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Educational Development Corp

19 hedge funds and large institutions have $3.23M invested in Educational Development Corp in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

6% more funds holding

Funds holding: 1819 (+1)

0.19% more ownership

Funds ownership: 22.6%22.79% (+0.19%)

29% less capital invested

Capital invested by funds: $4.54M → $3.23M (-$1.31M)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
3
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
$1.33M
Ameriprise
2
Ameriprise
Minnesota
$926K +$8.76K +4,534 +0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$367K -$5.02K -2,600 -1%
BCM
4
Bridgeway Capital Management
Texas
$120K -$1.93K -1,000 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$107K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$99.9K +$203 +105 +0.2%
RI
7
Ridgewood Investments
New Jersey
$99.6K +$71.5K +37,022 +159%
Raymond James Financial
8
Raymond James Financial
Florida
$40.6K +$47.6K +24,617 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$37.5K +$3.65K +1,889 +9%
UBS Group
10
UBS Group
Switzerland
$35.3K -$622 -322 -1%
State Street
11
State Street
Massachusetts
$25.5K
Northern Trust
12
Northern Trust
Illinois
$21.3K
Morgan Stanley
13
Morgan Stanley
New York
$10.4K
TRCT
14
Tower Research Capital (TRC)
New York
$4.98K +$2.3K +1,191 +65%
MCM
15
MAI Capital Management
Ohio
$1.5K +$1.75K +908 New
HFS
16
Hantz Financial Services
Michigan
$1K
Bank of America
17
Bank of America
North Carolina
$86
SS
18
SBI Securities
Japan
$23 +$27 +14 New
JP Morgan Chase
19
JP Morgan Chase
New York
$15 +$17 +9 New
Wells Fargo
20
Wells Fargo
California
$1
VIP
21
Vista Investment Partners
Oklahoma
-$58.5K -25,000 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$613 -262 Closed

EDUC Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2024, worth a combined $3.23M — down 29% from $4.54M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EDUC positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Ridgewood Investments, adding an estimated $71.5K. The largest seller was Vista Investment Partners, exiting entirely with an estimated $58.5K sold.

  • 19 institutional investors held Educational Development Corp (EDUC) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $3.23M of Educational Development Corp stock for Q4 2024, down 29% quarter-over-quarter.
  • 4 funds opened new Educational Development Corp positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Educational Development Corp buyer in Q4 2024 was Ridgewood Investments, an estimated $71.5K added.
  • The largest Educational Development Corp seller in Q4 2024 was Vista Investment Partners, an estimated $58.5K sold.

Based on aggregated 13F filings for Q4 2024.