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Educational Development Corp

20 hedge funds and large institutions have $3.6M invested in Educational Development Corp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 20.96%22.29% (+1.3%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $3.72M → $3.6M (-$119K)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
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
$1.42M +$156K +75,000 +11%
Ameriprise
2
Ameriprise
Minnesota
$1.04M +$23.6K +11,312 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$430K -$4.78K -2,294 -1%
BCM
4
Bridgeway Capital Management
Texas
$139K -$31.2K -15,000 -17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$120K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$112K +$6.67K +3,204 +6%
RI
7
Ridgewood Investments
New Jersey
$84.5K +$45.8K +22,000 +93%
VIP
8
Vista Investment Partners
Oklahoma
$46.3K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$44.7K +$50.2K +24,117 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$37.5K +$5.67K +2,725 +16%
State Street
11
State Street
Massachusetts
$29.3K
Northern Trust
12
Northern Trust
Illinois
$28.1K -$766 -368 -2%
MAM
13
Marotta Asset Management
Virginia
$23.4K +$26.4K +12,700 New
UBS Group
14
UBS Group
Switzerland
$21.9K -$8.05K -3,864 -25%
Morgan Stanley
15
Morgan Stanley
New York
$11.7K
TRCT
16
Tower Research Capital (TRC)
New York
$6.83K -$2.83K -1,359 -27%
HFS
17
Hantz Financial Services
Michigan
$2K
Osaic Holdings
18
Osaic Holdings
Arizona
$484 -$385 -185 -41%
Bank of America
19
Bank of America
North Carolina
$95 +$106 +51 New
Wells Fargo
20
Wells Fargo
California
$1 -$104 -50 Closed
Millennium Management
21
Millennium Management
New York
-$23.5K -11,363 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$2 -1 Closed

EDUC Hedge Fund Activity: Q2 2024 in Review

20 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q2 2024, worth a combined $3.6M — down 3.2% from $3.72M a quarter earlier.

Fund positioning in EDUC was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $156K. The largest seller was Bridgeway Capital Management, cutting an estimated $31.2K.

  • 20 institutional investors held Educational Development Corp (EDUC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $3.6M of Educational Development Corp stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 3 funds opened new Educational Development Corp positions in Q2 2024 and 3 closed out, a net change of 0 holders.
  • The largest Educational Development Corp buyer in Q2 2024 was Needham Investment Management, an estimated $156K added.
  • The largest Educational Development Corp seller in Q2 2024 was Bridgeway Capital Management, an estimated $31.2K sold.

Based on aggregated 13F filings for Q2 2024.