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Educational Development Corp

24 hedge funds and large institutions have $8.87M invested in Educational Development Corp in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.89% less ownership

Funds ownership: 19.89%17% (-2.9%)

22% less capital invested

Capital invested by funds: $11.4M → $8.87M (-$2.51M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$2.94M +$1.05M +164,869 +53%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.32M +$74K +11,600 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21M -$20.1K -3,156 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.15M -$3.83K -600 -0.3%
BCM
5
Bridgeway Capital Management
Texas
$758K +$21.1K +3,300 +3%
WT
6
Whittier Trust
California
$569K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$306K
PAIM
8
Punch & Associates Investment Management
Minnesota
$233K
BlackRock
9
BlackRock
New York
$114K -$8.06K -1,263 -6%
Northern Trust
10
Northern Trust
Illinois
$104K -$6.41K -1,004 -6%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$95K
BFEC
12
Benjamin F. Edwards & Company
Missouri
$36K +$9.36K +1,467 +33%
UBS Group
13
UBS Group
Switzerland
$21K -$9.9K -1,552 -32%
Morgan Stanley
14
Morgan Stanley
New York
$7K -$3.51K -550 -32%
Victory Capital Management
15
Victory Capital Management
Texas
$4K +$4.47K +701 New
GWM
16
Geneos Wealth Management
Colorado
$2K
TRCT
17
Tower Research Capital (TRC)
New York
$1K -$1.53K -240 -63%
Bank of America
18
Bank of America
North Carolina
$1K +$989 +155 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K +$1.1K +173 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
-$1.91M -299,607 -100%
SCP
21
Seizert Capital Partners
Michigan
-$346K -49,461 Closed
OAM
22
Oxford Asset Management
United Kingdom
-$115K -16,522 Closed
PA
23
Parallel Advisors
California
-$3K -405 Closed
Barclays
24
Barclays
United Kingdom
+$179 +28 New

EDUC Hedge Fund Activity: Q3 2019 in Review

24 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2019, worth a combined $8.87M — down 22% from $11.4M a quarter earlier.

Fund positioning in EDUC was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.05M. The largest seller was Fidelity Investments, cutting an estimated $1.91M.

  • 24 institutional investors held Educational Development Corp (EDUC) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $8.87M of Educational Development Corp stock for Q3 2019, down 22% quarter-over-quarter.
  • 4 funds opened new Educational Development Corp positions in Q3 2019 and 4 closed out, a net change of 0 holders.
  • The largest Educational Development Corp buyer in Q3 2019 was Ameriprise, an estimated $1.05M added.
  • The largest Educational Development Corp seller in Q3 2019 was Fidelity Investments, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2019.