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Educational Development Corp
EDUC

25 hedge funds and large institutions have $12.7M invested in Educational Development Corp in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more funds holding

Funds holding: 21 → 25 (+4)

9.66% more ownership

Funds ownership: 23.09% → 32.76% (+9.7%)

7% more capital invested

Capital invested by funds: $11.8M → $12.7M (+$842K)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.79M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
3
OAM
Oxford Asset Management
United Kingdom
+$345K
4
SIM
Spark Investment Management
New York
+$342K
5
Millennium Management
Millennium Management
New York
+$294K

Top Sellers

Rank Fund Capital Flow
1
FWSM
First Wilshire Securities Management
California
-$963K
2
EI
EAM Investors
California
-$796K
3
CCA
Catalyst Capital Advisors
New York
-$723K
4
UBS Group
UBS Group
Switzerland
-$52.2K
5
PCM
Prelude Capital Management
New York
-$38K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.09M +$3.79M +329,922 New
BCM
2
Bridgeway Capital Management
Texas
$1.93M +$151K +13,200 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M +$156K +13,560 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.75M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$1.38M +$1.32M +114,800 +356%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$465K +$83.2K +7,248 +17%
SCP
7
Seizert Capital Partners
Michigan
$416K – – –
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$295K +$155K +13,514 +75%
OAM
9
Oxford Asset Management
United Kingdom
$280K +$345K +30,042 New
SIM
10
Spark Investment Management
New York
$279K +$342K +29,800 New
Millennium Management
11
Millennium Management
New York
$240K +$294K +25,628 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$227K +$198K +17,220 +248%
Northern Trust
13
Northern Trust
Illinois
$194K +$1.22K +106 +0.5%
BlackRock
14
BlackRock
New York
$179K +$15.3K +1,332 +8%
UBS Group
15
UBS Group
Switzerland
$65K -$52.2K -4,554 -40%
TRCT
16
Tower Research Capital (TRC)
New York
$23K +$28.4K +2,474 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$22K +$8.67K +756 +48%
Morgan Stanley
18
Morgan Stanley
New York
$20K +$16.4K +1,430 +218%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$6K – – –
PCM
20
Prelude Capital Management
New York
$3K -$38K -3,316 -90%
GWM
21
Geneos Wealth Management
Colorado
$3K – – –
PFA
22
Pathway Financial Advisors
Vermont
$2K – – –
DA
23
Denali Advisors
California
$2K +$2.04K +178 New
FWSM
24
First Wilshire Securities Management
California
– -$963K -76,584 Closed
EI
25
EAM Investors
California
– -$796K -63,716 Closed
1
2

EDUC Hedge Fund Activity: Q2 2018 in Review

25 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q2 2018, worth a combined $12.7M — up 7.1% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EDUC positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $3.79M. The largest seller was First Wilshire Securities Management, exiting entirely with an estimated $963K sold.

  • 25 institutional investors held Educational Development Corp (EDUC) as of Q2 2018, up from 21 in Q1 2018.
  • Funds reported $12.7M of Educational Development Corp stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 7 funds opened new Educational Development Corp positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest Educational Development Corp buyer in Q2 2018 was Fidelity Investments, an estimated $3.79M added.
  • The largest Educational Development Corp seller in Q2 2018 was First Wilshire Securities Management, an estimated $963K sold.

Based on aggregated 13F filings for Q2 2018.