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Educational Development Corp

21 hedge funds and large institutions have $1.99M invested in Educational Development Corp in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

2% less capital invested

Capital invested by funds: $2.03M → $1.99M (-$40.6K)

2.32% less ownership

Funds ownership: 22.3%19.98% (-2.3%)

5% less funds holding

Funds holding: 2221 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
Needham Investment Management
New York
$650K
Ameriprise
2
Ameriprise
Minnesota
$633K +$1.01K +1,046 +0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$285K +$2.7K +2,800 +1%
BCM
4
Bridgeway Capital Management
Texas
$103K
Vanguard Group
5
Vanguard Group
Pennsylvania
$75.1K -$45.8K -47,502 -42%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$36.4K -$63.3K -65,647 -68%
PCM
8
Perritt Capital Management
Illinois
$29.1K
VIP
9
Vista Investment Partners
Oklahoma
$29K +$24.1K +25,000 New
Millennium Management
10
Millennium Management
New York
$18.8K +$5.41K +5,608 +53%
Northern Trust
11
Northern Trust
Illinois
$18K
State Street
12
State Street
Massachusetts
$18K
Morgan Stanley
13
Morgan Stanley
New York
$14.7K +$6.65K +6,892 +120%
TRCT
14
Tower Research Capital (TRC)
New York
$7.76K -$804 -834 -11%
UBS Group
15
UBS Group
Switzerland
$2.44K -$50 -52 -2%
HFS
16
Hantz Financial Services
Michigan
$1K
Osaic Holdings
17
Osaic Holdings
Arizona
$517
ASBI
18
American State Bank (Iowa)
Iowa
$464
BlackRock
19
BlackRock
New York
$318 -$1.34K -1,390 -84%
Wells Fargo
20
Wells Fargo
California
$57 +$2 +2 +4%
WT
21
Whittier Trust
California
-$96.6K -92,000 Closed
HSA
22
Hussman Strategic Advisors
Maryland
-$37.1K -35,000 Closed

EDUC Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2023, worth a combined $1.99M — down 2% from $2.03M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EDUC and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $6.65K. The largest seller was Whittier Trust, exiting entirely with an estimated $96.6K sold.

  • 21 institutional investors held Educational Development Corp (EDUC) as of Q4 2023, down from 22 in Q3 2023.
  • Funds reported $1.99M of Educational Development Corp stock for Q4 2023, down 2% quarter-over-quarter.
  • 1 fund opened new Educational Development Corp positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest Educational Development Corp buyer in Q4 2023 was Morgan Stanley, an estimated $6.65K added.
  • The largest Educational Development Corp seller in Q4 2023 was Whittier Trust, an estimated $96.6K sold.

Based on aggregated 13F filings for Q4 2023.