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Educational Development Corp
EDUC

24 hedge funds and large institutions have $6.3M invested in Educational Development Corp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $4.87M → $6.3M (+$1.43M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

4% more funds holding

Funds holding: 23 → 24 (+1)

1.75% more ownership

Funds ownership: 23.18% → 24.94% (+1.8%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$481K
2
PCM
Perritt Capital Management
Illinois
+$50.7K
3
Citadel Advisors
Citadel Advisors
Florida
+$35.6K
4
BlackRock
BlackRock
New York
+$923
5
Vanguard Group
Vanguard Group
Pennsylvania
+$379

Top Sellers

Rank Fund Capital Flow
1
WC
Winmill & Co
New York
-$55K
2
Renaissance Technologies
Renaissance Technologies
New York
-$45.1K
3
HCM
Hodges Capital Management
Texas
-$32K
4
TRCT
Tower Research Capital (TRC)
New York
-$6.59K
5
Ameriprise
Ameriprise
Minnesota
-$5.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$2.02M -$5.4K -1,966 -0.3%
NIM
2
Needham Investment Management
New York
$1.26M +$481K +175,000 +78%
Vanguard Group
3
Vanguard Group
Pennsylvania
$893K +$379 +138 +0%
Renaissance Technologies
4
Renaissance Technologies
New York
$804K -$45.1K -16,400 -6%
WT
5
Whittier Trust
California
$291K – – –
BCM
6
Bridgeway Capital Management
Texas
$280K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$176K -$379 -138 -0.2%
HSA
8
Hussman Strategic Advisors
Maryland
$161K – – –
MDCM
9
Morgan Dempsey Capital Management
Wisconsin
$111K – – –
PCM
10
Perritt Capital Management
Illinois
$58.3K +$50.7K +18,438 New
BlackRock
11
BlackRock
New York
$52.9K +$923 +336 +2%
Northern Trust
12
Northern Trust
Illinois
$49K – – –
State Street
13
State Street
Massachusetts
$48.9K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$40.9K +$35.6K +12,947 New
Morgan Stanley
15
Morgan Stanley
New York
$20.7K – – –
IA
16
IFP Advisors
Florida
$11K – – –
UBS Group
17
UBS Group
Switzerland
$6.64K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$5K -$6.59K -2,397 -59%
HFS
19
Hantz Financial Services
Michigan
$3K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$2K – – –
ASBI
21
American State Bank (Iowa)
Iowa
$1.26K – – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$558 +$316 +115 +0.1%
Wells Fargo
23
Wells Fargo
California
$139 +$5 +2 +5%
Bank of America
24
Bank of America
North Carolina
$22 +$19 +7 New
WC
25
Winmill & Co
New York
– -$55K -22,925 Closed
1
2

EDUC Hedge Fund Activity: Q4 2022 in Review

24 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2022, worth a combined $6.3M — up 29% from $4.87M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EDUC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $481K. The largest seller was Winmill & Co, exiting entirely with an estimated $55K sold.

  • 24 institutional investors held Educational Development Corp (EDUC) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $6.3M of Educational Development Corp stock for Q4 2022, up 29% quarter-over-quarter.
  • 3 funds opened new Educational Development Corp positions in Q4 2022 and 2 closed out, a net change of +1 holder.
  • The largest Educational Development Corp buyer in Q4 2022 was Needham Investment Management, an estimated $481K added.
  • The largest Educational Development Corp seller in Q4 2022 was Winmill & Co, an estimated $55K sold.

Based on aggregated 13F filings for Q4 2022.