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Educational Development Corp

21 hedge funds and large institutions have $11.8M invested in Educational Development Corp in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

96% more capital invested

Capital invested by funds: $6.04M → $11.8M (+$5.78M)

40% more funds holding

Funds holding: 1521 (+6)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

7.49% more ownership

Funds ownership: 15.6%23.09% (+7.5%)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bridgeway Capital Management
Texas
$2.41M +$716K +70,200 +57%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.33M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.21M +$859K +84,266 +91%
FWSM
4
First Wilshire Securities Management
California
$963K
EI
5
EAM Investors
California
$796K +$650K +63,716 New
CCA
6
Catalyst Capital Advisors
New York
$723K +$590K +57,800 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$529K
SCP
8
Seizert Capital Partners
Michigan
$416K +$337K +33,080 New
Renaissance Technologies
9
Renaissance Technologies
New York
$406K +$329K +32,262 New
Northern Trust
10
Northern Trust
Illinois
$259K -$938 -92 -0.4%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$225K +$184K +18,004 New
BlackRock
12
BlackRock
New York
$224K -$25.3K -2,476 -12%
UBS Group
13
UBS Group
Switzerland
$144K +$86.7K +8,498 +283%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$87K +$65.9K +6,464 +1,352%
PCM
15
Prelude Capital Management
New York
$46K +$37.5K +3,672 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$20K +$16.2K +1,588 New
Morgan Stanley
17
Morgan Stanley
New York
$9K -$233K -22,884 -97%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$8K
GWM
19
Geneos Wealth Management
Colorado
$5K
PFA
20
Pathway Financial Advisors
Vermont
$3K
KCM
21
Kennedy Capital Management
Missouri
-$438K -46,192 Closed
Deutsche Bank
22
Deutsche Bank
Germany
-$14K -1,552 Closed
Wells Fargo
23
Wells Fargo
California
+$20 +2 New

EDUC Hedge Fund Activity: Q1 2018 in Review

21 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2018, worth a combined $11.8M — up 96% from $6.04M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDUC positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $859K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $438K sold.

  • 21 institutional investors held Educational Development Corp (EDUC) as of Q1 2018, up from 15 in Q4 2017.
  • Funds reported $11.8M of Educational Development Corp stock for Q1 2018, up 96% quarter-over-quarter.
  • 8 funds opened new Educational Development Corp positions in Q1 2018 and 2 closed out, a net change of +6 holders.
  • The largest Educational Development Corp buyer in Q1 2018 was Vanguard Group, an estimated $859K added.
  • The largest Educational Development Corp seller in Q1 2018 was Kennedy Capital Management, an estimated $438K sold.

Based on aggregated 13F filings for Q1 2018.