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Educational Development Corp
EDUC

15 hedge funds and large institutions have $2.45M invested in Educational Development Corp in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

15% more funds holding

Funds holding: 13 → 15 (+2)

0.17% more ownership

Funds ownership: 17.65% → 17.82% (+0.17%)

32% less capital invested

Capital invested by funds: $3.58M → $2.45M (-$1.13M)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$107K
2
Northern Trust
Northern Trust
Illinois
+$88.1K
3
UBS Group
UBS Group
Switzerland
+$31.5K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$2.63K
5
GWM
Geneos Wealth Management
Colorado
+$1.75K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$73.6K
2
BCM
Bridgeway Capital Management
Texas
-$14.9K
3
AA
Ancora Advisors
Ohio
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$718K +$1.75K +400 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$629K – – –
BCM
3
Bridgeway Capital Management
Texas
$430K -$14.9K -3,396 -3%
FWSM
4
First Wilshire Securities Management
California
$258K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$143K – – –
BlackRock
6
BlackRock
New York
$83K +$107K +24,516 New
Renaissance Technologies
7
Renaissance Technologies
New York
$76K -$73.6K -16,800 -43%
Northern Trust
8
Northern Trust
Illinois
$68K +$88.1K +20,112 New
UBS Group
9
UBS Group
Switzerland
$42K +$31.5K +7,182 +130%
Morgan Stanley
10
Morgan Stanley
New York
$2K – – –
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$2K +$2.63K +600 +811%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
GWM
13
Geneos Wealth Management
Colorado
$1K +$1.75K +400 New
AA
14
Ancora Advisors
Ohio
– -$7K -1,400 Closed
Wells Fargo
15
Wells Fargo
California
– +$9 +2 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– +$18 +4 New

EDUC Hedge Fund Activity: Q1 2017 in Review

15 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2017, worth a combined $2.45M — down 32% from $3.58M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDUC positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $107K. The largest seller was Renaissance Technologies, cutting an estimated $73.6K.

  • 15 institutional investors held Educational Development Corp (EDUC) as of Q1 2017, up from 13 in Q4 2016.
  • Funds reported $2.45M of Educational Development Corp stock for Q1 2017, down 32% quarter-over-quarter.
  • 5 funds opened new Educational Development Corp positions in Q1 2017 and 1 closed out, a net change of +4 holders.
  • The largest Educational Development Corp buyer in Q1 2017 was BlackRock, an estimated $107K added.
  • The largest Educational Development Corp seller in Q1 2017 was Renaissance Technologies, an estimated $73.6K sold.

Based on aggregated 13F filings for Q1 2017.