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Willdan Group

91 hedge funds and large institutions have $152M invested in Willdan Group in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

23% more funds holding

Funds holding: 7491 (+17)

14% more capital invested

Capital invested by funds: $133M → $152M (+$18.6M)

8.6% more ownership

Funds ownership: 48.99%57.59% (+8.6%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
91
Holders Change
+17
Holders Change %
+22.97%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
27
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.35M -$1.54M -49,106 -53%
TAM
27
Tocqueville Asset Management
New York
$1.32M -$1.11M -35,500 -45%
EI
28
EAM Investors
California
$1.25M -$55K -1,756 -4%
CCM
29
Cadence Capital Management
Massachusetts
$1.19M +$67.7K +2,161 +6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.19M +$1.21M +38,647 +19,324%
GCP
31
GSA Capital Partners
United Kingdom
$1.02M -$536K -17,100 -34%
NA
32
Navellier & Associates
Nevada
$957K +$30.3K +967 +3%
ACM
33
Ativo Capital Management
Illinois
$947K +$971K +31,005 New
AG
34
Advisor Group
Arizona
$745K +$206K +6,566 +37%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$662K +$679K +21,658 New
NCGI
36
Next Century Growth Investors
Minnesota
$642K +$659K +21,033 New
Charles Schwab
37
Charles Schwab
California
$636K +$389K +12,400 +148%
TCIM
38
TIAA CREF Investment Management
New York
$618K +$634K +20,239 New
Allianz Asset Management
39
Allianz Asset Management
Germany
$616K +$4.92K +157 +0.8%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$601K +$27.9K +891 +5%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$577K +$327K +10,438 +124%
PFT
42
Providence First Trust
Arizona
$524K +$538K +17,163 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$500K +$41.2K +1,315 +9%
AA
44
ALPS Advisors
Colorado
$432K +$1.13K +36 +0.3%
TA
45
Teachers Advisors
New York
$430K +$441K +14,061 New
AG
46
Algert Global
California
$420K -$65.2K -2,080 -13%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$409K +$420K +13,400 New
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$399K +$409K +13,057 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$394K -$78.3K -2,500 -16%
EGA
50
Eagle Global Advisors
Texas
$380K