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Educational Development Corp

25 hedge funds and large institutions have $15.3M invested in Educational Development Corp in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

9% more funds holding

Funds holding: 2325 (+2)

2.09% more ownership

Funds ownership: 20.52%22.62% (+2.1%)

4% less capital invested

Capital invested by funds: $15.9M → $15.3M (-$674K)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.91M +$366K +46,533 +8%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.28M -$116K -14,800 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15M -$11.6K -1,476 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.36M +$15K +1,902 +1%
NIM
5
Needham Investment Management
New York
$1.12M +$897K +114,023 +368%
WT
6
Whittier Trust
California
$713K
BCM
7
Bridgeway Capital Management
Texas
$687K
HSA
8
Hussman Strategic Advisors
Maryland
$481K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$434K
MDCM
10
Morgan Dempsey Capital Management
Wisconsin
$367K +$372K +47,352 New
WC
11
Winmill & Co
New York
$310K
BlackRock
12
BlackRock
New York
$132K -$17.1K -2,174 -11%
Northern Trust
13
Northern Trust
Illinois
$120K
PCM
14
Perritt Capital Management
Illinois
$78K
Morgan Stanley
15
Morgan Stanley
New York
$52K +$833 +106 +2%
UBS Group
16
UBS Group
Switzerland
$22K +$6.06K +771 +37%
TRCT
17
Tower Research Capital (TRC)
New York
$13K +$9.57K +1,217 +239%
IA
18
IFP Advisors
Florida
$11K +$3.93K +500 New
ASBI
19
American State Bank (Iowa)
Iowa
$10.4K
Osaic Holdings
20
Osaic Holdings
Arizona
$7K -$5.6K -712 -43%
HFS
21
Hantz Financial Services
Michigan
$6K +$6.29K +800 New
GWM
22
Geneos Wealth Management
Colorado
$3K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$1K
CCM
24
Copeland Capital Management
Pennsylvania
-$12K -1,398 Closed
CAL
25
Capital Advisors Ltd
Ohio
+$86 +11 New

EDUC Hedge Fund Activity: Q1 2022 in Review

25 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2022, worth a combined $15.3M — down 4.2% from $15.9M a quarter earlier.

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

The largest buyer was Needham Investment Management, adding an estimated $897K. The largest seller was Renaissance Technologies, cutting an estimated $116K.

  • 25 institutional investors held Educational Development Corp (EDUC) as of Q1 2022, up from 23 in Q4 2021.
  • Funds reported $15.3M of Educational Development Corp stock for Q1 2022, down 4.2% quarter-over-quarter.
  • 4 funds opened new Educational Development Corp positions in Q1 2022 and 2 closed out, a net change of +2 holders.
  • The largest Educational Development Corp buyer in Q1 2022 was Needham Investment Management, an estimated $897K added.
  • The largest Educational Development Corp seller in Q1 2022 was Renaissance Technologies, an estimated $116K sold.

Based on aggregated 13F filings for Q1 2022.