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Willdan Group
WLDN

74 hedge funds and large institutions have $133M invested in Willdan Group in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

57% more capital invested

Capital invested by funds: $84.8M → $133M (+$48.2M)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

9% more funds holding

Funds holding: 68 → 74 (+6)

3.95% more ownership

Funds ownership: 45.04% → 48.99% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
22
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.09M
2
HAI
Hennessy Advisors Inc
California
+$4.17M
3
BIM
Bogle Investment Management
Massachusetts
+$3.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.18M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$5.65M
2
TAM
Tocqueville Asset Management
New York
-$3.23M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.67M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.37M
5
WS
Wedbush Securities
California
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.39M +$675K +23,674 +122%
EI
27
EAM Investors
California
$1.38M -$304K -10,658 -20%
Deutsche Bank
28
Deutsche Bank
Germany
$1.37M -$1.37M -47,948 -53%
CCM
29
Cadence Capital Management
Massachusetts
$1.19M -$178K -6,240 -14%
NA
30
Navellier & Associates
Nevada
$980K +$450K +15,792 +108%
LCM
31
Laurion Capital Management
New York
$886K +$783K +27,468 New
VKH
32
Virtu KCG Holdings
New York
$846K +$747K +26,214 New
SIM
33
Spark Investment Management
New York
$829K +$211K +7,400 +40%
ARTA
34
A.R.T. Advisors
New York
$674K +$334K +11,717 +127%
Allianz Asset Management
35
Allianz Asset Management
Germany
$646K – – –
HHC
36
Hutchin Hill Capital
New York
$645K +$570K +20,000 New
HCM
37
Highbridge Capital Management
New York
$627K +$554K +19,430 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$606K +$536K +18,793 New
AG
39
Advisor Group
Arizona
$575K +$337K +11,831 +197%
PCM
40
Perritt Capital Management
Illinois
$540K -$206K -7,220 -30%
Northern Trust
41
Northern Trust
Illinois
$518K +$26.3K +924 +6%
AG
42
Algert Global
California
$511K +$451K +15,830 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$497K +$91.2K +3,200 +26%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$486K -$57K -2,000 -12%
DTL
45
Dynamic Technology Lab
Singapore
$480K -$299K -10,483 -41%
AA
46
ALPS Advisors
Colorado
$455K +$402K +14,110 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$415K +$367K +12,868 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$404K -$3.11K -109 -0.9%
EGA
49
Eagle Global Advisors
Texas
$401K – – –
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$390K – – –
1
2
3 4

WLDN Hedge Fund Activity: Q1 2017 in Review

74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2017, worth a combined $133M — up 57% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLDN positions and 14 closed out — a net gain of 13 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $5.09M. The largest seller was Numeric Investors, exiting entirely with an estimated $5.65M sold.

  • 74 institutional investors held Willdan Group (WLDN) as of Q1 2017, up from 68 in Q4 2016.
  • Funds reported $133M of Willdan Group stock for Q1 2017, up 57% quarter-over-quarter.
  • 27 funds opened new Willdan Group positions in Q1 2017 and 14 closed out, a net change of +13 holders.
  • The largest Willdan Group buyer in Q1 2017 was BlackRock, an estimated $5.09M added.
  • The largest Willdan Group seller in Q1 2017 was Numeric Investors, an estimated $5.65M sold.

Based on aggregated 13F filings for Q1 2017.