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Educational Development Corp
EDUC

27 hedge funds and large institutions have $2.49M invested in Educational Development Corp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding

Funds holding: 22 → 27 (+5)

0.68% less ownership

Funds ownership: 25.12% → 24.44% (-0.68%)

61% less capital invested

Capital invested by funds: $6.44M → $2.49M (-$3.95M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$42.6K
2
HF
HRT Financial
New York
+$29.7K
3
Millennium Management
Millennium Management
New York
+$25K
4
Citadel Advisors
Citadel Advisors
Florida
+$20.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$10.5K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$104K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$77.2K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$34.7K
4
HSA
Hussman Strategic Advisors
Maryland
-$27.3K
5
BlackRock
BlackRock
New York
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$656K -$104K -60,965 -10%
NIM
2
Needham Investment Management
New York
$565K +$42.6K +25,000 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$312K -$34.7K -20,364 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$294K -$6.14K -3,600 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$156K -$77.2K -45,283 -26%
WT
6
Whittier Trust
California
$109K – – –
BCM
7
Bridgeway Capital Management
Texas
$106K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$66.5K – – –
MDCM
9
Morgan Dempsey Capital Management
Wisconsin
$41.9K – – –
HSA
10
Hussman Strategic Advisors
Maryland
$41.6K -$27.3K -16,000 -31%
PCM
11
Perritt Capital Management
Illinois
$29.9K -$8.53K -5,000 -17%
HF
12
HRT Financial
New York
$20K +$29.7K +17,407 New
Northern Trust
13
Northern Trust
Illinois
$18.5K -$1.04K -610 -4%
State Street
14
State Street
Massachusetts
$18.4K – – –
Millennium Management
15
Millennium Management
New York
$17.4K +$25K +14,647 New
Citadel Advisors
16
Citadel Advisors
Florida
$14.2K +$20.4K +11,958 New
TRCT
17
Tower Research Capital (TRC)
New York
$9.72K +$10.5K +6,183 +312%
Morgan Stanley
18
Morgan Stanley
New York
$6.84K -$1.36K -800 -12%
BlackRock
19
BlackRock
New York
$5.39K -$21.7K -12,713 -74%
UBS Group
20
UBS Group
Switzerland
$2.5K -$2.04K -1,199 -36%
HFS
21
Hantz Financial Services
Michigan
$1K – – –
IA
22
IFP Advisors
Florida
$595 – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$531 -$358 -210 -32%
ASBI
24
American State Bank (Iowa)
Iowa
$476 – – –
Barclays
25
Barclays
United Kingdom
$163 +$234 +137 New
1
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EDUC Hedge Fund Activity: Q2 2023 in Review

27 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q2 2023, worth a combined $2.49M — down 61% from $6.44M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDUC positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $42.6K. The largest seller was Ameriprise, cutting an estimated $104K.

  • 27 institutional investors held Educational Development Corp (EDUC) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $2.49M of Educational Development Corp stock for Q2 2023, down 61% quarter-over-quarter.
  • 5 funds opened new Educational Development Corp positions in Q2 2023 and 0 closed out, a net change of +5 holders.
  • The largest Educational Development Corp buyer in Q2 2023 was Needham Investment Management, an estimated $42.6K added.
  • The largest Educational Development Corp seller in Q2 2023 was Ameriprise, an estimated $104K sold.

Based on aggregated 13F filings for Q2 2023.