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Educational Development Corp

20 hedge funds and large institutions have $9.02M invested in Educational Development Corp in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.87M → $9.02M (+$155K)

0.3% more ownership

Funds ownership: 17%17.3% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

17% less funds holding

Funds holding: 2420 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$3.01M +$73K +11,200 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.35M +$34.5K +5,300 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.19M +$48.1K +7,373 +4%
BCM
5
Bridgeway Capital Management
Texas
$758K
WT
6
Whittier Trust
California
$569K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$306K
PAIM
8
Punch & Associates Investment Management
Minnesota
$216K -$17.6K -2,700 -7%
BlackRock
9
BlackRock
New York
$113K -$1.15K -176 -1%
Northern Trust
10
Northern Trust
Illinois
$103K -$1.4K -214 -1%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$95K
BFEC
12
Benjamin F. Edwards & Company
Missouri
$39K +$2.8K +430 +7%
PFBT
13
Parkside Financial Bank & Trust
Missouri
$33K +$35.1K +5,389 New
UBS Group
14
UBS Group
Switzerland
$17K -$3.64K -559 -17%
Morgan Stanley
15
Morgan Stanley
New York
$7K -$26 -4 -0.3%
TRCT
16
Tower Research Capital (TRC)
New York
$3K +$2.18K +335 +243%
GWM
17
Geneos Wealth Management
Colorado
$2K
Victory Capital Management
18
Victory Capital Management
Texas
-$4K -701 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$1K -173 Closed
Bank of America
20
Bank of America
North Carolina
-$1K -155 Closed
Wells Fargo
21
Wells Fargo
California
-$7 -1 Closed

EDUC Hedge Fund Activity: Q4 2019 in Review

20 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2019, worth a combined $9.02M — up 1.7% from $8.87M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EDUC and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Ameriprise, adding an estimated $73K. The largest seller was Punch & Associates Investment Management, cutting an estimated $17.6K.

  • 20 institutional investors held Educational Development Corp (EDUC) as of Q4 2019, down from 24 in Q3 2019.
  • Funds reported $9.02M of Educational Development Corp stock for Q4 2019, up 1.7% quarter-over-quarter.
  • 1 fund opened new Educational Development Corp positions in Q4 2019 and 5 closed out, a net change of -4 holders.
  • The largest Educational Development Corp buyer in Q4 2019 was Ameriprise, an estimated $73K added.
  • The largest Educational Development Corp seller in Q4 2019 was Punch & Associates Investment Management, an estimated $17.6K sold.

Based on aggregated 13F filings for Q4 2019.