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Willdan Group

45 hedge funds and large institutions have $38M invested in Willdan Group in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $33.1M → $38M (+$4.88M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

6% less funds holding

Funds holding: 4845 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F
26
FolioMetrix
Nebraska
$377K
BFA
27
BlackRock Fund Advisors
California
$323K +$44.2K +3,207 +19%
SIM
28
Spark Investment Management
New York
$281K -$372K -27,000 -60%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$261K +$67.4K +4,887 +42%
Citadel Advisors
30
Citadel Advisors
Florida
$256K +$109K +7,914 +96%
CAM
31
ClariVest Asset Management
California
$215K
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$159K
WRM
33
Westport Resources Management
Connecticut
$149K +$31.7K +2,300 +32%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$74K -$108K -7,837 -63%
UBS Group
35
UBS Group
Switzerland
$43K -$33.9K -2,457 -48%
Creative Planning
36
Creative Planning
Kansas
$21K
AIG
37
American International Group
New York
$19K -$170K -12,330 -91%
BIM
38
BlackRock Investment Management
Delaware
$18K
ClearBridge Investments
39
ClearBridge Investments
New York
$16K
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$15K -$358 -26 -3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$14K +$12.4K +900 New
DADC
42
D.A. Davidson & Co
Montana
$4K +$4.14K +300 New
GT
43
Glenmede Trust
Pennsylvania
$4K +$4.14K +300 New
GC
44
Globeflex Capital
California
$1K -$110 -8 -17%
TRCT
45
Tower Research Capital (TRC)
New York
$1K +$358 +26 +70%
CS
46
Credit Suisse
Switzerland
-$506K -37,492 Closed
EMG
47
Ellington Management Group
Connecticut
-$343K -25,400 Closed
DTL
48
Dynamic Technology Lab
Singapore
-$233K -17,280 Closed
OAM
49
Oberweis Asset Management
Illinois
-$169K -12,500 Closed
Federated Hermes
50
Federated Hermes
Pennsylvania
-$10K -736 Closed