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Educational Development Corp
EDUC

22 hedge funds and large institutions have $6.44M invested in Educational Development Corp in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

2% more capital invested

Capital invested by funds: $6.3M → $6.44M (+$143K)

0.19% more ownership

Funds ownership: 24.94% → 25.12% (+0.19%)

8% less funds holding

Funds holding: 24 → 22 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$171K
2
PCM
Perritt Capital Management
Illinois
+$39.9K
3
UBS Group
UBS Group
Switzerland
+$4.11K
4
Northern Trust
Northern Trust
Illinois
+$2.19K
5
BlackRock
BlackRock
New York
+$1.73K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$90.3K
2
Citadel Advisors
Citadel Advisors
Florida
-$40.9K
3
Renaissance Technologies
Renaissance Technologies
New York
-$13K
4
Bank of America
Bank of America
North Carolina
-$22
5
Wells Fargo
Wells Fargo
California
-$3
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$1.8M -$90.3K -26,367 -4%
NIM
2
Needham Investment Management
New York
$1.32M +$171K +50,000 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$831K – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$737K -$13K -3,800 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$519K – – –
WT
6
Whittier Trust
California
$270K – – –
BCM
7
Bridgeway Capital Management
Texas
$261K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$164K – – –
HSA
9
Hussman Strategic Advisors
Maryland
$150K – – –
MDCM
10
Morgan Dempsey Capital Management
Wisconsin
$103K – – –
PCM
11
Perritt Capital Management
Illinois
$88.5K +$39.9K +11,652 +63%
BlackRock
12
BlackRock
New York
$50.7K +$1.73K +504 +3%
Northern Trust
13
Northern Trust
Illinois
$47.5K +$2.19K +640 +4%
State Street
14
State Street
Massachusetts
$45.5K – – –
Morgan Stanley
15
Morgan Stanley
New York
$19.3K – – –
IA
16
IFP Advisors
Florida
$10.8K – – –
UBS Group
17
UBS Group
Switzerland
$9.7K +$4.11K +1,199 +57%
TRCT
18
Tower Research Capital (TRC)
New York
$6K +$1.04K +303 +18%
HFS
19
Hantz Financial Services
Michigan
$2K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.93K – – –
ASBI
21
American State Bank (Iowa)
Iowa
$1.18K – – –
Wells Fargo
22
Wells Fargo
California
$128 -$3 -1 -2%
Citadel Advisors
23
Citadel Advisors
Florida
– -$40.9K -12,947 Closed
Bank of America
24
Bank of America
North Carolina
– -$22 -7 Closed

EDUC Hedge Fund Activity: Q1 2023 in Review

22 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2023, worth a combined $6.44M — up 2.3% from $6.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EDUC and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Needham Investment Management, adding an estimated $171K. The largest seller was Ameriprise, cutting an estimated $90.3K.

  • 22 institutional investors held Educational Development Corp (EDUC) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $6.44M of Educational Development Corp stock for Q1 2023, up 2.3% quarter-over-quarter.
  • 0 funds opened new Educational Development Corp positions in Q1 2023 and 2 closed out, a net change of -2 holders.
  • The largest Educational Development Corp buyer in Q1 2023 was Needham Investment Management, an estimated $171K added.
  • The largest Educational Development Corp seller in Q1 2023 was Ameriprise, an estimated $90.3K sold.

Based on aggregated 13F filings for Q1 2023.