham Investment Management, adding an estimated $121K. The largest seller was Vanguard Group, cutting an estimated $213K.
- 22 institutional investors held Educational Development Corp (EDUC) as of Q3 2023, down from 27 in Q2 2023.
- Funds reported $2.03M of Educational Development Corp stock for Q3 2023, down 19% quarter-over-quarter.
- 0 funds opened new Educational Development Corp positions in Q3 2023 and 5 closed out, a net change of -5 holders.
- The largest Educational Development Corp buyer in Q3 2023 was Needham Investment Management, an estimated $121K added.
- The largest Educational Development Corp seller in Q3 2023 was Vanguard Group, an estimated $213K sold.
Based on aggregated 13F filings for Q3 2023.