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Educational Development Corp
EDUC

15 hedge funds and large institutions have $6.04M invested in Educational Development Corp in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more capital invested

Capital invested by funds: $2.7M → $6.04M (+$3.35M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

15% more funds holding

Funds holding: 13 → 15 (+2)

1.84% more ownership

Funds ownership: 13.76% → 15.6% (+1.8%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$307K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$121K
3
Morgan Stanley
Morgan Stanley
New York
+$69.4K
4
Deutsche Bank
Deutsche Bank
Germany
+$10.3K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.18K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$9.31K
2
Northern Trust
Northern Trust
Illinois
-$1.61K
3
BlackRock
BlackRock
New York
-$200
4
Wells Fargo
Wells Fargo
California
-$13
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$1.77M – – –
BCM
2
Bridgeway Capital Management
Texas
$1.16M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$880K +$121K +18,190 +24%
FWSM
4
First Wilshire Securities Management
California
$726K – – –
KCM
5
Kennedy Capital Management
Missouri
$438K +$307K +46,192 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$401K – – –
Morgan Stanley
7
Morgan Stanley
New York
$223K +$69.4K +10,440 +80%
Northern Trust
8
Northern Trust
Illinois
$196K -$1.61K -242 -1%
BlackRock
9
BlackRock
New York
$191K -$200 -30 -0.1%
UBS Group
10
UBS Group
Switzerland
$28K -$9.31K -1,400 -32%
Deutsche Bank
11
Deutsche Bank
Germany
$14K +$10.3K +1,552 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6K – – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$5K +$3.18K +478 New
GWM
14
Geneos Wealth Management
Colorado
$3K – – –
PFA
15
Pathway Financial Advisors
Vermont
$2K +$1.66K +250 New
Wells Fargo
16
Wells Fargo
California
– -$13 -2 Closed

EDUC Hedge Fund Activity: Q4 2017 in Review

15 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2017, worth a combined $6.04M — up 124% from $2.7M a quarter earlier.

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

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $307K. The largest seller was UBS Group, cutting an estimated $9.31K.

  • 15 institutional investors held Educational Development Corp (EDUC) as of Q4 2017, up from 13 in Q3 2017.
  • Funds reported $6.04M of Educational Development Corp stock for Q4 2017, up 124% quarter-over-quarter.
  • 4 funds opened new Educational Development Corp positions in Q4 2017 and 2 closed out, a net change of +2 holders.
  • The largest Educational Development Corp buyer in Q4 2017 was Kennedy Capital Management, an estimated $307K added.
  • The largest Educational Development Corp seller in Q4 2017 was UBS Group, an estimated $9.31K sold.

Based on aggregated 13F filings for Q4 2017.