We are live on ! Find out more
EDUC icon

Educational Development Corp

22 hedge funds and large institutions have $7.06M invested in Educational Development Corp in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2022 (+2)

0.66% more ownership

Funds ownership: 17.3%17.96% (+0.66%)

22% less capital invested

Capital invested by funds: $9.02M → $7.06M (-$1.96M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$2.46M +$229K +43,590 +9%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.06M +$49.4K +9,414 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$907K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$885K -$15.3K -2,922 -2%
BCM
5
Bridgeway Capital Management
Texas
$571K
WT
6
Whittier Trust
California
$428K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$230K
MG
8
Magnolia Group
Nebraska
$180K +$203K +38,708 New
BlackRock
9
BlackRock
New York
$83K -$1.67K -319 -2%
Northern Trust
10
Northern Trust
Illinois
$77K +$525 +100 +0.6%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$72K
PFBT
12
Parkside Financial Bank & Trust
Missouri
$38K +$14.1K +2,695 +50%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$25K -$4.96K -945 -15%
UBS Group
14
UBS Group
Switzerland
$22K +$9.83K +1,873 +68%
Victory Capital Management
15
Victory Capital Management
Texas
$10K +$12K +2,286 New
Morgan Stanley
16
Morgan Stanley
New York
$5K -$68 -13 -1%
GWM
17
Geneos Wealth Management
Colorado
$1K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K +$761 +145 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1K +$1.45K +276 New
PAIM
20
Punch & Associates Investment Management
Minnesota
-$216K -35,000 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$3K -473 Closed
Wells Fargo
22
Wells Fargo
California
+$205 +39 New

EDUC Hedge Fund Activity: Q1 2020 in Review

22 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2020, worth a combined $7.06M — down 22% from $9.02M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDUC positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Ameriprise, adding an estimated $229K. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $216K sold.

  • 22 institutional investors held Educational Development Corp (EDUC) as of Q1 2020, up from 20 in Q4 2019.
  • Funds reported $7.06M of Educational Development Corp stock for Q1 2020, down 22% quarter-over-quarter.
  • 5 funds opened new Educational Development Corp positions in Q1 2020 and 2 closed out, a net change of +3 holders.
  • The largest Educational Development Corp buyer in Q1 2020 was Ameriprise, an estimated $229K added.
  • The largest Educational Development Corp seller in Q1 2020 was Punch & Associates Investment Management, an estimated $216K sold.

Based on aggregated 13F filings for Q1 2020.