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Educational Development Corp

20 hedge funds and large institutions have $3.72M invested in Educational Development Corp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more capital invested

Capital invested by funds: $1.99M → $3.72M (+$1.73M)

0.98% more ownership

Funds ownership: 19.98%20.96% (+0.98%)

5% less funds holding

Funds holding: 2120 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
Needham Investment Management
New York
$1.4M +$198K +115,000 +21%
Ameriprise
2
Ameriprise
Minnesota
$1.12M -$7.8K -4,522 -0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$485K -$19K -11,006 -4%
BCM
4
Bridgeway Capital Management
Texas
$184K
Vanguard Group
5
Vanguard Group
Pennsylvania
$134K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$116K
VIP
7
Vista Investment Partners
Oklahoma
$51.8K
RI
8
Ridgewood Investments
New Jersey
$48.9K +$40.7K +23,600 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$35.4K -$24.6K -14,270 -45%
UBS Group
10
UBS Group
Switzerland
$32.4K +$23.4K +13,565 +646%
Northern Trust
11
Northern Trust
Illinois
$32.2K
State Street
12
State Street
Massachusetts
$32K
Millennium Management
13
Millennium Management
New York
$23.5K -$8.32K -4,825 -30%
Morgan Stanley
14
Morgan Stanley
New York
$13.1K -$10.9K -6,321 -50%
TRCT
15
Tower Research Capital (TRC)
New York
$10.4K -$2.83K -1,643 -25%
HFS
16
Hantz Financial Services
Michigan
$2K
Osaic Holdings
17
Osaic Holdings
Arizona
$924
Wells Fargo
18
Wells Fargo
California
$103 +$2 +1 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2 +$2 +1 New
PCM
20
Perritt Capital Management
Illinois
-$29.1K -25,090 Closed
ASBI
21
American State Bank (Iowa)
Iowa
-$464 -400 Closed
BlackRock
22
BlackRock
New York
-$318 -274 Closed

EDUC Hedge Fund Activity: Q1 2024 in Review

20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q1 2024, worth a combined $3.72M — up 87% from $1.99M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EDUC and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.

The largest buyer was Needham Investment Management, adding an estimated $198K. The largest seller was Perritt Capital Management, exiting entirely with an estimated $29.1K sold.

  • 20 institutional investors held Educational Development Corp (EDUC) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $3.72M of Educational Development Corp stock for Q1 2024, up 87% quarter-over-quarter.
  • 2 funds opened new Educational Development Corp positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest Educational Development Corp buyer in Q1 2024 was Needham Investment Management, an estimated $198K added.
  • The largest Educational Development Corp seller in Q1 2024 was Perritt Capital Management, an estimated $29.1K sold.

Based on aggregated 13F filings for Q1 2024.