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Educational Development Corp

30 hedge funds and large institutions have $15.4M invested in Educational Development Corp in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $12.7M → $15.4M (+$2.77M)

20% more funds holding

Funds holding: 2530 (+5)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

16.29% less ownership

Funds ownership: 32.76%16.47% (-16%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.81M +$29.9K +2,786 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.22M +$31.1K +2,898 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.13M
Renaissance Technologies
4
Renaissance Technologies
New York
$2.07M +$365K +34,000 +23%
BCM
5
Bridgeway Capital Management
Texas
$1.37M -$932K -86,800 -42%
SCP
6
Seizert Capital Partners
Michigan
$747K +$345K +32,166 +97%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$568K
Ameriprise
8
Ameriprise
Minnesota
$347K +$325K +30,302 New
OAM
9
Oxford Asset Management
United Kingdom
$339K -$4.19K -390 -1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$276K
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$271K -$84K -7,825 -25%
SIM
12
Spark Investment Management
New York
$269K -$67K -6,239 -21%
BlackRock
13
BlackRock
New York
$227K +$8.12K +756 +4%
Northern Trust
14
Northern Trust
Illinois
$204K -$31K -2,884 -14%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$176K +$165K +15,400 New
BBI
16
Baxter Bros Inc
Connecticut
$151K +$141K +13,161 New
JP Morgan Chase
17
JP Morgan Chase
New York
$126K +$118K +10,985 New
UBS Group
18
UBS Group
Switzerland
$58K -$19.8K -1,844 -27%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$29K +$2.39K +223 +10%
PAM
20
Panagora Asset Management
Massachusetts
$14K +$13.5K +1,256 New
Morgan Stanley
21
Morgan Stanley
New York
$10K -$13.9K -1,292 -62%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$8K
PCM
23
Prelude Capital Management
New York
$5K +$472 +44 +12%
GWM
24
Geneos Wealth Management
Colorado
$4K
Bank of America
25
Bank of America
North Carolina
$4K +$3.63K +338 +8,450%

EDUC Hedge Fund Activity: Q3 2018 in Review

30 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2018, worth a combined $15.4M — up 22% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDUC positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $365K. The largest seller was Bridgeway Capital Management, cutting an estimated $932K.

  • 30 institutional investors held Educational Development Corp (EDUC) as of Q3 2018, up from 25 in Q2 2018.
  • Funds reported $15.4M of Educational Development Corp stock for Q3 2018, up 22% quarter-over-quarter.
  • 8 funds opened new Educational Development Corp positions in Q3 2018 and 3 closed out, a net change of +5 holders.
  • The largest Educational Development Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $365K added.
  • The largest Educational Development Corp seller in Q3 2018 was Bridgeway Capital Management, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2018.