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Educational Development Corp

34 hedge funds and large institutions have $35.7M invested in Educational Development Corp in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $31.7M → $35.7M (+$4.01M)

6% more funds holding

Funds holding: 3234 (+2)

0.4% more ownership

Funds ownership: 24.69%25.09% (+0.4%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$6.93M +$260K +16,196 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.22M +$113K +7,042 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.55M -$468K -29,173 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.38M +$47.7K +2,973 +2%
HIM
5
Hillsdale Investment Management
Ontario, Canada
$2.84M +$14.4K +900 +0.5%
BCM
6
Bridgeway Capital Management
Texas
$1.93M
WT
7
Whittier Trust
California
$1.57M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.44M +$24.8K +1,547 +2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$989K +$10.8K +671 +1%
HSA
10
Hussman Strategic Advisors
Maryland
$939K +$884K +55,100 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$923K
SCM
12
SG Capital Management
Illinois
$742K +$45.7K +2,846 +7%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$563K +$530K +33,000 New
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$440K -$114K -7,080 -22%
BlackRock
15
BlackRock
New York
$394K +$32.7K +2,040 +10%
Northern Trust
16
Northern Trust
Illinois
$273K -$1.49K -93 -0.6%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$263K
Osaic Holdings
18
Osaic Holdings
Arizona
$159K +$46.1K +2,874 +44%
UBS Group
19
UBS Group
Switzerland
$40K -$48 -3 -0.1%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$29K
CCM
21
Copeland Capital Management
Pennsylvania
$23K +$1.3K +81 +6%
Morgan Stanley
22
Morgan Stanley
New York
$19K -$24.3K -1,513 -58%
TRCT
23
Tower Research Capital (TRC)
New York
$18K -$3.4K -212 -17%
Wells Fargo
24
Wells Fargo
California
$11K -$174K -10,813 -94%
GWM
25
Geneos Wealth Management
Colorado
$7K

EDUC Hedge Fund Activity: Q1 2021 in Review

34 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2021, worth a combined $35.7M — up 13% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDUC positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Hussman Strategic Advisors, opening a new position worth an estimated $884K. The largest seller was Vanguard Group, cutting an estimated $468K.

  • 34 institutional investors held Educational Development Corp (EDUC) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $35.7M of Educational Development Corp stock for Q1 2021, up 13% quarter-over-quarter.
  • 5 funds opened new Educational Development Corp positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest Educational Development Corp buyer in Q1 2021 was Hussman Strategic Advisors, an estimated $884K added.
  • The largest Educational Development Corp seller in Q1 2021 was Vanguard Group, an estimated $468K sold.

Based on aggregated 13F filings for Q1 2021.