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Willdan Group
WLDN

68 hedge funds and large institutions have $84.8M invested in Willdan Group in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $51.3M → $84.8M (+$33.5M)

45.04% more ownership

Funds ownership: 0% → 45.04% (+45%)

45% more funds holding

Funds holding: 47 → 68 (+21)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
17
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$5.08M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.87M
3
BIT
BlackRock Institutional Trust
California
+$1.56M
4
OAM
Oxford Asset Management
United Kingdom
+$1.54M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M

Top Sellers

1
PCM
Perritt Capital Management
Illinois
-$1.5M
2
WS
Wedbush Securities
California
-$761K
3
EI
EAM Investors
California
-$758K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$602K
5
TAM
Tocqueville Asset Management
New York
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
ClariVest Asset Management
California
$487K +$33.4K +1,645 +8%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$479K +$426K +20,971 New
BFA
28
BlackRock Fund Advisors
California
$472K +$54.5K +2,684 +15%
Allianz Asset Management
29
Allianz Asset Management
Germany
$452K +$406K +20,023 New
Goldman Sachs
30
Goldman Sachs
New York
$440K -$61.5K -3,030 -13%
SIM
31
Spark Investment Management
New York
$413K -$144K -7,100 -28%
BG
32
BlackRock Group
United Kingdom
$396K +$101K +4,995 +40%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$386K -$602K -29,648 -63%
TC
34
TFS Capital
Pennsylvania
$353K +$318K +15,641 New
Northern Trust
35
Northern Trust
Illinois
$342K +$93.1K +4,585 +44%
NA
36
Navellier & Associates
Nevada
$329K +$33.4K +1,646 +13%
OAM
37
Oberweis Asset Management
Illinois
$293K – – –
SSWM
38
Sheets Smith Wealth Management
North Carolina
$285K +$257K +12,638 New
EGA
39
Eagle Global Advisors
Texas
$281K +$253K +12,445 New
Two Sigma Advisers
40
Two Sigma Advisers
New York
$276K +$248K +12,200 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$273K – – –
CI
42
Cavalier Investments
Georgia
$248K – – –
IECM
43
Intrinsic Edge Capital Management
Illinois
$226K +$203K +10,000 New
EMG
44
Ellington Management Group
Connecticut
$212K +$191K +9,400 New
ARTA
45
A.R.T. Advisors
New York
$207K +$187K +9,200 New
AIM
46
Acrospire Investment Management
Illinois
$184K +$149K +7,323 +912%
JIR
47
James Investment Research
Ohio
$139K – – –
AG
48
Advisor Group
Arizona
$136K +$116K +5,700 +1,900%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$101K +$91.2K +4,491 New
Walleye Trading
50
Walleye Trading
New York
$56K -$2.66K -131 -5%
1
2
3

WLDN Hedge Fund Activity: Q4 2016 in Review

68 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2016, worth a combined $84.8M — up 65% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WLDN positions and 2 closed out — a net gain of 21 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $5.08M. The largest seller was Perritt Capital Management, cutting an estimated $1.5M.

  • 68 institutional investors held Willdan Group (WLDN) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $84.8M of Willdan Group stock for Q4 2016, up 65% quarter-over-quarter.
  • 23 funds opened new Willdan Group positions in Q4 2016 and 2 closed out, a net change of +21 holders.
  • The largest Willdan Group buyer in Q4 2016 was Numeric Investors, an estimated $5.08M added.
  • The largest Willdan Group seller in Q4 2016 was Perritt Capital Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2016.