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Educational Development Corp

27 hedge funds and large institutions have $30.8M invested in Educational Development Corp in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

99% more capital invested

Capital invested by funds: $15.5M → $30.8M (+$15.3M)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2427 (+3)

2.72% more ownership

Funds ownership: 19.22%21.94% (+2.7%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.16M -$1.88M -134,185 -24%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.99M +$747K +53,388 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.3M +$860K +61,420 +31%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.12M -$80.4K -5,746 -3%
HIM
5
Hillsdale Investment Management
Ontario, Canada
$2.79M +$2.32M +166,078 New
BCM
6
Bridgeway Capital Management
Texas
$1.73M -$272K -19,400 -16%
WT
7
Whittier Trust
California
$1.54M
EI
8
EAM Investors
California
$1.34M +$46.9K +3,354 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$832K +$434 +31 +0.1%
SCM
10
SG Capital Management
Illinois
$776K +$648K +46,271 New
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$456K +$381K +27,234 New
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$410K +$316K +22,583 +1,229%
FA
13
Friess Associates
Delaware
$332K +$277K +19,800 New
BlackRock
14
BlackRock
New York
$319K -$68.9K -4,925 -21%
Northern Trust
15
Northern Trust
Illinois
$299K +$840 +60 +0.3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$258K
UBS Group
17
UBS Group
Switzerland
$43K +$6.93K +495 +24%
Morgan Stanley
18
Morgan Stanley
New York
$20K +$1.2K +86 +7%
DWA
19
Dorsey Wright & Associates
California
$10K +$8.02K +573 New
Osaic Holdings
20
Osaic Holdings
Arizona
$7K +$2.45K +175 +67%
GWM
21
Geneos Wealth Management
Colorado
$5K
PCM
22
Prelude Capital Management
New York
$5K +$4.2K +300 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K -$1.2K -86 -57%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$1K
Wells Fargo
25
Wells Fargo
California
$1K +$14 +1 +3%

EDUC Hedge Fund Activity: Q3 2020 in Review

27 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2020, worth a combined $30.8M — up 99% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EDUC positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.32M. The largest seller was Ameriprise, cutting an estimated $1.88M.

  • 27 institutional investors held Educational Development Corp (EDUC) as of Q3 2020, up from 24 in Q2 2020.
  • Funds reported $30.8M of Educational Development Corp stock for Q3 2020, up 99% quarter-over-quarter.
  • 6 funds opened new Educational Development Corp positions in Q3 2020 and 3 closed out, a net change of +3 holders.
  • The largest Educational Development Corp buyer in Q3 2020 was Hillsdale Investment Management, an estimated $2.32M added.
  • The largest Educational Development Corp seller in Q3 2020 was Ameriprise, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2020.