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Educational Development Corp

24 hedge funds and large institutions have $15.5M invested in Educational Development Corp in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more capital invested

Capital invested by funds: $7.06M → $15.5M (+$8.4M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

9% more funds holding

Funds holding: 2224 (+2)

1.25% more ownership

Funds ownership: 17.96%19.22% (+1.3%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.4M +$197K +31,300 +6%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.36M +$96.8K +15,400 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.89M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.84M +$9.43K +1,500 +0.8%
BCM
5
Bridgeway Capital Management
Texas
$1.18M
WT
6
Whittier Trust
California
$890K
EI
7
EAM Investors
California
$737K +$482K +76,624 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$477K
BlackRock
9
BlackRock
New York
$231K +$37.9K +6,035 +34%
Northern Trust
10
Northern Trust
Illinois
$172K +$6.58K +1,047 +6%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$148K
PFBT
12
Parkside Financial Bank & Trust
Missouri
$78K
UBS Group
13
UBS Group
Switzerland
$20K -$15.9K -2,527 -55%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$18K +$11.5K +1,837 New
Morgan Stanley
15
Morgan Stanley
New York
$11K -$82 -13 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3K -$88 -14 -5%
GWM
17
Geneos Wealth Management
Colorado
$3K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$1K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K +$31 +5 +3%
Bank of America
20
Bank of America
North Carolina
$1K +$591 +94 New
MG
21
Magnolia Group
Nebraska
-$180K -38,708 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-$25K -5,341 Closed
Victory Capital Management
23
Victory Capital Management
Texas
-$10K -2,286 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$182 -29 -38%
Barclays
25
Barclays
United Kingdom
+$13 +2 New

EDUC Hedge Fund Activity: Q2 2020 in Review

24 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q2 2020, worth a combined $15.5M — up 119% from $7.06M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDUC positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $482K. The largest seller was Magnolia Group, exiting entirely with an estimated $180K sold.

  • 24 institutional investors held Educational Development Corp (EDUC) as of Q2 2020, up from 22 in Q1 2020.
  • Funds reported $15.5M of Educational Development Corp stock for Q2 2020, up 119% quarter-over-quarter.
  • 5 funds opened new Educational Development Corp positions in Q2 2020 and 3 closed out, a net change of +2 holders.
  • The largest Educational Development Corp buyer in Q2 2020 was EAM Investors, an estimated $482K added.
  • The largest Educational Development Corp seller in Q2 2020 was Magnolia Group, an estimated $180K sold.

Based on aggregated 13F filings for Q2 2020.