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Educational Development Corp

23 hedge funds and large institutions have $4.87M invested in Educational Development Corp in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 23.25%23.18% (-0.07%)

8% less funds holding

Funds holding: 2523 (-2)

43% less capital invested

Capital invested by funds: $8.55M → $4.87M (-$3.68M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$1.54M +$77.9K +23,801 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$681K +$15.5K +4,750 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$653K -$79.1K -24,181 -8%
NIM
4
Needham Investment Management
New York
$542K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$425K -$2.97K -908 -0.5%
WT
6
Whittier Trust
California
$222K
BCM
7
Bridgeway Capital Management
Texas
$214K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$135K
HSA
9
Hussman Strategic Advisors
Maryland
$123K -$12.4K -3,800 -7%
MDCM
10
Morgan Dempsey Capital Management
Wisconsin
$85K -$39.9K -12,184 -26%
WC
11
Winmill & Co
New York
$55K
BlackRock
12
BlackRock
New York
$40K -$1.37K -420 -2%
Northern Trust
13
Northern Trust
Illinois
$37K
State Street
14
State Street
Massachusetts
$37K
HCM
15
Hodges Capital Management
Texas
$32K +$43.4K +13,275 New
Morgan Stanley
16
Morgan Stanley
New York
$16K
IA
17
IFP Advisors
Florida
$11K
TRCT
18
Tower Research Capital (TRC)
New York
$10K +$2.37K +723 +22%
UBS Group
19
UBS Group
Switzerland
$5K
HFS
20
Hantz Financial Services
Michigan
$2K
Osaic Holdings
21
Osaic Holdings
Arizona
$1K -$982 -300 -31%
ASBI
22
American State Bank (Iowa)
Iowa
$964 -$3.09K -945 -70%
PCM
23
Perritt Capital Management
Illinois
-$42K -10,000 Closed
GWM
24
Geneos Wealth Management
Colorado
-$1K -400 Closed
Wells Fargo
25
Wells Fargo
California
-$3 -1 -2%

EDUC Hedge Fund Activity: Q3 2022 in Review

23 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2022, worth a combined $4.87M — down 43% from $8.55M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EDUC and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Ameriprise, adding an estimated $77.9K. The largest seller was Renaissance Technologies, cutting an estimated $79.1K.

  • 23 institutional investors held Educational Development Corp (EDUC) as of Q3 2022, down from 25 in Q2 2022.
  • Funds reported $4.87M of Educational Development Corp stock for Q3 2022, down 43% quarter-over-quarter.
  • 1 fund opened new Educational Development Corp positions in Q3 2022 and 3 closed out, a net change of -2 holders.
  • The largest Educational Development Corp buyer in Q3 2022 was Ameriprise, an estimated $77.9K added.
  • The largest Educational Development Corp seller in Q3 2022 was Renaissance Technologies, an estimated $79.1K sold.

Based on aggregated 13F filings for Q3 2022.