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Educational Development Corp

22 hedge funds and large institutions have $2.03M invested in Educational Development Corp in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% less ownership

Funds ownership: 24.44%22.3% (-2.1%)

19% less funds holding

Funds holding: 2722 (-5)

19% less capital invested

Capital invested by funds: $2.49M → $2.03M (-$466K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
Needham Investment Management
New York
$594K +$121K +85,000 +18%
Ameriprise
2
Ameriprise
Minnesota
$577K -$10.1K -7,123 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$257K -$6.25K -4,400 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$119K -$213K -149,984 -57%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103K -$48.6K -34,193 -26%
WT
6
Whittier Trust
California
$96.6K
BCM
7
Bridgeway Capital Management
Texas
$94K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$59.4K +$122 +86 +0.2%
HSA
9
Hussman Strategic Advisors
Maryland
$37.1K
PCM
10
Perritt Capital Management
Illinois
$26.6K
Northern Trust
11
Northern Trust
Illinois
$16.5K
State Street
12
State Street
Massachusetts
$16.4K
Millennium Management
13
Millennium Management
New York
$11.2K -$5.78K -4,067 -28%
TRCT
14
Tower Research Capital (TRC)
New York
$7.97K -$918 -646 -8%
Morgan Stanley
15
Morgan Stanley
New York
$6.09K
UBS Group
16
UBS Group
Switzerland
$2.28K +$74 +52 +2%
BlackRock
17
BlackRock
New York
$1.76K -$4.08K -2,870 -63%
HFS
18
Hantz Financial Services
Michigan
$1K
Osaic Holdings
19
Osaic Holdings
Arizona
$473
ASBI
20
American State Bank (Iowa)
Iowa
$424
Wells Fargo
21
Wells Fargo
California
$50 +$1 +1 +2%
MDCM
22
Morgan Dempsey Capital Management
Wisconsin
-$41.9K -35,168 Closed
HF
23
HRT Financial
New York
-$20K -17,407 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$14.2K -11,958 Closed
IA
25
IFP Advisors
Florida
-$595 -500 Closed

EDUC Hedge Fund Activity: Q3 2023 in Review

22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2023, worth a combined $2.03M — down 19% from $2.49M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EDUC and 0 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Needham Investment Management, adding an estimated $121K. The largest seller was Vanguard Group, cutting an estimated $213K.

  • 22 institutional investors held Educational Development Corp (EDUC) as of Q3 2023, down from 27 in Q2 2023.
  • Funds reported $2.03M of Educational Development Corp stock for Q3 2023, down 19% quarter-over-quarter.
  • 0 funds opened new Educational Development Corp positions in Q3 2023 and 5 closed out, a net change of -5 holders.
  • The largest Educational Development Corp buyer in Q3 2023 was Needham Investment Management, an estimated $121K added.
  • The largest Educational Development Corp seller in Q3 2023 was Vanguard Group, an estimated $213K sold.

Based on aggregated 13F filings for Q3 2023.